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Watch individual Clients & Profits Classroom video training sessions, separated by subject, anytime in Quicktime format. You must have Quicktime 7.0 or higher to view these videos, which will open individually in Quicktime Player. If you don't have Apple Quicktime, you can download it for free here.

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PRODUCTION

ACCOUNTING


Introduction

Overview of Information Center and flow of menus in Clients & Profits X.
Running time:
3:49


Accounts Payable - Introduction
Overview of accounts payable (where you’ll track purchases made by your shop).
Running time:
4:53



Job Tickets - Introduction
Track key information about each job your shop works on.
Running times:
5:06

Adding AP without a PO
Add an accounts payable invoice without referring to a purchase order.
Running time:
5:41


Adding Jobs Manually
Add new job tickets.
Running time:
5:01
Adding AP with a PO
Add A/P invoice referring to a Purchase Order.
Running time:
3:13


Adding Jobs using Job Types
Add new job tickets using job types.
Running times:
5:07
Add Overhead Invoice
Add overhead A/P invoice.
Running time:
2:36


Adding Jobs Using Cloning
Add new job tickets based on old jobs.
Running time: 4:07
Editing Invoices
Edit A/P invoices.
Running time: 2:45


Edit Job Task Window
Edit tasks on job tickets.
Running times:
5:09
Recurring & Cloning AP Invoices
Add recurring and cloning A/P invoices .
Running time:
3:20


Job Tools & Renumbering
Use a job ticket's job tools if needed.
Running time:
6:04
Adding Media Accrual
Add a media accrual A/P invoice (not in Classic).
Running time:
3:10


Estimates - Introduction
An overview of estimating.
Running time:
4:49
Proofing, Posting & Printing AP
Proof and post A/P invoices, and print A/P reports.
Running time:
3:05


Adding & Editing Estimates
Add and edit job estimates.
Running time:
4:50
Checkbook - Introduction
Overview of the checkbook in C&P .
Running time:
2:26


Printing Estimates
Review estimate print options and printing job estimates.
Running time:
4:40
Adding Checks
Add checks through checkbook.
Running time:
5:51


Estimate Revisions & Final Estimates
Editing estimates and choosing final estimate.
Running time:
3:15
Autopay, Checkbook Tools & Reports
Autopay is the quickest way to pay many vendors at one time.
Running time:
5:51


Change Orders
Add change orders for job tickets.
Running time:
4:07
Billing Workflow
Create billing workflow steps for your shop.
Running time:
3:45


Trafficking - Introduction
An overview of C&P job trafficking.
Running time:
3:44
Accounts Receivable & Autobill
Autobill is the quickest way to bill many jobs at one time.
Running time:
4:12


Traffic Status Table & Codes
Add and edit production and billing status codes.
Running time:
5:49
Accounts - Receivable -Estimates
Add estimate billing for a job.
Running time:
1:33


Milestones & Priority
Add and edit milestones and job priority to job tickets.
Running time:
4:08
Accounts - Receivable - WIP
Add WIP billing for a job.
Running time:
1:40


Updating Traffic Information
Edit traffic information for many jobs at one time.
Running time:
5:14
Accounts - Receivable - Media
Add media billing for a client.
Running time:
2:03


Production Planner
Use one-stop window to edit many aspects of job trafficking.
Running time:
4:23
Advance Billing
Add advance billing for a job ticket.
Running time:
1:59


Job Scheduling - Adding
Add a job schedule to a job ticket.
Running time:
5:27
Retainer Billing
Add retainer billing for a client.
Running time:
1:06


Schedule Availability & Sub Tasks
Setting up staff availability and using scheduling subtasks.
Running time:
4:36
Misc Billing
Add miscellaneous billing for a client.
Running time:
1:16


Weekly Task Planner
Each staffer can review their own current and future scheduled tasks.
Running time:
4:35
Finance Charge Billing
Add finance charge billing for a client.
Running time:
1:31


Production Reports
Print and review key production information.
Running time:
5:21
Editing AR Invoices
Edit accounts receivable invoices.
Running time:
2:21


Job Reports
Print and review important aspects of jobs.
Running time:
6:15
AR Posting, Reports & Statements
Print and review accounts receivable reports and client statements.
Running time:
4:17


Clients - Account Management
Add and manage your client information.
Running time:
4:53
Client Payments - Introduction
Overview of types of client payments.
Running time:
1:42


Account Management - Jobs & Calendar
Various tools available to help AEs track and manage clients’ jobs.
Running time:
3:43
Add Client Payment
Add and edit client payments.
Running time:
5:38


Account Management - Meeting Manager
Add and manage client meetings.
Running time:
3:00
Add Bank Deposit, Proofing & Posting Reports
Add bank deposit through Client Payments, proof, post, and print reports.
Running time:
4:02


Client Relationships & Follow-up
Create materials and add campaigns to reach current and potential clients.
Running time:
3:26
General Ledger - Introduction & Add Journal
Using the General Ledger and add journal entries.
Running time:
6:14


Job Costing & Timecard
Add time entries through time cards.
Running time:
5:11
Chart of Accounts
Add and edit General Ledger accounts.
Running time:
6:01


Time Sheets
Add time through time sheets.
Running time:
4:13
Closing the Year
Closing the year in your Clients & Profits database.
Running time:
3:10


Time & Productivity Reports
Print and review billable and unbillable time entries by staffer, job, client and more.
Running time:
5:22
Auditor, Add & Adjust JE
Use General Ledger Auditor reports to review contents of G/L.
Running time:
3:53


Billing Rates Part 1 Part 2
Task, client, and staff billing rates explained.
Running time:
5:27 / 4:31
Payroll, Transfer & Reconcile
General Ledger tools explained (not in Classic).
Running time:
3:24


Expense Reports
Add expense reports for job costing.
Running time:
3:57
Overhead and PL Analysis
Determine true cost of servicing your clients using overhead allocation worksheet, and print Client P&L Analysis report to review.
Running time:
3:30


Internal Charges
Add internal charges for job costing.
Running time:
3:26
GL Reports
G/L journal, audit trail, and analysis reports.
Running time:
4:02


Purchase Orders
Add purchase orders for job commitments.
Running time:
5:27
Financial Reports
Print and review important financial reports.
Running time:
5:18


Clone Orders & PO Reports
Clone existing POs to save time; print various PO reports.
Running time:
4:50
Profitability
Determine job, client, task, job type, etc., profitability.
Running time:
5:06


Media - Introduction
Media features and media traffic window.
Running time:
4:05
Collections Manager
Track and make notes about outstanding accounts receivable invoices.
Running time:
2:40

Media Estimate
Add and edit media estimates.
Running time:
4:02
 

Media Print Plans
Add and edit media print plans (not in Classic).
Running time:
3:49
 

 
Media Broadcast Plans
Add broadcast media plans to print for your clients’ approval (not in Classic).
Running time:
3:47
 

 
Media Publications & Stations
Add media publication and station information.
Running time:
4:15
 

 
Media Report & Billing Goals
Track, print and review important media information.
Running time:
3:57
 

 
Insertion Orders
Add insertion orders for print ads.
Running time:
4:48
 

 
Broadcast Orders
Add and edit broadcast orders (not in Classic).
Running time:
5:07
 

 
Interactive & Outdoor Orders
Adding interactive and outdoor orders.
Running time:
4:32
 


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