Sections

Topics

Posts

Job Tickets
Dissussions regarding adding new tasks, creative briefs, estimating, setting up the task table, client projects and more.

Production/Traffic
Discussions on schedules, gross margin & traffic, inventory tracking, job work flow, job status, setting up status codes, the weekly traffic report and more.

Account Service
Questions, and ideas on account executive reports, agency gross income, gross margin and more.

Media
Media buyers discuss the use of Clients & Profits for planning, ordering, and tracking broadcast and print media.

Job Costing
Members of the user group share their tips and questions about job costing issues with other C&P users including estimated costs to clients, WIP methods, profit centers, etc.

Time Keeping
Tips and solutions for time cards, time production coordination, the timecard stopwatch, timekeeping and more.

Billing and A/R
Advice on billing steps, billable hours, rate increases, billing workflow, currency exchange, gross margin reports, markups, monthly billing, payment terms, etc.

Accounting
Accounting help and tips, questions about profit centers, sales tax, suspense accounts, partial taxes, GST, invoicing, chart of accounts, monthly projections, invoicing, and many other topics.

Agency Management
The largest of the archives, this section includes experiences in agency management including 401Ks, administrative costs, agency goals, employee benefits, GSA schedules, freelancers, maternity and medical leave policies, raises, salaries, payroll, interns, staff rates, vacation time, and a lot more.

System Management
System Managers trade their tips and offer advice on topics like backing up, archiving files, Mac OS X Server, Windows server solutions, ODBC, remote access, PDF printing issues, remote printing, office setup, etc.

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My Clients & Profits!
Questions regarding the My Clients & Profits! web server, adding functions, Auto Shut down, customizing My C&P! and more.

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