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 Adding an Online Payment Your Clients & Profits checkbook just got more versitile and easier to use. Now you can add online payments to vendors quickly and easily using the new Online Payment feature.
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Who's Connected? Now System Managers can tell who's logged on and off of Clients & Profits anytime, as well as when they were last logged in, and where they were last in the program (Job Tickets, Time Cards, etc.).
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Adding a Credit Card Statement Clear A/P invoices paid by a credit card and add remaining charges in one step. Adding a credit card statement has all the benefits of adding a job cost A/P invoice, where job costs & overhead charges can be added on one invoice. However, it has an additional benefit: it can pay any A/P invoice with an outstanding balance.
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Billing Preferences Many billing functions in Clients & Profits X are customizable. These options give you more control over how the billing system operates. With these billing preferences, you can enable or disable the General Ledger, client balances, vendor balances, and automatic media WIP entries. It also includes settings for standard billing rates, sequentially numbering journal entries and A/R invoices, and more.
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Daily Time Card for iPhone With Web Access enabled in Clients & Profits, you can now access your Daily Time Card on your iPhone. We've customized the Daily Time Card web page to display perfectly on the iPhone or any Smart Phone device with a real web browser.
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Redesigned Web Access The newly redesigned web access page now includes more than just your time card. Resembling the Creative Dashboard in Clients & Profits, it contains a calendar, job hot sheet, your deadlines, and an In/Out Board showing who's connected to C&P and who's not.
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Approval Manager Everyone in the shop gets their own Approval Manager that shows the requests they've made and the requests waiting for their approval. One window shows all approvals. You're even e-mailed when an approval is made. It's quick, easy and, best of all, foolproof. No more nagging.
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Job Approvals Anyone can add approval requests for concepts, draft copy, final artwork, and more (not to mention for creative briefs, change orders, estimates, and schedules). Clients can approve your requests via e-mail or from a custom My C&P! X page.
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Approving Requests Users with the right access privileges can approve requests from any computer. Requests can be approved with conditions or rejected with an explanation. In any case, the requestor finds out instantly via e-mail.
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Creative Dashboard Inspired by the popular C&P ASAP home page, the Creative Dashboard tracks your deadlines, time, and jobs in one simple window. This means no more flipping around trying to keep up with the day's work.
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Schedule Revisions Talk about accountability: like estimates, prior revisions to a job's schedule can be saved and recalled later. You can replace an existing schedule with a previous version with one click.
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Print Specs/RFQ: Scope The printing specifications process has been completely modernized for today's print projects. Every print spec starts with its scope: its format, quantity, delivery date, and prepress details.
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Print Specs/RFQ: Production Requirements Everything about the print project gets described here: bleeds, folds, paper stock, finishes, binding, inks, and special items -- just choose from the preset options already there (which can be customized, too).
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Print Specs/RFQ: Delivery Information From delivery date and locations to quantities and packaging instructions, clear up any confusion here. It couldn't be clearer ... and ensures the vendor gets everything right.
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Print Specs/RFQ: Vendor Bids Adding a print spec is fast, but getting three vendor bids is even faster. That's because a Request for Quote can be e-mailed to up to three vendors from the print spec with one click. When the winning bid comes back, awarding it automatically cuts a PO.
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Users > Approval Access Anyone can make approval reqeusts. But only users with the right access privileges can approve proposals, jobs, estimates, purchase orders, and more (one or many, as needed). These permissions can be changed any time.
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Adding Recurring Billings A year's worth of billings for routine monthly charges like web hosting, account management fees, PR retainers, and more can be added for any client job and up to six different job tasks.
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Sales Commissions It's easy to make quick work on figuring sales commissions on client billings. In fact, it's automatic. Just enter the rates and choose your commissionable tasks -- C&P X handles the rest.
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Expense Report Payables If a staff member is added as a vendor, their expense reports can be automatically added as an A/P invoice to be paid on the next check run. |
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