Q. December is period 12.  Where do we go from here?

In January, you will change your current accounting period to 13 in the Accounting Periods preferences.  Clients & Profits Classic has a total of 15 accounting periods and Clients & Profits Pro has a total of 24 accounting periods.

Q. Can I add a bank deposit that is not client related?

Yes.  Choose Accounting > Client Payments, then from the menu bar, choose Edit > Add Bank Deposit.  You can add a description to the transaction, so you'll know what the income source was.  If needed, you can distribute the deposit to more than one G/L account.

Q. In the Traffic window, there are headings for for traffic assignments.  Where are they set up?

The traffic assignments are codes set up in the Job Preferences window that help you assign key tasks, like production manager or art director, to your staffers.  You can add a total of six two-letter codes, such as AC (for account coordinator), CD (creative director), AD (art director) -- whatever codes best describe key responsibilities.

Q. What does Resource mean in the Job Schedule window?

The resource is the staffer that has been assigned to a task or sub-task.  The resource initials are the staffers' ID, which is assigned in the Staff window (Setup > Staff).  Tasks assigned to resources in the job's schedule appear on their Weekly Task Planner, so they'll always know what tasks and jobs they're assigned to.

Q. How do I assign more than one resource to a task?

In the job's schedule, you can add sub tasks and assign different staffers to them.  Although you can add as many sub tasks as you need, the total number of estimated hours for all sub tasks can't exceed the total estimated hours assigned for the main task.  Sub tasks can be renamed for a more complete description.

Q. Where are the estimated hours for tasks added?

Add estimated hours for tasks in the Estimate window.  They can be added in the estimate hours column or by using in the Estimate Worksheet for each task.

Q. How do I close a purchase order?

While you don't necessarily have to close POs, you may want to if you have many open purchase orders with small negative or positive balances or open purchase orders that you've already added the Accounts Payable invoices for.  You can close these purchase orders manually one at a time by clicking the close box on the PO, or you can close many of them all at once.  To close many at a time, choose Production > Purchase Orders, then from the menu bar, choose Edit > Update Order Status and click the Close checkbox for all orders you'd like to close now.