Q. Where is the 1099 information located?

1099 information is one of the Check Tools.  To access your 1099 reports, choose Accounting > Checkbook, then choose Edit > Check Tools > 1099 Reports.  From this window, you can print the 1099 Preview report, the 1099 Forms and the 1099 Summary report.  It will also give you information for ordering forms to make your 1099 reporting easier.

Q. Is is really necessary to backup our data?

Absolutely. Your Clients & Profits database is your agency's backbone -- without it, you could lose important financial, client, and staff information.  You should backup every night and keep at least two weeks of backups off site.  There are many backup software applications available that can automate the backup, so all you'll need to do daily is insert a new disc, tape, or other recordable media.  Because backing up your data is a vital task, make sure more than one person knows how to do it. For more information, see the Backup Tips tech note.

Q. Where are the milestone codes set up?

Milestones mark the important steps in a job's development, such as meetings, approvals, vendor due dates, and more.  They are set up for each Job Type/Spec Sheet.  Choose Setup > Job Type/Spec Sheets.  Click on the Milestones link.  You'll see all of your job types listed, and you can add up to 12 steps for each job type.  After setting them up, you'll find that traffic reports are much more helpful in managing your shop's workflow.

Q. What is a job type?

Job types classify a job by the kind of work that it is, such as brochures, media, collateral, web sites, etc.  Each job type can have it's own task template, job specifications, estimate options, and creative brief, and traffic milestones.  When you add a job using a Job Type, everything you set up in the Job Type window is automatically copied to the new job, saving you time.  Also, many reports in C&P can be printed by Job Type. Learn more about Job Types in the Clients & Profits Online User Guide.

Q. What does it mean when the Unbilled column of the job ticket has a negative number?

A negative number indicates that this task has been billed for that much more than actual costs added to that task.  For example, if you have $100.00 in unbilled costs and you add a billing for $200.00 to that task, you'll see an unbilled amount of -$100.00 in the Unbilled column on the job ticket.

Q. I added a change order and the estimate amount did not increase on the job ticket.  Why?

A change order does not increase the amount of an estimate or budget.  Instead, it's an additional document that tracks additional information about a job's progress.  To see change orders added to a job, click the Change Orders button on the Job Ticket.  Here, you can see a list of all orders added, who added them, the budget, status, and more.  You can also add, edit, and print change orders for client approval, if needed.