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Media Billing Summary

Hi. My name is Brock and I work primarily in the media department at Nerve. I am a relatively new user of Clients & Profits and I'm looking for some help or advice regarding print and broadcast media summaries. I would like to print some form of a summary report in Clients & Profits that would display the monthly net and gross billing (or unbilled amounts) per client. I have tried using "Print Reports: Summaries" from the "Print Insertion Orders" menu. My primary obstacle is that it only filters the insertions out by "date added" or "date due."

Ideally I would like the report to only show the individual insertions that will run in a specified month; basically I want to be able to filter by insertion date, or in the case of broadcast orders, by broadcast month. This summary would work as a "check-off" sheet when publication or broadcast invoices are received. Our accounting department would also use this summary to double check that the client is being billed properly and the proper amounts are being paid to the vendors. (I have considered using "Custom Reports" to create this report, however as a media planner I don't have access to this function.)

If you have any resolutions or insight (or if you know of someone who does), I would greatly appreciate your reply. Also, if you have questions, feel free to ask.

Thanks,

Brock Madsen
Media Nerve, Inc.

The summary report you're asking for isn't available at this time in Clients & Profits. In the meantime, I would recommend you use the Media Reconciliation - by Client report. This report will show you net & gross amounts, and whether an A/R or A/P invoice has been entered for the insertion/broadcast order - so your accounting people could use it as a "check off" sheet for tracking vendor invoices, unbilled clients, etc. You can print the report from: View > Media Plans (Media Estimates) > File > Print Media Reports > Post Buy > Reconciliation - by Client

The Unbilled Media report will also show accounting know who still needs to be billed for their media buys. That report can be printed from: Snapshots > Work In Progress > Unbilled Media

Hope this helps!

Best Regards,

Mary Peczeli
Clients & Profits

My dilemma is similar to that which Brock posed. Is there any way of generating insertion order summaries other than by order or due dates? Due date is helpful for production, but order date, in my opinion, is a totally useless filter.

C&P, is this something you will address soon?

Thanks,

Terry Wing
Director of Media Services
Weidert Group