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December 2023 Updates
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Report Setup
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Journals
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General Ledger Reports
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WIP Take Ups
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Fixed Assets
General Ledger Setup & Postings
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Revenue Recognition and Tools
Accrued Revenue
Deferred Revenue
Revenue Recognition
Receivables
Production Invoices
Receipts
Sundry Invoices
Reports
Other
Client Summary Invoices
Client Job Invoices
Payables
Supplier Invoices
Payments
Reports
Incoming Supplier Invoices
Talent
Budgets & Forecasts
Expense Budgets
Payroll Budgets
Revenue Tracker
Budgets
Cashflow Budgets
Budget Setup
Budget Reports
Training Packet
Admin
MDM
Time Management
Expense Management
Job and Estimate Management
API & Integrations
Accountability API
Integrations
Plaid Integration
Media Finance
Payroll
Project Management
Reporting
Financial Statements
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Sales
Media Finance
Mediaocean Integration
Freewheel Integration
Intercompany
Studio
Talent Sponsorship
Taxes
Implementation and Onboarding
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Manage
Product Updates
Live
December 2023 Updates
Early Access
Tutorial Video Library
General Navigation
Time and Task
Job Management - Basics
Estimate Management - Basics
Estimate Management - Advanced
Purchase Order Basics
Production Invoice Basics
Sundry Invoice Basics
Receipts Basics
Supplier Invoice Management Basics
Payment Basics
Expenses & Credit Cards
Reporting
Master Files
Manage
Mobile App
What's New
Setup and Configuration
FAQs
Navigation and General
Tips & Tricks
Customization
Setup
Support
My Dashboard
My Messages
Security
Time and Tasks
My Time
Timesheet Proxy
Time Reports
Time Posting
Tasks
Manage
Leave
Employee Expense Summary
Expense Claims
Credit Cards
Inventories
Approve
Supplier Invoices
Expense Claims
Credit Cards
Purchase Orders
Client Job Invoices
Weekly Timesheet
Journals
Jobs
Jobs
Estimates
Revenue Tracker
Resource Tracker
Supplier Bids
Purchase Orders
Internal Charges
Job Cost Transfers
Job Reports
Job Summaries
Campaigns
Media
Media Accounting
Media Summaries
Media WIP Take Up
Media Reports
Accounting
General Ledger Accounts
Receivables
Payables
Revenue Tool
General Ledger
Budgets
Prepayments
Master Files
Prospects
Clients
Employees
Task Types
Suppliers
Contacts
Update
Setup Files
Report Setup
Set Up Options
User Access Groups
Currencies
Tax Codes
Withholding Tax Codes
Bank Feed
Custom Codes
Approval & Posting Settings
Setup Options
Accounting Options
General Options
Report Setup
Other Options
Timesheet Options
General Ledger
Journals
General Ledger Accounts
General Ledger Reports
Bank Reconciliation
WIP Take Ups
Retainers
FX Revaluations
Fixed Assets
General Ledger Setup & Postings
Posting Options
Revenue Recognition and Tools
Accrued Revenue
Deferred Revenue
Revenue Recognition
Receivables
Production Invoices
Receipts
Sundry Invoices
Reports
Other
Client Summary Invoices
Client Job Invoices
Payables
Supplier Invoices
Payments
Reports
Incoming Supplier Invoices
Talent
Budgets & Forecasts
Expense Budgets
Payroll Budgets
Revenue Tracker
Budgets
Cashflow Budgets
Budget Setup
Budget Reports
Training Packet
Admin
MDM
Time Management
Expense Management
Job and Estimate Management
API & Integrations
Accountability API
Integrations
Plaid Integration
Media Finance
Payroll
Project Management
Reporting
Financial Statements
Client Profitability
Billings and Revenue
Sales
Media Finance
Mediaocean Integration
Freewheel Integration
Intercompany
Studio
Talent Sponsorship
Taxes
Implementation and Onboarding
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Central place to manage approvals for job transactions and team requests.
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Leave
How to access leave request via My Leave mobile
How to view and export the leave calendar report
How to view and export the leave reconciliation report
How to delete and edit a leave type
How to add a leave type
How to approve, reject or delete a Leave request
How to send a leave approval reminder for managers
How to track and submit leave requests - My Leave
How to add and change an employee's leave entitlement or opening balance
See more
Employee Expense Summary
How to view and track an employee expense summary
How to view, edit, and delete an employee expense budget.
How to create an Employee Expense Budget.
Expense Claims
Centralize expense receipts
How to enter your bank account details for reimbursement
How to track the status of an expense
How to create and submit an expense claim
How to manage expense task types and categories
How to search for an expense claim
Expense management
How to create and submit an expense via mobile my expenses
How to define a default mileage rate for expenses
Specify a Location on Expense Claim Items
How to delete an expense claim
How to set up an expense claim proxy
How to create an expense claim
How to approve or reject an Expense Claim
See more
Credit Cards
How to code, and submit a corporate credit card transaction
How to search for a corporate credit card transaction
How to manually create a credit card merchant
How to use the code all feature with credit card transactions
How to code batch credit card bills
How to edit a corporate credit card bill
My corporate credit cards mobile web
How to add a credit card holder?
Corporate credit cards
How to create, and submit a corporate credit card bill
How to delete a corporate credit card bill
My corporate credit cards
How to approve or reject a corporate credit card bill
How to Import a Credit Card Statement
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Inventories
How to create Inventory
How to browse and manage Inventories
How to create Inventory types
How to create Inventory locations
How to create Inventory spaces
See more