- Setup Options
- Other Options
-
Product Updates
-
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
-
FAQs
-
Navigation and General
-
Time and Tasks
-
Manage
-
Approve
-
Jobs
-
Media
-
Accounting
-
Master Files
-
Setup Files
-
Setup Options
-
General Ledger
-
Revenue Recognition and Tools
-
Receivables
-
Payables
-
Budgets & Forecasts
-
Training Packet
-
API & Integrations
-
Reporting
-
Sales
-
Media Finance
-
Intercompany
-
Talent Sponsorship
-
Taxes
-
Implementation and Onboarding
-
Work In Progress (WIP)
How to set up media options
Configuration for Freewheel and Mediaocean integration.
Steps:
- Navigate to SET UP FILES > Set Up Options.
- Click MEDIA OPTIONS.
- Use the checkbox to enable or disable a specific accounting transaction feature.
Option | Description | Default Setting |
Disclose Service Fee on Client Media Invoice |
Allows service fees to be itemized on client media invoices. Only relevant if using the Media function. |
Unchecked |
Media Client Invoice requires appearance reconciliation |
Enforces reconciliation of appearances before client invoices are finalized. |
Unchecked |
Media Supplier Invoice requires appearance reconciliation |
Requires reconciliation of appearances before supplier invoices are approved for payment. |
Unchecked |
Use Freewheel Media |
Enables integration with the Freewheel Media system for media planning and tracking. |
Unchecked |
Use Media |
Activates media-specific workflows and options within the platform. |
Unchecked |
Use Media Sales Less COGS Accounting |
Tracks media sales and cost of goods sold (COGS) separately, offering detailed financial reporting. |
Unchecked |