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Setup Files
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
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Tips & Tricks
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My Dashboard
My Messages
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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
Back to home
Setup Files
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
Setup Files
Organization level records and settings including Offices and User Access Groups.
How to create custom codes label
Restrict Suppliers, Tax Codes, and WHT Codes to a Country
Report Setup
How to create Disclaimers at the Supplier level
How to create or edit a logo file
Add or Suppress Underlining on Estimates, Invoices and PO’s
Define sender details on reports
Set Up Options
How to create a custom code list
Change an Accounting Period
Close the accounting month for specific transaction types and/or offices
How to use the Rounding Option on Scheduled Invoices
How to reassign approvals of own credit card claims to a supervisor
How to receive notifications on approval scenarios
How to reset expired CSI user credentials
How to enter a supplier invoice using total control
See more
User Access Groups
User access groups
Currencies
Consolidated Exchange Rates
Multi-currency handling
How to define a client currency
How to define an office home currency
How to Create a New Currency
Transacting in a foreign currency
FX Monthly Report Rates
See more
Tax Codes
How to set up tax codes
Withholding Tax Codes
How to create Withholding Tax Codes
Withholding tax code thresholds
How to create a Withholding Tax Code posting
Bank Feed
How to setup Bank Feeds for Australia and New Zealand
Custom Codes
Custom code lists page
How to delete a custom code list
Approval & Posting Settings
How to create sequential approvals for Client Job Invoices-Final
How to create sequential approvals for Client Job Invoices-Draft
Sequential approvals
How to create sequential approvals for Supplier Invoices.
How to create sequential approvals for Weekly Timesheets
How to create sequential approvals for Journals
How to create sequential approvals for Expense Claims
How to create sequential approvals for Credit Cards
Expense claim approval workflow
Credit card approval workflow
How to set up approval and posting settings for Expense and Credit Card claims
Approval & posting settings
See more