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What's New - August 7, 2023
PO search and report enhancements, Supplier filter on Media Financial Summary, Freewheel API Upgrade, Aging Currency Report
Purchase Order Enhancements
Look up purchase orders for a specific product
What is it?
A Product filter is now available on the Purchase Orders landing page.
Why does it matter?
This enhancement is helpful for clients with multiple products and agencies who require products on all jobs. You can now narrow down your PO search for a specific Product within a Client.
How does it work?
To learn more on how to search for a purchase order, click here.
Job Description on Purchase Order Report Export
What is it?
The Excel version of the Purchase Order Report now includes the Job Description.
Why does it matter?
This addition provides detailed job information for each order. It's a time saver for anyone managing POs.
How does it work?
To learn more on how to access purchase order reports, click here.
Filter your media cash flow report by supplier (US Only)
What is it?
The Media Financial Summary page now includes a Supplier filter. This page is only available for agencies who are on Freewheel and Mediaocean.
Why does it matter?
The Media Financial Summary includes all of the cleared invoices from Freewheel or Mediaocean and the corresponding payment status for each invoice. The Supplier filter allows you to zoom in on all Media Estimates (or Media Schedules) that includes a specific media vendor. You can view the corresponding billing and receipt details for each vendor invoice to assist in your "pay when paid" analysis.
How does it work?
Navigate to Media>Media Summaries>Media Financial Summary and enter/search for a supplier code/name.
Note for Mediaocean agencies:
Client bills that were imported without a corresponding Cost of Media file will now show up alongside the vendor invoices for the Supplier selected.
Freewheel integration update (US only)
What is it?
Accountability now supports version 5 of the Freewheel Financial API. This is in preparation for the deprecation of version 4 on September 30, 2023.
Why does it matter?
This will ensure continued connectivity between the Freewheel media platform and Accountability to synchronize master data, client bills, and vendor invoices.
A major benefit from this upgrade is that we are now sending a response back at the transaction level, making it easier for the Freewheel Support team to identify the import status of each transaction.
How does it work?
There is no change to your client billing and vendor invoice clearance process. Freewheel is coordinating a phased upgrade for all agencies throughout August.
Report Currency added to AR and AP aging Report
What is it?
Receivables and Payables Aging reports can now be requested using a specific Report Currency.
Why does it matter?
Global finance teams can use this option to normalize data across multi-currency offices. When using the Report Currency, you can look up the FX rates from the Current Exchange Rates.
Agencies using Consolidated Exchange Rates can use this option when comparing their AR and AP Aging with their consolidated GL reports.
How does it work?
To learn more on how to create AR and AP aging reports using report currency, click here.
