The Advantage Conference
Save the date-May 19-22, 2013

The Advantage Conference returns next year with fresh, new content. Gain knowledge, perspective and insight about everything Advantage. Network with your peers and hear from other agency professionals.  Plus, it’s the debut of blue Sapphire! Our most advanced agency management software gets even better. Stay tuned for more information and the official conference agenda! We look forward to seeing you in May!

Project Management - Implementation and Setup

PROJECT MANAGEMENT – IMPLEMENTATION & SETUP

You may be thinking of taking advantage of some of the new Project Management features with the release of blue.   If you haven’t used some of these features before, many of them have additional setup required to utilize them to their fullest.  To review the decision points related to these tools and the setup details, refer to Chapters 6 & 7 of the Implementation Guide.  The Implementation Guide can be downloaded from the User Portal, and has details on all of the options, tools, as well as checklists to aid with your setup.

The primary element that you’ll need prior to any setup decisions or implementation is a documented workflow for your operation.  Once you have this critical piece of information, it will be easy to determine which features you want to utilize as well as having much of the details for setup outlined.   Another helpful document is the Project Schedule User Guide, outlining the use of the scheduling and alert features.

We also offer consulting services to assist you in the set up and implementation of the Project Management  features as well as training.  For more information about our consulting and training, contact Dena Alleman at dena.alleman@gotoadvantage.com or at 704-662-9980 ext 508.

Advantage automates Sequential Liability for Agencies Automatically!

The Check Writing application can automatically enforce Sequential Liability procedures.  Sequential Liability is a term that refers to the process to ensure your vendors will not be paid until you have been paid by the client tied to the vendor’s invoice.

·    In Check Writing, use the Paid by Client method in the Selection Criteria 2 tab to view the invoices.  Then automatically approve invoices for payment by clicking on the Auto Approved Qualified Payables option in the Vendor Detail tab.  The invoice amounts will automatically be selected for payment if they meet any of the following criteria:

o  Paid by your Client

o  Non-Billable Expense

o  Overhead Expense

·    You can also drill down by the Accounts Payable invoice number and see job or media order information including AR Invoice and Client Payment details.

·    For more information, please refer to the Help topic on Check Writing & Reports-Vendor Detail Tab section or contact Software Support for assistance.