ACCOUNTS PAYABLE

Accounts payable has been completely rewritten using our new, standard, interface feature set and includes some great new enhancements. Highlighted below are just a few of the more than fourteen new features & benefits:

·         Data entry is streamlined and simplified with new list boxes, filters and searching tools for both media and production.

·         Enter net or gross amounts for media orders, allowing you to control extra pennies and rounding.

·         Edit the selected vendor directly from accounts payable using the Edit Vendor features.

·         Three new search options are available for locating and reviewing invoices by many different criteria: By Vendor, By Invoice and the powerful new option-- By Invoice Details. This great new option allows you to choose your search criteria to include things like production purchase order number, job number, expense account, approval flag, and order number.  You can search for all invoices posted to a specific job or account number.

For more information, contact us at www.gotoadvantage.com

The new Client Relationship Management (CRM) application provides new insights into your client relationships, especially new business clients and prospects. 

 ·         CRM tools allow you to track communications and activities with current and future clients.

·         Company profiles store identifying information on your clients and prospects for analysis.

·         The activity summary provides an interactive tool for tracking current status and all activities.

·         Enter and track the value of the business you are working toward using Opportunities which are automatically converted to contracts when you win the business.

·         Contracts store agreed upon rates, fees, reporting schedules and other details. 

·         Advantage sends you reminders when contract renewal dates are approaching and when required reporting is due.

·         Scheduled Activities such as calls, to-dos and meetings can be added to the calendar by client or project so that you can track your activities.  Scheduled activities are accounted for in overall workload calculations.  Time can be recorded with a single click.

·         Designed for prospect focus in mind where there’s a clear interest and ongoing communication with the prospect. It’s not designed  with a lead focus, e.g. it’s not designed for mass-email marketing blasts.