Sapphire is getting even better based on valuable feedback from beta testers!  Just when you thought it couldn’t get better, we’ve added additional features such as more automatic alerts in project schedules, a CRM dashboard, all new accounts payable import, all new purchase orders, and more!  Phase II of the Sapphire beta will be ready soon and will include all the new enhancements requested during the beta period.  Contact us at www.gotoadvantage.com for information on Sapphire.

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. 

SAPPHIRE IS HERE! …and it’s just an upgrade away for you to harness the power.  

Are you ready for Media Planning?

The new media planning application is based on an incredible amount of input from a large segment of our media savvy clients. The beauty of this module, besides saying “goodbye” to Excel spreadsheets, is the integration it brings to your Advantage media data.

·         Create plans for all media types using interactive tools that generate flow charts as you design the plan.

·         Define the media plan template yourself to capture any type of information desired.

·         A spreadsheet-like interface enables you to enter proposed spending broken out by media-specific units and other details you can report on.

·         Use the copy feature to quickly and easily build plans using existing data.

·         Create client-facing flow charts, reports and dashboards based on the plan data.

·         Generate media authorization forms.

·         Track and compare the gross media budget to media estimated.

·         Track and compare approved media estimates to ordered, billed and received from vendors.

·         Future enhancements include creating orders from detailed plan estimates, pre-billing those orders, and tracking actual progress. 

·         Includes reports and dashboards on all available data.

To learn more, visit us a www.gotoadvantage.com

blue Sapphire beta testing

Are you ready for the next generation of blue?  blue Sapphire will be available for beta testing soon!  We are now looking for volunteers!

Sapphire builds on the popular blue platform and includes a large number of enhancements including ones you’ve previewed at the Advantage conference and have been hearing about through our blogs.  Release notices are located on our Users Portal and include all the enhancements in this exciting new release!   Contact us at www.gotoadvantage.com if you would like to learn more about Sapphire or participating in the beta process!

Accounts payable has been completely rewritten using our new standard features and includes some great new enhancements!

·         Data entry is streamlined and simplified.

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

·         List boxes, filters and searching are all greatly improved for both media and production.

·         Recurring payables has been integrated with the accounts payable module for single source access.

o    You now have the ability to change the system-defined invoice number before posting recurring payables.

·         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:

o    By Vendor including category, office, default AP account, market, vendor city, vendor state.

o    By Invoice including vendor, vendor description, category, office, market, invoice number, invoice date, entry date, invoice description, invoice amount, payment hold flag and 1099 flag.

o    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.  Using this option, you can search for all invoices posted to a specific job or account number.

We are looking for a Project Management Implementation Specialist! We have an immediate need for someone with experience using project management software and managing software implementation.  Advantage or Webvantage experience is a plus, but not required.  The position is in our Mooresville NC office and involves working with new and existing Advantage clients during the software implementation process.  To inquire, visit our website atwww.gotoadvantage.com/contact-us/careers.