Agency dashboard
An accounting or marketing agency's figures for a period: the fees billed, the part on monthly retainers, the clients billed and the hours billed; the fees by service and the top clients; each staff member's fees, hours, open jobs and overdue jobs; and every open job on the Jobs board by step, with the overdue ones listed oldest first.
Steps
- Pick the period at the top: a month, a range, a year or specific dates. The job tiles count every open job whatever its date.
- Press an overdue job to open its invoice, or Open the Jobs board to move it on at the till.
Tips
- Amounts are as rung up on the agency's invoices (quantity × price less the line discount). Hours are the lines sold by the hour; enter the accountant or account manager on each line so the staff table and timesheets are right.
- A job is overdue when its due day (filing deadline, due or go-live date, retainer end) has passed and it is not delivered. This dashboard is only for Accounting Agency and Marketing Agency stores.
In the app, press F1 or ? on this screen to open this guide next to your work.
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