Financial Report

A. After the Client has approved the media buy, youll need to manually tell CurrentTrack to pull the numbers into the jobs Financial Report. Do this by going to: Clients & Jobs -- Client -- Job -- I Want To: Open Documents Folder. Edit the appropriate Print Media Detail and check the box beside Final Revision. Click Next Step on the next two screens and then check the box beside Enter Monthly Billing Projections Next. Click Submit Print Media Detail. Enter the appropriate dollar figures into the spaces provided and click Submit. Said figures will now appear within the job's Financial Report.

A. After the Client has approved the media buy, you'll need to manually tell CurrentTrack to pull the numbers into the jobs Financial Report. Do this by going to: Clients & Jobs -- Client -- Job -- I Want To: Open Documents Folder. Edit the appropriate Broadcast Media Detail and check the box beside Final Revision. Click Next Step on the next two screens and then check the box beside Enter Monthly Billing Projections Next. Click Submit Broadcast Media Detail. Enter the appropriate dollar figures into the spaces provided and click Submit. Said figures will now appear within the job's Financial Report.

A. First, go to the [job] Financial Report and determine which Employee(s) Time Sheet(s), by date, include the increment(s) to be moved. Next, go to Administration -- Agency Administration -- Manage Time Sheets and Edit Employee's Time Sheet. Overwrite the Job Number(s) and click Update Time Sheet; Complete Time Sheet.