Financial Management with Synergist

Invoices can be based on the Billing Plan, the quote, the actual costs incurred, or any other starting point. There is a wizard to take you through the steps, many of which can be defaulted to suit your process. You can see the costs related to the work being invoiced and control which are ticked off against the invoice, eg if you are just billing for the print purchase, you can leave the time unticked for the next invoice.

There is a draft approval process for an invoice and once approved, it can be checked by Finance and then sent to the client. The invoice value can be automatically allocated to sales nominal codes, using information already set up in the system if required. A posting to the agency accounts system then takes place. NB if set up in the appropriate way, it is possible to produce an invoice without keying anything at all.

Make Informed Decisions with Synergist

Time can be entered in a variety of ways and during the business process discussions a decision will be made on the most suitable method. For a project manager to manage the job effectively it is a requirement for all resources working on the job to record their time on a daily basis.  This will enable the project manager to make informed commercial decisions on the job and were appropriate take actions to ensure that the extra costs can be passed on to the client. The quantities of individual materials used can also be recorded on the timesheet.  Materials are usually items such as copying, printing, proofs, display boards, postage etc.

Express Systems will take you every step of the way to ensure your system is installed and all the staff are trained so that you get the most out of your Job tracking Systems. The agency CRM System within Synergist will give you total control over your sales & marketing.