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Monthly Archives: November 2019
13.5 Setting Up Suppliers
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13.4 Deleting Clients
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13.3 Setting Up Clients
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13.2 Removing Users
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13.1 Setting Up Users
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3.8 How do I Create a Project for a Press Tour?
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3.9 How do I Create a Project for Advertising Placements?
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4.1 How do I see all of my To-Dos?
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3.10 The Project Doesn’t Have a Fixed Cost. How do I Create a Quote/Tasks?
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14.7 How Do I Work Out the Cost of a Project?
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12.8 How Do I Refine a Filter?
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14.1 How Do I Filter Lists?
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12.6 Napier Custom Reports: SQL
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12.5 Single Item Report
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12.4 Client Profitability Report
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12.3 Time Recording Overview
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12.2 Project Target vs Actual Report
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12.1 Agency Target vs Actual Report
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11.4 Colour Separations (seps) and Photo Prints
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11.3 Several Design Projects Can Be Managed on One Main Project
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11.2 One Design Project Can Have Several Briefing Sheets
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11.1 Design Projects – Invoicing Several projects on one Invoice
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10. Materials
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9. Suppliers/Customers
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7.7 Invoicing Mixed Currency Items in one Invoice
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7.6 Invoicing Prepayments
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7.5 Dealing with VAT on Invoices
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7.4 What to do if the Quote Doesn’t Pull Through to the Invoice
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7.3 Creating an Invoice
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7.2 Invoicing Multiple Projects on One Invoice
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7.1 Posting Invoices
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6 Emailing and Saving PROAD Documents
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5.3 Purchase Orders in Other Currencies
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5.2 Advertising Space Purchase Orders
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5.1 Standard Purchase Orders
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4.7 Changing Hours on a To-Do
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4.6 To-Dos when Work Gets Delayed
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4.5.5 Analysing Tasks
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4.5.4 Viewing Your Tasks
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4.5.3 Setting Tasks to Done
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4.5.2 Copying To-Dos
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4.5.1 Tasks Assigned to One Individual Only
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4.5 What To-Dos Should I Create?
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4.4 Timescales for To-Dos
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4.3.4 Manually Creating To-Dos
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4.3.3 Copying To-Dos from one Month to the Next
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4.3.2 Copying To-Dos from other Projects
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4.3.1 Creating To-Dos from Quotes
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4.2 Naming To-Dos
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4. Tasks/To-Do Overview
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3.7 Marking Up/Profit Margins
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3.6.7 Multiple Currency Quotes
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3.6.6 Adding Time to Manage Media Buyer and Production
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3.6.5 Advertising and Commission Quotes
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3.6.4 Including Several Activities on One Quote (or Invoice) Line
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3.6.3 Time and Materials Quote
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3.6.2 Consultancy Quotes
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3.6.1 Importing Quotes
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3.6 Quotes Overview
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3.5 Project Details Tab
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3.4 Project Delivery Dates
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3.3 Project Stages
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3.2 Project Naming Conventions
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3.1 Project Types
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3 Setting up Projects
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2.5 Step-by-Step Guide to Recording Time in PROAD
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2.3 Which Project/Service Code to Use?
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2.2 Recording Time
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15. What Time Should Be Billed to Clients
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16. PROAD Icons
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