FiNAC Agency System

Job Manager

  • Comprehensive Job Management: Handles all incoming agency work as Jobs.
  • Pre-Costing and Job Costing: Provides detailed costing for each job.
  • Seamless Conversion: Jobs are converted to Estimates, which can be invoiced effortlessly for both clients and suppliers.
  • Departmental Tracking: Clearly indicates job ownership by department to facilitate Cost of Sales determination.
  • Automated Supplier Purchase Orders: Automatically generated upon Estimate approval.
  • Resource Allocation: Enables resource planning for Pre-Costings.

Permissions Management

  • User Creation: Add employees to the Masterfile and assign them to specific user groups.
  • Permission Customization: Define specific permissions for each user group, down to action-level details (e.g., Add, Edit, Delete, View).
  • Robust Control: Centralized management of user access and actions.

Notification System

  • Notification Matrix: Each user group is linked to a customizable notification matrix.
  • Action-Based Alerts: Notifications triggered for predefined actions (e.g., operations team receives alerts when an Estimate is approved).

Traffic Controller Operations

  • Resource Monitoring: Tracks resources allocated to each job, ensuring real-time milestone monitoring.
  • Deadline Tracking: Reports highlight milestones that exceeded deadlines and by how many days.
  • Performance Comparisons: Enables comparisons between the Account Management and Creative Departments.
  • Timesheet Integration: Captures man-hours spent on each job to ensure accurate tracking and analysis.

Advance Request Management

  • Supplier Advances: Allows suppliers to request advances based on their Purchase Orders.
  • Approval Workflow: Advance requests are subject to prior approvals.
  • ERP Integration: Seamlessly integrates approved advance requests into FiNAC ERP for processing.

Invoicing

  • Integrated Invoice Processing: Fully supports client and supplier invoicing directly through FiNAC ERP.
  • Simplified Workflow: Ensures smooth and efficient processing of all financial transactions.
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