FiNAC Agency System

System streamlines business operations by managing jobs, permissions, notifications, resources, advance requests, and invoicing. It allows job costing, seamless conversion of jobs into estimates, and tracks departmental ownership. Permissions are customizable for user groups, with centralized access control. The notification system alerts users based on predefined actions. Traffic operations monitor resource allocation and track deadlines.

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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