Visual Dolphin Job Costing is a powerful and unique tool, specially designed for advertising, public relation, event and digital agencies. It streamlines business operations starting from the client brief to estimating the costs of jobs, issuing client quotations, generating invoices, controlling the cost spent and leading to profit margin analysis.
Inspired from the working procedures found in hundreds of institutions in the communication industry, Visual Dolphin Job Costing was designed to be the perfect solution for small, medium & large groups of agencies with multiple branches. It is the result of more than 30 years of experience in implementing business solutions across the world.
Visual Dolphin Job Costing provides client, supplier & employee relationship management (CRM) functionalities which are fully integrated into the job management system. Consequently, there is no need to re-enter the third parties’ information data; a benefit which dramatically improves its uptake amongst users.
- Detailed company information including name, location & address, classification& company phone numbers (private and public).
- Contact definition including names with titles, positions, personal phone numbers & email addresses.
- Advanced search for a customer by any of the above elements.
- Analysis for all companies related to the same group or holding company.
- Any change to the third party information is recorded and saved for review. Details, down to the user making the changes, the date and the time the action took place are kept in an audit log.
- Sensitive third party information such as the supplier bank details and client credit limit scan only be changed by users having the appropriate privileges.
- Records of Third Party Changes – SOX anti-fraud compliancy.
Prior to dealing with third parties, certain agencies may require a financial and legal investigation as part of their internal procedure. After gathering and reviewing the required information, Management approval is needed to render the third-party active and available to the operation.
- Sensitive third party information such as the supplier bank details and client credit limits can only be changed by users having the appropriate privileges.
- Copy of financial & legal documents such as company registration, trade license, tax license, authorized signatories and banks documents can be stored for each third party.
Listing of jobs, invoices, LPOs, supplier expenses& time sheets showing the financial (SOA, TB, Aging, etc…) and workflow status (awaiting approval, approved, under process, lost or cancelled, etc…)
- Clients
- Suppliers
- Employees
- LPO’s
- Time Sheet