MarketingPilot AMS software provides a complete expense management solution that tracks expenses from request for quote through payment.
- Use a central dashboard for all expense management activities.
- Track an unlimited number of expenses.
- Setup complex discounts and apply them automatically to Expenses.
- Expenses can have an unlimited number of line items
- Associate expenses with clients, tasks, jobs, campaigns, and programs.
- Clients, campaigns, programs, jobs, and vendors have their own expense dashboard.
- Prevent unauthorized access or updates with built-in security functions.
- Track cooperative marketing payments.
- Multiple currencies (Enterprise Edition).
- Track make-goods and credits.
- Annotate accounting transactions with notes.
- Attach accounting related documentation including contracts, emails, faxes, mockups, PDFs, etc.
- Track accounting and financial information by client, campaign, program, and job.
- Track production charges.
- Integrated approvals functions: route expenses and purchase orders for approval.
- Track expenses by expense account.
- Manage accruals as well as cash expenses; track accruals and accrual dates.
- Track sales, VAT, GAT taxes.
- Track 1099 Vendors.
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Accounts Payable
MarketingPilot AMS provides a powerful accounts payable solution that tracks what is owed to vendors.
- Use a central dashboard for all accounts payable activities.
- Setup multiple AP Accounts.
- Place Vendors on hold; assign AP Priority to Vendors.
- Set Terms.
- Setup credit card accounts to better manage credit card transactions.
- Associate payables with vendors, clients, tasks, jobs, campaigns, and programs.
- Clients, campaigns, programs, jobs, and vendors have their own payables dashboards.
- Prevent unauthorized access or updates with built-in security functions.
- Track make-goods and credits.
- Annotate transactions with notes.
- Attach related documentation including contracts, emails, faxes, mockups, PDFs, etc.
- Track payables by general ledger account.
- Standard reports include Accounts Payable Aging, Expenses by Vendor, Purchases by Vendor, Unpaid Bills and Vendor Balance.
- Multiple currencies (Enterprise Edition).
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