Release date: January 16, 2019
A key benefit of using a media planning software is the ability to process the invoices you receive from your media suppliers in order to validate, approve and consolidate the actual cost of your media insertions.
MediaPlanHQ always provided such a feature to its users.
When you book a media insertion in the planning module, the system automatically creates an expected invoice in the accounting module for you to process it through your approval workflow.
Then, when you received the invoice from your media supplier, you use the IO# to find it in the accounting module, upload a scan of the invoice for traceability, set the invoice #, set the invoice cost, and transition the invoice as "approved".
The process works well when media insertions always have a single invoice !
But what if you receive multiple invoices for a media insertion!? You had to use a workaround...
Typically, you had to use the "Invoice #" field to itemize the different invoices with their date, invoice #, and cost:
And then, you had to manually calculate the sum of those invoices to fill-up the actual total cost summary:
With this release, MediaPlanHQ now provides an easy way to enter multiple invoices for a media insertion.
Let's have a look how it works...
By default, when you create/update/approve an invoice in the accounting, you'll get the exact same screen as before:
If you want, you can continue using the workaround to enter multiple invoices.
But, notice the "Multiple invoices" checkbox at the top-right of the "Invoice information" section.
When enabled, you can enter your invoices as separate items:
As you enter invoice items, the system will automatically sum the net cost of your invoices into the total net cost. No more manual calculation !
It also automatically calculates the commission cost for each invoice item for information purposes.
That's it ! We hope you'll enjoy the invoice items with automatic cost calculations.
Give it a try and let us know what you think !
As always, don't hesitate to send us your great feedback or other idea for new features !
Have a great day,
The MediaPlanHQ team