We provide the option to create advertising schedules to apply to a property's advertising ledger. This allows you to create a set of advertising expenses that can be allocated against an advertising ledger at a certain date/time. Once applied, you can also use the Advertising Scheduler (Tracker) to remove or allocate advertising expenses against the attached property's advertising ledger. This is a great way to set up specific advertising packages and manage your property advertising expenses on a larger scale.
You will need to ensure that you have set up all advertising expenses prior to setting up an advertising schedule. This can be done by following the steps found via the Advertising - Setup/Configuration for invoices and expenses knowledge article.
Contents:
- Creating an Advertising Schedule
- Applying an Advertising Schedule
- Using the Advertising Scheduler (Tracker)
- Take me through LIVE
Step by step
Creating an Advertising Schedule
1. Go to Financials > Setup/Configuration
2. Click into the Advertising Schedules tab > Create New Schedule
3. Add the name of the Schedule (If you have specific advertising packages, you can use the name of the package available) and click Add
4. This will then add a blank advertising schedule, where you are able to start building your advertising schedule by clicking on Add Item To Schedule in the bottom right-hand corner
5. You are then able to populate the below details for the expense:
- Expense: - Here you can select the supplier and expense type
- Week: - This will be the starting week that you would like to allocate this expense, including the exact day of the week
6. Once you have added in the above details, you can click on Save to add the expense into the advertising schedule
7. Repeat the above steps until you have completed your advertising schedule
Applying an Advertising Schedule
1. Navigate into the desired property > Financials > Advertising tab
2. Click on Advertising Schedule
3. Select the advertising schedule to apply and the desired starting date
As stated, weeks start from Sunday (Therefore "Starting" will be the most "recent" Sunday).
4. Once set, click on Assign Schedule - This will then apply the schedule and allow you to allocate individual items to the ledger or Allocate All to Ledger
5. From here, you can manually navigate into the advertising ledger each day/week > Click on Advertising Schedule and allocate the required expenses to the ledger. Alternatively, you can use the Advertising Scheduler (Tracker) to remove/allocate expenses across all advertising schedules applied - More information on the Adveritisnfg Scheduler can be found below
Using the Advertising Scheduler (Tracker)
1. Go into Financials > Advertising > Advertising Scheduler
2. This will bring you to the Advertising Scheduler (Tracker) where you can set the date range, apply it to a specific supplier and set the order (By Date or Property address)
3. Once selected you can then click on Refresh to populate all advertising expenses from within the attached schedules based on the applied criteria
4. From here, you are then able to go directly into the property's advertising ledger using the Go To button or remove/allocate the expenses by clicking on the right-hand side
5. Once removed or allocated, you can click on Save Changes To Ledger(s) in the bottom right-hand corner to apply the selected changes to the corresponding property advertising ledgers
6. After the expenses have been allocated, you are then able to click on Go To, in order to navigate directly into the advertising ledger of the property and generate an invoice with the applied expenses