MarketingPilot releases R12.3 – with bet

MarketingPilot releases R12.3 – with better performance, digital asset mgt, financial mgt & campaign automation. http://ake.la/sc57y

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MarketingPilot to Sponsor Beyond the Cre

MarketingPilot to Sponsor Beyond the Creative 2 Event – Chicago April 24-25, 2012. http://ake.la/pl5b7

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Employee Business Expenses/Reimbursements

Typically when you process an employee business expense, the reimbursement is made payable directly to the employee. In MarketingPilot, checks are make payable to the contact “Company” rather than the contact’s first and last name. As such, to write or print a check directly to an employee  you must first create a Vendor account for each employee. Note that this is in addition to the employee’s MarketingPilot user contact record.

Step 1: Create a Vendor account for the employee.

  1. Click “Contact” in the Quick link bar at the top left of the page. (Alternatively expand Vendors in the navigation bar, click Contacts, and then click New.)

    Adding a new Contact

  2. Enter the employee’s full name in the Company field. Leave First Name and Last Name blank.
  3. Optional: Choose Remit to as the Role.This will make the record easier to identify.

    Enter employee's name in Company field and choose Role

  4. Check the Vendor box to indicate Group, and click Submit.

    Select Vendor group

Step 2:  Create an Expense using the Employee’s vendor record as the Vendor.

  1. Expand Financial, click Expenses, and click New.
  2. In Vendor, begin typing the employee’s name and select their Vendor record(if you entered Remit To as the Role, you will see it in after the employee’s name).

    Choose the newly added Employee record as the Vendor

  3. Complete the remainder of the Expense.

Step 3: Process Accounts Payable.

Step 4: Print the Check. The employee’s name will appear as the Pay To.

Good to Know: An option is to have the employee create a Purchase Order. As a point of managerial review, either the employee’s manager or Accounting can then review the Purchase Order prior to converting it to an expense.

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MarketingPilot releases major new digita

MarketingPilot releases major new digital asset manager using Silverlight technology. Find out more at ake.la/v5891

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MarketingPilot releases enhancements to

MarketingPilot releases enhancements to financial management functions in r12.2. Find out more at ake.la/v5891

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MarketingPilot releases new response cur

MarketingPilot releases new response curve functions for direct marketers. Find out more at ake.la/v5891

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MarketingPilot releases new campaign per

MarketingPilot releases new campaign performance management dashboards and targets function. Find out more at ake.la/v5891

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MarketingPilot releases new lead managem

MarketingPilot releases new lead management functions to help manage opportunities in r12.2. Find out more at ake.la/v5891

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MarketingPilot releases new social CRM a

MarketingPilot releases new social CRM and marketing database functions for Twitter and Facebook. Find out more at ake.la/v5891

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MarketingPilot releases new print produc

MarketingPilot releases new print production features in release 12.2. Find out more at ake.la/v5891

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