Avails: Pay an Invoice Using the Invoice Center

December 15, 2009 by filmtracksoftware


1. From the Dashboard screen, select Avails from the Applications menu on the navigation bar located on the left side of the screen.


2. Log in to Avails by typing in your Username and Password.


3. After successfully logging in, the Contract Search screen appears.

4. On the left side of the screen, click Invoice Center.


5. Use the drop-down menu to select Contract Type (sales or acquisition).


6. Use the drop-down menus on the screen to search for an invoice by Project Type, Project Title, Licensee/Licensor, Contract Type, Invoice #, or any combination thereof.  You can also search by Contract # by manually typing numbers into the Contract # field.  After selecting search criteria, click Search.


7. If an invoice is outstanding, a Pay icon appears next to the invoice. Click Pay.


8. Enter the Check or Wire Transfer amount in the Wire Xfr/Check/Tracking No. box.

9. Verify the payment amount and click Save Top-Level Payment Info at the top-right corner.

10. Before paying an invoice line item, you can first enter bank fees that are part of the payment by clicking Add Splits.

11. Click Add Payment Split. Select Bank Fee from the Category drop-down menu. Enter the amount of the bank fee and click the green Insert icon to save changes.

12. After adding splits, click Fill to pay an invoice line item.

Avails How To Pay An Invoice Using Invoice Center PDF File

Avails: Create, Edit and Delete User Accounts

December 14, 2009 by filmtracksoftware

[Note: Only users with Administrator Permission Level have the ability to access and manage user accounts.]


1. From the Dashboard screen, click Avails from the Applications menu on the navigation bar located on the left side of the screen.


2. Log in to Avails by typing in your Username and Password.


3. After successfully logging in, the Contract Search screen appears.

4. Click Maintenance.


5. Scroll down the Maintenance menu, located on the left side of the screen, and click on Users.


6. To create a new user, ty in the new Username, Email and Password in the corresponding fields and click Create User.


7. To edit the new user’s permissions, click the yellow Edit icon.

[Note: new users will automatically receive the role Users, which gives them read-only access to Avails.]


8. Select the new permissions and click the green Update icon to save your changes.

9. To delete a user account, scroll to the far right side of the user account line and click the corresponding trash icon.

Avails How To Create, Edit and Delete User Accounts(ADMIN ONLY) PDF File

Avails: Reset a Password

December 14, 2009 by filmtracksoftware

[Note: Only users with Administrator Permission Level have the ability to access and manage user accounts.]


1. From the Dashboard screen, click Avails from the Applications menu on the navigation bar located on the left side of the screen.


2. Log in to Avails by typing in your Username and Password.


3. After successfully logging in, the Contract Search screen appears.

4. Click Maintenance.


5. Scroll down the Maintenance menu, located on the left side of the screen, and click on Users.


6. Scroll to the far-right side of the user account line and click Reset Password.

[Note: Passwords are completely hidden and encrypted in the system; therefore if a user forgets their password, an administrator will NOT be able to look it up in Avails.]

Avails How To Reset An Avails Password PDF File

Avails: Run A Report

December 14, 2009 by filmtracksoftware

Q: How do I run Avails reports?
A: Follow the path: FilmTrack Dashboard>Log in>Reports.


On the Reports screen, use the scroll down menu to select a report.  Select the output option (PDF or Excel), then click Next:Select Report Criteria.


[Note: Some reports are only available in one format type.  When you select a report, the format choices will always appear in the Output Options box, as pictured above.]

After clicking Next:Select Report Criteria, the following screens contain report filtering options. Selecting no filters will generate reports covering all existing data in the report category.

After selecting report filters, click Finish to generate the report.

Please also see Avails Add New Report Groups.

Please also see the report family tutorials for more detailed descriptions of each report.

Avails How To Run A Report PDF File

StarCM: Assign Projects to Applications

December 10, 2009 by filmtracksoftware


1. From the Dashboard screen, click StarCM from the Applications menu on the navigation bar located on the left side of the screen.


2. Log in to StarCM by typing in your Username and Password.


3. Click Maintenance (you must have the appropriate permissions to do this.  If you do not have these permissions, please contact your FilmTrack administrator.)


4. Click on Project Types to Areas.


5. Click on the Project Type (Film, TV Series, etc) that applies to the project.


6. Scroll down to the Details area (Right column, third box down).


7. Scroll down the Details menu and click the box for Project To Application.


8. Click Save Changes at the bottom of the screen.


9. To assign a Project Title to applications, enter the project Title under QuickSearch and click Search.


10. Click the Project Title.


11. An Application Availability area now appears on the Project Details page.

12. Select which FilmTrack application(s) to assign the Project Title to. For instance, click the Avails box to see the Project Title appear in Avails reports. Unchecked boxes will leave the Project Title out of reports in that application.

StarCM How To Assign Projects To Applications PDF File

StarCM: Add a Script to a Project

December 10, 2009 by filmtracksoftware


1. From the Dashboard screen, click StarCM from the Applications menu on the navigation bar located on the left side of the screen.


2. Log in to StarCM by typing in your Username and Password.

3. After successfully logging in, the Welcome to the Administration Component screen appears.


4. Using QuickSearch, enter the Project Title, and click Search.


5. Click the Project Title.


6. When the Project Details screen appears, click Vault.


7. Using the scroll down menu on the left side, click Scripts.


8. Click Add.


9. Click Upload.


10. Click Choose File and select the file to upload, then click Upload.


11. After the script uploads, enter a Display Name and click Add.

12. The uploaded file is now stored in the Project Vault under Scripts, and can be viewed online by repeating steps 1-7 in this tutorial.

OPEN PDF StarCM How To Add A Script To A Project

StarCM: Add an Internal User

December 10, 2009 by filmtrackmichaelg

[Note: An Internal User is an employee of your company who works in Development or Acquisitions.  Internal Users appear by default in certain drop-down menus related to submissions and acquisitions.]
1. From the Dashboard screen, click StarCM from the Applications menu on the navigation bar located on the left side of the screen.
2. Log in to StarCM by typing in your Username and Password.

3. After successfully logging in, the Welcome to the Administration Component screen appears.

4. Click Contacts (You must have the appropriate permissions to do this.  If you do not have these permissions, please contact your FilmTrack administrator.)

5. Click the icon next to Internal Users.

6. Click Add.
7. Select Internal User under the Contact Type drop-down menu.

8. Enter the Internal User information.

9. Click Add.

OPEN PDF StarCM How to Add An Internal User

StarCM: Add a New User

December 10, 2009 by filmtrackmichaelg

[Note: Giving a new employee access to FilmTrack requires Administrator permission or above.  If you do not have the required permission, please contact your FilmTrack administrator.]
1. From the Dashboard screen, click StarCM from the Applications menu on the navigation bar located on the left side of the screen.
2. Log in to StarCM by typing in your Username and Password.

3. After successfully logging in, the Welcome to the Administration Component screen appears.

4. Click Maintenance.

5. Click Manage Users.
6. In the upper left corner, enter Username, Email, and Password of the new employee.  Also select the permission level for the new employee.  Please see StarCM Permissions Guideline for more information.

[Note: User is the standard permission.]

7. Click Create User.
8. The New Employee is automatically added into the Username grid.

[Note: FilmTrack administrators do not have access to client passwords, therefore it is highly recommended that your company’s administrator maintain a secure list of employee passwords for future reference.]

OPEN PDF StarCM How To Add A New Employee

 

Avails: When Was an Invoice Sent?

December 10, 2009 by filmtrackmichaelg

1. From the Dashboard screen, click Avails from the Applications menu on the navigation bar located on the left side of the screen.

2. Log in to Avails by typing in your Username and Password.

3. Click Invoice Center.

4. Select Contract Type (Sales or Acquisitions).

5. Enter search criteria using information for Project Type, Project Title, Licensee, Contract #, or Invoice #.

6. Click Search.

7. Select the invoice, then click View Invoice.

8.  The invoice sent date is located just under the invoice number.

OPEN PDF Avails How To Find When An Invoice Was Sent

Avails: Find Total Accounts Receivable (AR) by Month

December 10, 2009 by filmtrackmichaelg

1. From the Dashboard screen, click Avails from the Applications menu on the navigation bar located on the left side of the screen.

2. Log in to Avails by typing in your Username and Password.

3. Under the Navigation menu, click Reports.

4. Using the scroll down menu, click AR by Project.

5. Select the report output format (PDF or Excel), under Output Options and click Next: Select Report Criteria.

6. On the Select Projects screen, click Add All.

7. Click Next on each screen until the Select Accounting screen appears.

8. Enter Start Date and End Date to reflect the month you want to search.

9. Click Finish.

10. A report will display all accounts receivable that month, with account receivable totals listed by Project Title.

OPEN PDF Avails How To Find Total Money Receivable This Month