Media Suite guide
How Media Suite guide works inside Media Suite, where it fits, and which product area to open first.
Try first
Start with one realistic record or workflow, complete the first action, then check the output before adding more complexity.
Campaign planning
How media plans become approved budgets, how vendor delivery is tracked, and how campaign results connect to billing and margin review.
Try first
Start with one campaign plan, assign budget by channel or vendor, track pacing, then review what is ready for client reporting.
Clients, brands, and campaign structure
How media plans become approved budgets, how vendor delivery is tracked, and how campaign results connect to billing and margin review.
Try first
Start with one campaign plan, assign budget by channel or vendor, track pacing, then review what is ready for client reporting.
Channel budgets and placement setup
How media plans become approved budgets, how vendor delivery is tracked, and how campaign results connect to billing and margin review.
Try first
Start with one campaign plan, assign budget by channel or vendor, track pacing, then review what is ready for client reporting.
Budget changes and approvals
How approvals, permissions, reminders, and audit trails protect the workflow while still keeping daily work moving.
Try first
Pick one action that needs review, assign the right owner, confirm the approver, then check the status change.
Delivery pacing and performance tracking
How media plans become approved budgets, how vendor delivery is tracked, and how campaign results connect to billing and margin review.
Try first
Start with one campaign plan, assign budget by channel or vendor, track pacing, then review what is ready for client reporting.
Vendor reconciliation
How bank activity moves into Finance, how matching keeps the books clean, and why reconciliation is the bridge between cash movement and reporting.
Try first
Review one bank transaction, match it to the right invoice, bill, or transfer, then check that the dashboard reflects the update.
Client reporting
How media plans become approved budgets, how vendor delivery is tracked, and how campaign results connect to billing and margin review.
Try first
Start with one campaign plan, assign budget by channel or vendor, track pacing, then review what is ready for client reporting.
Margin tracking
How media plans become approved budgets, how vendor delivery is tracked, and how campaign results connect to billing and margin review.
Try first
Start with one campaign plan, assign budget by channel or vendor, track pacing, then review what is ready for client reporting.
Billing and Finance handoff
How expenses, vendor bills, approvals, due dates, and payment status move through Finance before they affect cash and reports.
Try first
Create or review one vendor bill, confirm the approval route, check the due date, then review how it appears in payables.
