Digital agencies

How Marketing Agency PSA is set up for you

A digital agency may combine ongoing service work with campaign deliverables under one client engagement. The engagement holds contract value, budget hours and delivery dates. Specialists record billable services and time, while a creative deliverable has its own owner, amount and billing state. Agency leadership can compare delivery cost with billed value as the work progresses.

Choose an active client with a retainer engagement and a named Engagement Manager. Enter its contract value, budget hours, start date and end date. Ask an analyst to submit a billable service line for campaign analysis. Engagement Manager reviews it. A qualifying line becomes approved with a review decision and operation receipt. Try a second line without an engagement; it should remain submitted with a failed receipt until the source is corrected.

Log the analyst's time against the same client and engagement so hours can be reviewed separately from the service line. Attach a software expense with its category, amount and receipt link. Engagement Manager can inspect the submitted time and expense queues, but the service approval result should be read from the service record itself.

Add a campaign deliverable with an owner, amount and engagement. After Engagement Manager accepts it, Finance Manager checks its billing readiness and runs the invoice action. Link a payment to that deliverable and reconcile receipt with the agency's payment source. Agency Partner compares logged hours, delivered cost and billed value on the engagement before making the next staffing decision.

[Plan the first cycle](/marketing-agency-psa/implementation).