PubGizmo Help - Recent changes [en]

Running Royalties

PubGizmoSysop — Mon, 05 Oct 2026 23:31:03 GMT

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PubGizmoSysop — Thu, 01 Oct 2026 23:31:36 GMT

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Bulk Royalty Actions popover

Running Royalties

PubGizmoSysop — Thu, 01 Oct 2026 02:11:27 GMT

← Older revision		Revision as of 22:11, 30 September 2026
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	== Accessing the Royalties Menu ==		== Accessing the Royalties Menu ==
	~~Many of the~~ steps below are activated via ~~a menu~~ available at the upper-right in Royalties list view. ~~''The button to show this menu appears only if the previous royalty period is selected'', that is, the period that last ended.~~		The steps below are activated via the crown popover available at the upper-right in Royalties list view.
	~~[[File:RoyaltiesMenuButton.png\|thumb\|During 2024, select 2023 to show the menu]]~~
	For example, if your press uses calendar royalty years, the menu is accessible during 2024 only if 2023 (the period that last ended) is selected. This prevents bulk actions from being triggered in the wrong year. Individual royalty statements can still be generated and/or sent at any time, for any year for which you have sales data.
	~~[[File:RoyaltiesMenuVisible.png\|none\|thumb\|600x600px\|Click the crown button to show the menu]]~~
	== Step-by-step ==		== Step-by-step ==

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	Ensure all sales during the royalty period have been input. This means [[Importing Sales Data\|importing all your sales sheets]], as well as inputting manually sales not covered by import.		Ensure all sales during the royalty period have been input. This means [[Importing Sales Data\|importing all your sales sheets]], as well as inputting manually sales not covered by import.

	'''Important:''' Any sales input after the royalty run is complete will ''never be counted'', even in the next period, since PubGizmo uses the date to isolate sales for that period.		'''Important:''' Any sales input after the royalty run is complete will ''never be counted'', even in the next period, since PubGizmo uses the date range for the selected period to isolate sales for that period. If for example some sales in an imported sheet fall after the last day of the royalty period, they will be included in the subsequent period.

	=== Ensure All Active Contract/Statements are Flagged to Calculate ===		=== Ensure All Active Contract/Statements are Flagged to Calculate ===

Tags & Snapshots

PubGizmoSysop — Thu, 01 Oct 2026 01:59:04 GMT

← Older revision		Revision as of 21:59, 30 September 2026
(One intermediate revision by the same user not shown)
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	Tags & Snapshots offer a way to save and share groups of records and return to them later. This can be especially useful if you want to create groups of Contacts for bulk emailing, or if you want to break up the full set of Royalties you need to process into smaller units.		Tags & Snapshots offer a way to save and share groups of records and return to them later, and to perform bulk actions like emailing sets of royalty statements. This can be especially useful if you want to create groups of Contacts for bulk emailing, or if you want to break up the full set of Royalties you need to process into smaller units.

			== Controls ==
			Functions to control Tags & Snapshots can be performed using the menus at the bottom of List View in the Contacts and Royalties modules.
			[[File:Screenshot 2026-09-17 at 17.40.05.png\|none\|thumb\|700x700px]]

	== Tags ==		== Tags ==
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	Tags allow for easy flagging of records you want to perform actions on during the session. You can tag groups of records (e.g., you did a find which resulted in a Found Set of a dozen records, and you want to reload that Found Set later in the session without conducting the find again), or you can tag records one at a time by clicking the Tag button, in either Form or List view.		Tags allow for easy flagging of records you want to perform actions on during the session. You can tag groups of records (e.g., you did a find which resulted in a Found Set of a dozen records, and you want to reload that Found Set later in the session without conducting the find again), or you can tag records one at a time by clicking the Tag button, in either Form or List view.

	~~=== Controls ===~~
	~~Functions to control Tags & Snapshots can be performed using the menus at the bottom of List View in the Contacts and Royalties modules.~~
	~~[[File:Screenshot 2026-09-17 at 17.40.05.png\|none\|thumb\|700x700px]]~~

	==== Tagging One Record ====		==== Tagging One Record ====
	To Tag a record, click the tag button. It will turn purple. Click again to untag.[[File:Sep-17-2026 17-35-21.gif\|thumb\|none]]		To Tag a single record, click the tag button. It will turn purple. Click again to untag.[[File:Sep-17-2026 17-35-21.gif\|thumb\|none]]

	==== Tagging a Group of Records ====		==== Tagging a Group of Records ====