General (30)

• Design Manager Tips and Tricks webinar
• Setup Company Settings webinar
• Setting Security Settings for Desktop and Cloud Users
• Company Logo Sizes, Options and what Documents it is Printed On
• Document Styles and Options Tutorial

See all 30 articles

Getting Started (5)

• New User Webinar
• Passwords, Security Settings, and User Settings Webinar
• Add your company logo to your documents
• Setting Check Printing Position
• How to Export a Document or Report to PDF, Rich Text (Word), etc...

FAQ's (8)

• Monthly Bookkeeping Checklist
• Clean Up Open Client and Vendor Deposit Reports tutorial
• How to Record Sales Tax that you paid at the time of purchase
• Show Sales Tax on a Proposal
• Step-by-Step instructions on Removing Entries from WIP report

See all 8 articles

Project Management (20)

• The relationship between Items and Components in Design Manager
• How to Copy and Paste Items from a Project (ProCloud)
• Choosing Design Fee, Markup, or both
• Creating items with a Markup, Discount, or Fee Type or adding a Design Fee
• Add a markup to your item cost

See all 20 articles

Time Billing (8)

• Creating single Time Items, Joining Time Entries and other Time Invoice Styles and Choices
• Time Billing webinar
• Export your Apple Calendar for use with the Design Manager Time Import function
• Export your Google Calendar for use with the Design Manager Time Import function
• Export your Outlook Calendar for use with the Design Manager Time Import function

See all 8 articles

Purchase and Work Orders (4)

• Project Management 2: Purchase and Work Orders Webinar
• Make a cost request Purchase Order to vendor(s)
• Purchase Orders are not closing automatically
• How to add Sales Tax onto a Purchase Order

Accounting - General (30)

• Design Manager is an Accrual Based Accounting System
• Accounting Basics
• Creating Opening Balances when Switching from Another System
• Setting Up Sales Tax Codes Webinar
• Sales Categories and Component Types Explained

See all 30 articles

Accounting - Accounts Receivable (Client Invoices & Cash Receipts) (12)

• Client Deposits and Retainers webinar
• Accounting Course 2: Client Invoices and Billing Reports webinar
• Accounting Course 4: Receiving Payments webinar
• Advanced Accounting Course 3: Refunding or Crediting Your Client webinar
• Invoicing -- but the pricing is not coming out correctly

See all 12 articles

Accounting - Accounts Payable (Vendor Deposits, Invoice, Expenses, Checking & Credit Cards) (16)

• Setting up and using Credit Cards webinar
• Accounting Course 3: Vendor Deposits Webinar
• Accounting Course 5: Vendor Invoices webinar
• Accounting Course 7: Reimbursables and Operating Expenses Webinar
• Paying an expense with petty cash (setting up a petty cash account)

See all 16 articles