General (10)

• Design Manager Tips and Tricks webinar
• Arranging Items on a Proposal or Invoice DM and DM Pro
• How to Search for Specs, Items, and Accounting Transactions Webinar
• Export Grids and Glossaries to Excel or CSV
• How to export contacts from QuickBooks to Excel

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Getting Started (15)

• New User Webinar
• Setup Company Settings webinar
• Add your company logo to your documents
• Creating Opening Balances when Switching from Another System
• Setting Security Settings for Desktop and Cloud Users

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Project Management (28)

• 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

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Time Billing (7)

• 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
• Time Invoice and Supplement/Details Page do not Match

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Purchase and Work Orders (5)

• Project Management 2: Purchase Orders Webinar
• Make a cost request Purchase Order to Vendors
• Purchase Orders are not closing automatically
• How to add Sales Tax onto a Purchase Order
• Project Management Course 3: Work Orders

Accounting - General (30)

• Design Manager is an Accrual Based Accounting System
• Accounting Basics
• Setting Up Sales Tax Codes Webinar
• Sales Categories and Component Types Explained
• Accountants Webinar

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Accounting - Accounts Receivable (Client Invoices & Cash Receipts) (18)

• 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

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Accounting - Accounts Payable (Vendor Deposits, Invoice, Expenses, Checking & Credit Cards) (20)

• 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)

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