If you have decided to discontinue the use of Design Manager Cloud and you want to have your accounting information on-hand for tax purposes, we suggest printing or exporting the reports that you use on a regular basis.
They are most likely the following reports:
Credit Card Reconciliations
Aged Accounts Payable Report
Open Vendor Deposit Report
Aged Accounts Receivable Report
Open Client Deposits Report
Work in Process Report (WIP)
Accounting Inquiry Report (leaving the account range blank, setting the dates for the entire history)
*Pro Cloud Users can export any grid in Design Manager just by right clicking on the grid and clicking export. For example, the Existing Client Invoices grid for a listing of all Client Invoices.
Other recommended reports or data to export:
Spec Search Window (leaving the ranges blank, click the export button at the bottom)
Address Book (click Clients and/or Vendors, click the export button)
Project Item Listing
Cash Receipts Journal
Journal Entry Journals
It is also recommended that you create and save a backup of the database to your local computer just in case you would decide you wanted to start using Design Manager again. To do so:
- Open DM and select File ? Utilities.
- Select Backup the database.
- Be sure Include Pictures is selected.
- Follow the prompts and select an area on your local computer to save the file to.