Monthly Bookkeeping Checklist
Monthly Bookkeeping Checklist   The following checklist is designed to help remember monthly bookkeeping tasks and setup a company to be in good financial...
Wed, Jan 31, 2018 at 3:25 PM
Clean Up Open Client and Vendor Deposit Reports tutorial
Watch the how to Clean Up Open Client and Vendor Deposit Reports tutorial below:
Fri, Jul 21, 2017 at 12:48 PM
How to Record Sales Tax that you paid at the time of purchase
As a designer you normally purchase merchandise at wholesale prices and since you would present the vendor with your sales tax license or reseller license, ...
Tue, Jun 4, 2019 at 4:02 PM
Show Sales Tax on a Proposal
When making a Proposal sometimes you may want to show the Sales Tax on it.  To do this you need to set a default for the Project or Company. Go to Projec...
Wed, Nov 29, 2017 at 3:54 PM
Instructions on Removing WIP Report Entries
To remove an entry from the WIP report, you will generate a zero balance Client Invoice for the Item  Step-by-Step Instructions on Removing WIP Repor...
Tue, Aug 11, 2020 at 3:35 PM
Transfer Accounting to Design Manager Webinar
Fri, Sep 22, 2017 at 1:51 PM
Year End/Tax Time Reports Webinar
Watch the Year End/Tax Time Reports webinar below:  
Fri, Sep 22, 2017 at 1:51 PM
Explanation of each column on the Profit Analysis Report (Estimated and Actual)
The Profit Analysis Report compares estimated cost, price, and profit figures to actual cost, price, and profit figures.  The Estimated figures come from w...
Wed, Nov 29, 2017 at 3:57 PM
How can I get training on Design Manager?
Click the link here to sign up for an online training session.  Online training is billed at $95/hr. If you require in-person training, please contact o...
Thu, Feb 4, 2021 at 3:12 PM