Live Webinars-
New Company Orientation
Wed, Feb 6, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Features: Whiteboard and Product Clipper
Thu, Feb 7, 2019 2:00 PM - 3:00 PM ET
This webinar will discuss the new features added to Pro Cloud:
-Product Clipper – an easy capture tool to use when selecting products on websites. Capture the product’s description, cost, vendor, etc. so you don’t have to copy and paste or manually type the information into Design Manager
-Whiteboard – the area to use for organizing product clipper and mobile app items before you are ready to submit them to a project. -
Time Billing Import
Thurs, Feb 21, 2019 2:00 PM - 3:00 PM ET
Learn all about the importing features that Design Manager offers for easy Time Billing!
- Importing Excel Time Sheets
- Importing Excel Spreadsheets from Time Tracking Apps like Hours Tracker
- Importing your Outlook or Google Calendar files
- Monthly Time Buckets
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*Guest Webinar* The Designer CPA
Thurs, Mar 21, 2019 2:00 PM - 3:00 PM ET
Join Peter Lang, The Designer CPA, as he helps you make the right choices for your business:
• Choosing the right legal structure for tax purposes
• What are the different tax structures and why do they matter
• Choosing the right CPA to support your business
• What questions to ask your current or potential CPA to find out how much design industry experience they have -
Advanced Accounting Course 1: Bank Reconciliation
Thurs, Mar 28, 2019 2:00 PM - 3:00 PM ET
This webinar will show step by step how to reconcile your bank accounts each month to ensure that your business is running smoothly.
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New Company Orientation
Wed, Apr 3, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
Advanced Accounting Course 2: Credit Card Reconciliation
Thurs, Apr 11, 2019 2:00 PM - 3:00 PM ET
This webinar will teach you how to reconcile your credit cards in Design Manager, and why it is so important to do this every month.
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Advanced Accounting Course 3: Refunding or Crediting Your Client
Thurs, Apr 25, 2019 2:00 PM - 3:00 PM ET
This webinar will explain how to do client refunds and credits in Pro Cloud. During the webinar the trainer will demonstrate refunding client deposits, retainers, and payments on proposals and invoices.
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Advanced Accounting Course 4: Vendor Returns and Credits
Thurs, May 9, 2019 2:00 PM - 3:00 PM ET
This webinar will explain how to do client refunds and credits in Pro Cloud. During the webinar the trainer will demonstrate refunding client deposits, retainers, and payments on proposals and invoices.
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New Company Orientation
Wed, Jun 5, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Company Orientation
Wed, Aug 7, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Company Orientation
Wed, Oct 2, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax -
New Company Orientation
Wed, Dec 4, 2019 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax
