Live Webinars-
Paying Sales Tax
Thu, Mar 8, 2018 2:00 PM - 3:00 PM ET
This webinar will focus on using the correct reports in Design Manager to pay your Sales Tax. We will walk through how to pay Sales Tax and then discuss common issues or questions that come up when paying Sales Tax.
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New User Orientation
Wed, Mar 21, 2018 2:00 PM - 3:00 PM ET
You 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 in Pro Cloud- TBD
Thu, Mar 29, 2018 2:00 PM - 3:00 PM ET
We will discuss any New Features that have recently been added to Pro Cloud. Sign up now and check back soon to see the posted list of features.
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New User Orientation
Wed, Apr 4, 2018 2:00 PM - 3:00 PM ET
You 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 -
Accounting Course 1: Client Deposits and Retainers
Thu, Apr 5, 2018 2:00 PM - 3:00 PM ET
What they are, how they effect accounting, how to clear them up, how they are allocated, and how you request additional deposits.
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New User Orientation
Wed, Apr 18, 2018 2:00 PM - 3:00 PM ET
You 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 -
Accounting Course 2: Client Invoices and Billing Reports
Thu, Apr 19, 2018 2:00 PM - 3:00 PM ET
Learn how to:
Create Invoices, Apply Retainers to Invoices, Update Invoices for Mistakes, how the accounting is effected and what reports to print to stay ahead of billing. -
New User Orientation
Wed, May 2, 2018 2:00 PM - 3:00 PM ET
You 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 -
Item Window
Thu, May 3, 2018 2:00 PM - 3:00 PM ET
Need to know more about the Item Window in Design Manager? There are many fields on the Item Window and you may not be using all of them. Learn about all the fields, numbers, and options on the Item Window. Best practices for setup, etc.
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Accounting Course 3: Managing Vendor Deposits
Thu, May 17, 2018 2:00 PM - 3:00 PM ET
Learn how to:
Adjust Settings for Vendor Deposits, Enter Vendor Deposits, Track Vendor Deposits, and understand the accounting that happens behind the scenes as you use Vendor Deposits. -
Accounting Course 4: Receiving Payments
Thu, May 31, 2018 2:00 PM - 3:00 PM ET
- Receive payments against Invoices for total amount or less than total amount
- Process of entering Cash Receipts and Editing them
- How Cash Receipts appear on the Checking Window
- How they are grouped in Pro
- Voiding Cash Receipts
- Entering Misc. Cash Receipts
- Payment Types, etc.
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Component Window
Thu, Jun 14, 2018 2:00 PM - 3:00 PM ET
Need to know more about the Component Window in Design Manager? There are many fields on the Component Window and you may not be using all of them. Learn about all the fields, numbers, and options on the Component Window. Best practices for setup, etc.
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Accounting Course 5: Paying Vendor Invoices
Thu, Jun 28, 2018 2:00 PM - 3:00 PM ET
This webinar will be a detailed walk-through of Vendor Invoices in Design Manager. It will cover how to enter them with and without deposits and discuss the accounting concepts behind them.
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New Features in Pro Cloud- TBD
Thu, Jul 12, 2018 2:00 PM - 3:00 PM ET
We will discuss any New Features that have recently been added to Pro Cloud. Sign up now and check back soon to see the posted list of features.
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Accounting Course 6: Paying Bills
Thu, Jul 26, 2018 2:00 PM - 3:00 PM ET
This webinar will explain how to pay your vendors’ bills. All the different types of payments will be demonstrated; such as, printing checks, online bill pay, paying with a credit card, etc.
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Accounting Course 7: Reimbursables and Operating Expenses
Thu, Aug 9, 2018 2:00 PM - 3:00 PM ET
This webinar will be a basic walk-through of how to properly enter Reimbursables and Operating Expenses. Reimbursables are project related while Operating Expenses are non-project related; such as rent, marketing, internet, etc.
