Live Webinars-
How to Make Journal Entries
Thu, Feb 2, 2017 2:00 PM - 3:00 PM ET
This webinar will demonstrate when journal entries are typically used in accounting and how to make the entries in Design Manager. A specific example that will be shown is making a payroll journal entry.
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Inventory- Pro Users Only
Thu, Feb 16, 2017 2:00 PM - 3:00 PM ET
This webinar will go over Design Manager Pro’s simple Inventory system. This webinar is only for Pro Users. Some topics to be covered are:
Adding Inventory Items
Inventory Purchase Orders
Inventory Item Windows
Committing Inventory to Projects
Exporting Inventory with Pictures
Inventory Reports to Run -
Point of Sale- Pro Users Only
Thu, Mar 9, 2017 2:00 PM - 3:00 PM ET
This webinar will go over Design Manager Pro’s simple Point of Sale system. This webinar is only for Pro Users. Here are some topics to be covered:
Setting up a Warehouse/Showroom
Setting up an Employee to have access to POS
Point of Sale Window
Processing different types of sales
Reports -
Client Returns and Credits- Pro Users Only
Thu, Mar 16, 2017 2:00 PM - 3:00 PM ET
This webinar will explain how to do client returns and credits in Design Manager. During the webinar the trainer will demonstrate refunding client deposits, retainers, and payments on proposals and invoices.
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Work in Process (WIP)
Thu, Mar 30, 2017 2:00 PM - 3:00 PM ET
This webinar will explain Work in Process, how it affects your business, and provide solutions for cleaning up WIP reports in Design Manager.
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Paying Bills
Thu, Apr 13, 2017 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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Reimbursables and Operating Expenses
Thu, Apr 27, 2017 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, but Operating Expenses are non-project related such as rent, telephone, etc.
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New User Intro
Thu, May 11, 2017 2:00 PM - 3:00 PM ET
Brand New to DM Cloud or Pro Cloud? Start here!
This webinar will cover the most basic getting started steps:
1. Logging into the cloud for first time
2. Filling in company address and uploading a company logo
3. Setting up a sales tax code
4. Importing your list of clients and vendors
You are now setup and ready to start using Design Manager. -
Credit Card Reconcilation
Thu, May 25, 2017 2:00 PM - 3:00 PM ET
This webinar will go over how to reconcile your credit cards in Design Manager, and why it is so important to do this every month.
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Client Status and User Defined Date Reports
Thu, Jun 15, 2017 2:00 PM - 3:00 PM ET
Breaking down the Client Status and User Defined Date Reports
Client Status Report
• Settings in company advanced options like 3 date columns
• Go over the parameters that you can run the report
• Why and how people use the report
• Best practices- recommendations- tips for the reportUser Defined Date Report
• Settings in company advanced options like User Dates 1 and 2
• Go over the parameters that you can run the report
• Why and how people use the report
• Best practices- recommendations- tips for the report -
Reconciling Your Bank Accounts
Thu, Jun 22, 2017 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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Fixing Common Accounting Issues
Thu, Jul 6, 2017 2:00 PM - 3:00 PM ET
This webinar will be a basic walkthrough of fixing common issues that come up on the accounting side of Design Manager. For example, other transactions on journals, entries on the checkbook or credit card that don’t make sense, adjusting invoices, misc. cash receipts, etc.
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Accountants Webinar
Wed, Jul 12, 2017 2:00 PM - 3:00 PM ET
Webinar for Accountants to watch as a summary of where to find the pertinent accounting functions in DM:
Outline
1. Chart of Accounts
2. Creating/Closing Accounts
3. Journal Entries
4. Financial Reports
5. Famous Five Reports -
Transfer Accounting to DM
Thu, Jul 20, 2017 2:00 PM - 3:00 PM ET
This webinar will be a basic walk through of taking the balances in your current accounting software and entering them properly into Design Manager.
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Project Management Course 1: Proposals
Thu, Aug 3, 2017 2:00 PM - 3:00 PM ET
Dive into making Proposals as our trainer goes over:
Proposal styles
How the company logo is added to Proposals
How pictures are added to Proposals
How to move the order of Items around on a Proposal
Tag Button
Layout Button
Reports to run that relate to Proposals -
Project Management Course 2: Purchase Orders and Work Orders
Thu, Aug 10, 2017 2:00 PM - 3:00 PM ET
This webinar discusses creating and revising Purchase Orders and Work Orders. It also goes over a few reports that help you monitor Purchase Orders and Work Orders as they flow through the design process.
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Project Management Course 3: Order Tracking
Thu, Aug 31, 2017 2:00 PM - 3:00 PM ET
This webinar will show all the ways to stay on top of your purchasing efforts using DM features like status buttons, order tracking reports, date fields and more.
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Project Management Course 4: Project Status
Thu, Sept 14, 2017 2:00 PM - 3:00 PM ET
Using the Proposal Status, PO Status, Client Status Report and other reports to gain control of your projects. These tips will really help you manage your projects as efficiently as possible.
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Showroom Add-On- Pro Users Only
Thu, Sept 28, 2017 2:00 PM - 3:00 PM ET
Learn how to use Design Manager Pro’s simple Showroom system. If you have walk-in, custom orders happening frequently this add-on to DM Pro can help you streamline your business. Good for current users and new users who are looking to purchase this add-on.
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Quoting Window Treatments with QuickQuote
Thu, Oct 12, 2017 2:00 PM - 3:00 PM ET
QuickQuote is the add-on that gives you a whole database of window treatment templates so you can easily quote and bill for your complex window treatments. This webinar will demonstrate how to use QuickQuote for your business.
