DM Tips: Income Statement

It’s that time of year again for your business.  The dreary winter not only brings bad weather, but also calls from your accountant who is ready to start gathering tax information.  There are fundamental financial statements you review with your accountant each year.  For this conversation we will focus on only one of the fundamental […]

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Venus Williams: Think Like an Entrepreneur, Head to the Cloud

Venus Williams

Venus Williams learned a lot from her father and mother growing up, the game of tennis, female self-esteem, and thinking like an entrepreneur.  According to her 2010 New York Times best seller, “Come to Win“, after four to five hours of practice a day, her father would hold family discussions about economics and social Darwinism. […]

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DM Tips: Quickly Add Multiple Vendor Deposits

Slow and steady wins the race, right? Well, not always. There are times when you can do something both very effectively and very quickly. The Quick Add feature for vendor deposits in DM Pro is no exception.  By using it, you will save quite a bit of time and increase efficiency. With this feature, Design […]

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DM Tips: Work In Process and Bypass WIP

A Design Manager consultant requested this month’s DM Tips topic on work in process and more specifically, a Design Manager feature called bypass WIP, and we think it’s an excellent topic to cover. There’s a lot of confusion surrounding WIP, but with a little information, it’s easy to understand. The first thing to know is […]

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DM Tips: Crediting and Reversing Invoices

You invoiced a client for a sofa in Design Manager, and it turns out they don’t actually want the sofa. So the invoice has got to go. You look for the delete button, and to your dismay, you don’t see it. That’s because there is no “Delete Invoice” button in Design Manager, because deleting invoices […]

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DM Tips: How to Easily Fix Invoice Typos

invoice laptop

In Design Manager, you can’t delete an invoice, because doing so can lead to accounting inaccuracies. Rather, we recommend editing or crediting. Whether crediting or editing an invoice is the right choice depends on the situation. If there is a typo on your invoice, you should edit it. In Design Manager, we call this an […]

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Design Manager Tips: Creating Tasks

Why Use Tasks The tasks feature in Design Manager helps interior designers stay organized, delegate tasks, complete assignments on time, and finish projects successfully.  You can easily assign them to employees and see the to-do list for each project.   How to Create a Task Click on the Tasks and Appointments button in Design Manager.  […]

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