What is Design Manager?
Who uses Design Manager?
An Interior Design Business Model
The System is Flexible
Organization of a Design Project in Design Manager
The Accounting System
Where Do I Start?
Starting Design Manager
For New Users
Using Design Manager for the First Time
Entering General Company Information
Adding a Company Logo and the Company Information Window - Logo Tab
Passwords and the Company Information Users/Security Tab
Configuring Accounting Settings on the Company Information Window
Default Account Tabs - Sales, COGS, and Other Accounts
Sales Accounts Tab
COGS Accounts Tab
Other Accounts Tab
Last Closed Year and the Company Information Window - Closed Year Tab
Switching Your Accounting to Design Manager
What You Will Need
Entering Opening Balances
Entering Client Balances
Entering Vendor Balances
Entering Your Checking Account Balance
Entering General Ledger Account Balances
Entering Client Payments and Vendor Bills
Work in Process
Other Necessary Accounting Configuration
Defining Accounts
Entering Sales Tax Codes
Understanding Sales Categories
Installing Design Manager
Basic Operation
Tools and Functionality
Drop Down Menus
Tool Bar
Sizing Windows and Sorting Columns
Window Button Bar
Description/Note Formatting
Data Entry and Window Navigation Shortcuts
Using Design Manager's Help Options
Forms, Envelopes, and Labels
Support Options
Project and Specifications
Creating a New Client
Creating Commonly Used Vendors
Using the Projects and Specifications Window
Creating a New Project
Project Window
Project Window - Project Tab
Project Window - Defaults Tab
Project Window - Notes/Information Tab
Project Window - Status Tab
Specifying - Adding Locations, Items, and Components to Your Project
Entering Locations
Entering Items
Item Window - Item Tab
Item Window - Pricing Info Tab
Item Window - Status Tab
Item Window - Picture Tab
Item Window - Workroom Tab
Entering Components
Component Window - Component Tab
Component Window - Special Instructions Tab
Component Window - Order Status Tab
Component Window - More Charges Tab
Component Window - Tasks Tab
Component Window - Picture Tab
Specification Search Window
The Storage Room Project and Using the Item Transfer Window
Documents and Accounting
Arranging Items on Documents / Layout
Using the Documents and Accounting Window
Project Tab
Vendor Tab
Journal Entries and Miscellaneous Cash Receipts Tab
The Documents and Accounting Window Information Panel
Creating a Proposal
New Proposal Window
New Proposal Window - Proposal Tab
New Proposal Window - Remarks/Options Tab
Tag Items for a Proposal Window
Editing a Proposal
Re-printing or E-mailing a Proposal
Requesting Additional Deposit
Monitoring and Setting the Status of a Proposal
Collecting a Deposit or Retainer From Your Client
Generating Purchase and Work Orders
New Purchase / Work Order(s) Window
Tag Components for a Purchase/Work Order Window
Generated Purchase Orders Window
Edit Generated PO Window
Generated Work Orders Window
Edit Generated WO Window
Editing a Purchase or Work Order
Re-printing or E-mailing a Purchase or Work Order
Sending a Vendor a Deposit
Acknowledging Purchase and Work Orders and Receiving Merchandise
Purchase/Work Order Status Window
Edit Order Status and Change All Windows
Entering an Invoice from a Vendor
Sending Your Client the Final Bill
Re-printing or E-mailing a Client Invoice
Receiving Final Payment From Your Client
Paying a Bill or Entering a Miscellaneous Expense
Printing Checks
Accounting Features
Entering, Reversing, and Adjusting Client Invoices
New Invoice Window
New Invoice Window - Invoice Tab
New Invoice Window - Remarks/Options Tab
Override Invoice Price Window
Tag Items for an Invoice Window
Print Client Invoice Window
Adjusting a Client Invoice
Reversing/Crediting a Client Invoice
Entering Payables - Vendor Deposit, Invoice, or Operating Expense Window
Vendor Deposit to Project Purchase or Work Order
Vendor Invoice for Project Purchase or Work Order
Vendor Invoice Distribution Window - Invoice for Project PO
Distribute Invoice Cost Window
Expense / Bill / Miscellaneous
Vendor Invoice Distribution Window - Expense
Using Credit Cards for Payments
Paying a Vendor with a Credit Card
How To Pay the Credit Card Company
Entering Cash Receipts from Clients - Deposits, Retainers, and Payments
Cash Receipt Payment Types and the Company Information A/R Payment Tab
Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips
New Cash Receipt Window
Edit Cash Receipt Payment Window
Tag Proposal Window
Tag Invoice Window
Editing a Cash Receipt
Voiding a Cash Receipt
Using the Apply Retainer Window
Using Design Manager and Cayan/Merchant Warehouse to Post Credit Card Transactions
Checking Functions
Checking Window - Pay Bills / Print Checks Tab
Check Run Window
Assigning Hand Check Numbers or Wire Transfers
Select Payment Account Window
Edit Amount to Pay Window
Checking Window - Make Bank Deposit Tab
Print Deposit Slip Window
Checking Window - Checkbook Tab
Check Detail Window
Check / Vendor Invoice Detail Window
Deposit Slip Detail Window
Transfer Cash Window
Checking Window - Reconcile Cash Tab
Clear Checks and Deposits Window
Reconciliation History Window
On-Line Banking File Window
Checking Window - Credit Cards Tab
Checking Window - Reconcile Credit Card Tab
Credit Card Reconcilation History Window
Invoice Payment Window
Receiving Miscellaneous Cash
Entering a Journal Entry
Voiding or Fixing Incorrect Entries
Transaction Search Window
Suggested Monthly Bookkeeping Check List
Employee Time Entry
Configuring Settings for Employee Time
Time Keeping Window
Recording Employee Time Entries and the Time Billing Window
Time Entry Import
Import Data (Time)
Excel Time Sheet
Glossary Windows
Account Glossary Window
Account Balances
Transfer to Account
Account Window
Account Tab
Budget Tab
Account Search Window
Client Glossary Window
Client Window
Client Window - Client Tab
Client Window - Notes/Information Tab
Client Window - Website Users tab
Client Search Window
Employee / Manager / Salesperson
Employee Glossary Window
Employee Window
Employee Window - Employee Tab
Employee Window - Notes/Info Tab
Employee Window - Time Tab
Employee Activity Exception Window
Employee Window - Payroll Tab
Employee Payroll Account Window
W2 Information Window
Employee Search Window
Location Glossary Window
Location Window
Location Search Window
Sales Categories
Sales Category Glossary Window
Sales Category Window
Sales Category Search Window
Remarks / Notes
Remarks / Notes Glossary Window
Remarks / Notes Window
Remarks / Notes Search Window
Sales Tax Codes
Sales Tax Code Glossary Window
Sales Tax Code Window
Sales Tax Calculation Window
Sales Tax Code Search Window
Ship Tos
Ship To Code Glossary Window
Ship To Window
Ship To Code Search Window
Time Activities
Time Activity Glossary Window
Time Activity Search Window
Time Activity Window
Vendor Glossary Window
Vendor Search Window
One-Time Vendor
Vendor Window
Vendor Window - Vendor Tab
Vendor Window - Payee Tab
Vendor Window - Defaults Tab
Vendor Window - Notes/Information Tab
Additional Features
Company Information Window
Passwords and Security
Company Advanced Options Window
Company Advanced Options Window - Print Tab
Company Advanced Options Window - General Tab
Company Advanced Options Window - Proposal Tab
Company Advanced Options Window - Invoice Tab
Company Advanced Options Window - PO Tab
Company Advanced Options Window - Time Tab
Update Projects Window
Design Manager Vision Window
Address Book Window
To Do List Tasks and Appointments
Configuring the User Settings Window for the To Do List Tasks and Appointments Window
To Do List Tasks and Appointments Window
To Do List Task and To Do List Appointment Windows
Returns and Credits
Project Advanced Options Window
Project Advanced Options Window - General Tab
Project Advanced Options Window - Proposal Tab
Project Advanced Options Window - Invoice Tab
Project Advanced Options Window - PO Tab
Project Advanced Options Window - Time Tab
Update Items Window
Payroll Checks
Setting Up Payroll Checks
Creating a Payroll Check
Export Grid Information
ClientConnect Settings
ClientConnect - General Tab
ClientConnect - Front Page Tab
ClientConnect - About Us Page Tab
ClientConnect - Options Tab
ClientConnect - Email Message Tab
ClientConnect User Website Setup
ClientConnect - Website Users View
ClientConnect Proposal Status
ClientConnect Invoice Settings
User Settings Window
SMTP Settings Window
Quick Quote for Design Manager
Installing Quick Quote for Design Manager
Using Quick Quote Window for Specifying
Saving a Custom Treatment
Loading a Saved Custom Treatment
Transfering the Treatment to a Project
Quoting Multilayered and Specialty Designs
Customizing Quick Quote using the Company Information Window - Quick Quote Tab
Picture and Image Functions
Report Ranges
List of All Reports
1099 Report
Account Inquiry Report
Acknowledgement Report
Aged Accounts Payable Report
Aged Accounts Receivable Report
Back Order Report
Balance Sheet
Balance Sheet Layout Window
Bookings Report
Budget Report
Budget Analysis Report
Cash Flow Report
Cash Receipts Journal
Cash Requirements Report
Chart of Accounts Report
Check Stub Report
Client Accounting Inquiry Report
Client History Report
Client Listing Report
Client Status Report
Cost of Goods Sold Accrual Report
Cut For Approval Report
Delivery / Shipping Report
Deposit Analysis Report
Deposit Slips Report
Disbursements Journal (Check Register)
Employee Time Analysis Report
Employee Time Analysis - Summary Report
Employee / Manager / Salesperson Listing Report
Expected Ship Report
Freight Analysis (Installation / Labor / Etc.) Report
General Ledger Report
Hours Journal
Income Statements
Income Statement Layout Window
Monthly Income Statement
Quarterly Income Statement
Yearly Income Statement
Comparative Income Statement for Custom Periods
Invoice Labels and Envelopes Report
Invoice Listing with Item Detail
Journal Entry Journal
Labels and Envelopes
Location Listing Report
Misc. Project Expense Listing Report
Open Client Deposit Report
Open Purchase Orders Report
Open Vendor Deposit Report
Paid Purchases by Account Report
Payroll History Report
Payroll Register Report
Pick List Report
Pre-Billing Report
Profit Analysis Report
Project Labels and Envelopes Report
Project / Order Status Report
Project Cash Flow Report
Project Profit and Loss Report
Project/Item Listing Report
Project Time Analysis - Summary Report
Project Time Analysis Report
Proposal Listing Report
Proposal Labels and Envelopes Report
Purchase Order Labels and Envelopes Report
Purchase/Work Order Listing Report
Purchases Journal
Receiving Report
Remarks Listing Report
Request for Bid
Sales Category Listing Report
Sales Journal
Sales Tax Code Listing Report
Sales Tax Report
Ship To Listing Report
Statement Labels and Envelopes Report
Time Activity Listing Report
Time Budget Analysis Report
Time Work In Process Report
Transaction Register Report
Trial Balance Report
Twelve Month Income Comparison Report
Unordered Components Report
User-Defined Date Report
Vendor Accounting Inquiry Report
Vendor Check Labels and Envelopes Report
Vendor History Report
Vendor Labels and Envelopes Report
Vendor Listing Report
Work in Process Report
Work In Process History Report

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