| Introduction |
 | Welcome |
| 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 |
| Printing |
| 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 |
| Accounts |
| Account Glossary Window |
| Account Balances |
| Transfer to Account |
| Account Window |
| Account Tab |
| Budget Tab |
| Account Search Window |
| Clients |
| 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 |
| Locations |
| 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 |
| Vendors |
| 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 |
| Client |
| Vendor |
| 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 |
| Utilities |
| Import |
| Export Grid Information |
| ClientConnect |
| 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 |
| Reports |
| 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 |
| Statements |
| 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 |
© copyright 2016, Design Manager, Inc.