Design Manager Cloud Manual
Contents
| Index
- . -
.qif file
- 1 -
1099 Report
- A -
Account Glossary Window
Account Inquiry Report
Account Search Window
Account Window
Acknowledgement Report
Acknowledging a Purchase/Work Order
Adjusting a Client Invoice
Advanced Options - Company
Advanced Options - Project
Aged Accounts Payable Report
Aged Accounts Receivable Report
- B -
Back Order Report
Back-up the Database
Balance Sheet
Balance Sheet Layout Window
Bookings Report
Budget Analysis Report
- C -
Cash Back Refund
Cash Flow Report
Cash Receipt Window
Cash Receipts Journal
Cash Requirements Report
Change All Window
Chart of Accounts Report
Check Detail Window
Check Run Window
Check Stub Report
Checking Window - Checkbook Tab
Checking Window - Credit Cards Tab
Checking Window - Make Bank Deposit Tab
Checking Window - Pay Bills / Print Checks Tab
Checking Window - Reconcile Cash Tab
Checking Window - Reconcile Credit Card Tab
Clear Checks and Deposits Window
Clearing Checks
Clearing Deposits
Client Accounting Inquiry Report
Client Deposit
Client Glossary Window
Client Invoices
Client Listing Report
Client Search Window
Client Status Report
Client Window - Client Tab
Client Window - Notes / Information Tab
Commonly Used Buttons
Company Advanced Options - General Tab
Company Advanced Options - Invoice Tab
Company Advanced Options - PO Tab
Company Advanced Options - Print Tab
Company Advanced Options - Proposal Tab
Company Advanced Options - Time Tab
Company Information - A/R Payment Tab
Company Information - Closed Year Tab
Company Information - COGS Accounts Tab
Company Information - Company Tab
Company Information - Logo Tab
Company Information - Other Accounts Tab
Company Information - Passwords Tab
Company Information - Quick Quote Tab
Company Information - Sales Accounts Tab
Company Information Window
Component Window - Component Tab
Component Window - More Charges Tab
Component Window - Order Status Tab
Component Window - Special Instructions Tab
Cost of Goods Sold Accrual Report
Credit Card Reconcilation History Window
Credit Cards
Cut For Approval Report
- D -
Debit Cards
Delivery / Shipping Report
Deposit Analysis Report
Deposit Slip
Deposit Slip Report
Description / Note Formatting
Disbursements Journal
Documents and Accounting Window
Drop Down Menus
- E -
Edit Amount to Pay Window
Edit Cash Receipt Payment Window
Edit Generated PO Window
Edit Order Status Window
Editing a Cash Receipt
Editing a Proposal
Editing a Purchase Order
Emailing a Client Invoice
Emailing a Proposal
Emailing a Purchase Order
Employee Activity Exception Window
Employee Glossary Window
Employee Payroll Account Window
Employee Search Window
Employee Time Analysis Report
Employee Window - Employee Tab
Employee Window - Notes/Info Tab
Employee Window - Payroll Tab
Employee Window - Time Tab
Entering an Invoice from a Vendor
Entering Order Status Information
Expected Ship Report
Expenses
- F -
Favorite Reports
Freight Analysis (Installation / Labor / Etc.) Report
- G -
General Ledger Journal Entries
General Ledger Report
Generated Purchase Orders Window
- H -
Hand Checks
Hardware Requirements
Hours Journal
- I -
Income Statement
Income Statement Layout Window
Installing Design Manager
Invoice Adjustments Window
Invoice Labels and Envelopes Report
Invoice Payment Window
Invoice Window - Invoice Tab
Invoice Window - Options Tab
Item Window - Item Tab
Item Window - Picture Tab
Item Window - Pricing Information Tab
Item Window - Status Tab
- J -
Journal Entry Journal
- L -
Load On-Line Banking File Window
Loading an Online Financial File
Location Glossary Window
Location Listing Report
Location Search Window
Location Window
- M -
Merchant Warehouse
Miscellaneous Cash Receipts
Miscellaneous Project Expense Listing Report
- O -
On-Line Banking File Window
Open a Closed Project
Open Client Deposit Report
Open Purchase Orders Report
Open Vendor Deposit Report
- P -
Paid Purchases by Account Report
Passwords and Security
Payments on Client Invoices
Payroll Checks
Payroll History Report
Payroll Register Report
Pick List Report
Pre-billing Report
Print Client Invoice Window
Print Deposit Slip Window
Printing Checks
Processing Deposit Slips
Profit Analysis Report
Proforma Purchase Order
Project / Order Status Report
Project Advanced Options Window - General Tab
Project Advanced Options Window - Invoice Tab
Project Advanced Options Window - PO Tab
Project Advanced Options Window - Proposal Tab
Project Advanced Options Window - Time Tab
Project and Specifications Window
Project Cash Flow Report
Project Labels and Envelopes Report
Project Listing Report
Project Profit and Loss Report
Project Time Analysis Report
Project Window - Defaults Tab
Project Window - Notes/Information Tab
Project Window - Project Tab
Project Window - Status Tab
Proposal Labels and Envelopes Report
Proposal Listing Report
Proposal Status Window
Proposal Window - Options Tab
Purchase Order Labels and Envelopes Report
Purchase Order Listing Report
Purchase Order Window
Purchase/Work Order Status Window
Purchases Journal Report
- R -
Reactivate an Inactive Vendor
Receiving Merchandise
Receiving Report
Reconciliation History Window
Reconciling Credit Cards
Reconciling the Checkbook
Remarks Glossary Window
Remarks Listing Report
Remarks Search Window
Remarks Window
Repair the Database
Report Descriptions
Report Window
Re-printing a Client Invoice
Re-printing a Proposal
Re-printing a Purchase Order
Request for Bid Report
Restore a Back-up
Retainer
Reverse /Credit a Client Invoice
Rolodex
- S -
Sales Category Glossary Window
Sales Category Listing Report
Sales Category Search Window
Sales Category Window
Sales Journal Report
Sales Tax Calculation Window
Sales Tax Code Glossary Window
Sales Tax Code Listing Report
Sales Tax Code Search Window
Sales Tax Code Window
Sales Tax Report
Service Charges
Ship To Code Glossary Window
Ship To Code Search Window
Ship To Listing Report
Ship To Window
Sizing Windows
Sorting Columns
Statement Labels and Envelopes
Statements
Supplier Invoice
- T -
Tagging Components for a Purchase Order
Tagging Items for a Proposal
Tagging Items for an Invoice
Time Activities Glossary Window
Time Activities Listing Report
Time Activities Search Window
Time Activity Window
Time Budget Analysis Report
Time Keeping
Time Work in Process Report
To Do List
To Do List Appointments Window
To Do List Task Appointment Window
Tool Bar
Transaction Register Report
Transaction Search Window
Transfer Cash between Accounts
Transfer Cash Window
Transfer to Account Window
Trial Balance Report
Twelve Month Income Comparison Report
- U -
Un-Deposited Funds
Unordered Components Report
Update Items Window
Update Projects Window
User-Defined Date Report
Utilities
- V -
Vendor Accounting Inquiry Report
Vendor Check Labels and Envelopes
Vendor Deposit, Invoice, or Operating Expense Window
Vendor Deposits
Vendor Glossary Window
Vendor History Report
Vendor Invoice
Vendor Invoice Distribution Window
Vendor Labels and Envelopes
Vendor Listing Report
Vendor Search Window
Vendor Window - Defaults Tab
Vendor Window - Notes / Information Tab
Vendor Window - Payee Tab
Vendor Window - Vendor Tab
Voiding a Cash Receipt
Voiding Checks
Voiding or Editing Accounting Entries
- W -
W2 Information Window
Wire Transfers
Work in Process History Report
Work in Process Report
