Design Manager ProCloud Manual

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- A -

Account

Transfer Cash Window Account Glossary Window Transfer to Account Window

Account Inquiry Report

Account Search Window

Account Window

Acknowledgement Report

Acknowledging a Purchase Order

Additional Features

adjust

Adjusting a Client Invoice

Advanced Options - Company

Advanced Options - Project

Aged Accounts Payable Report

Aged Accounts Receivable Report

- B -

Back Order Report

balance

Balance Sheet

Balance Sheet Layout

bar

bill

Entering Vendor Deposits, Invoices, and Operating Expenses Vendor Deposits, Invoices, and Operating Expenses Window - New Tab Vendor Invoices

Bookings Report

Budget Analysis Item Level Report

Budget Analysis Project Level Report

bypass

- C -

Cash Flow Statement Report

Cash Receipt

Cash Receipts by Sales Tax Code Report

Cash Receipts Journal

Cash Requirements Report

Catalog Printing Catalog Inventory Groups Report

Change All Window

change order of specification

New Proposal Window - Remarks Tab New Invoice Window - Remarks Tab

charges

Vendor Deposits, Invoices, and Operating Expenses Window - New Tab Recurring Operating Expenses Window Recurring Operating Expense Window

Chart of Accounts Report

check

Check Detail Window

Check Run Window

Check Stub Report

checking

Checking Window - Checkbook Tab

Checking Window - Credit Cards Tab

Checking Window - Pay/Print Tab

Checking Window - Reconcile Cash Tab

checks

Checkbook Window Forms, Envelopes, and Labels

Client Accounting Inquiry Report

Client Deposit

Client Glossary Window

Client Invoice Labels and Envelopes Report

Client Invoices

Re-printing or Emailing a Client Invoice Reversing/Crediting a Client Invoice

Client Listing Report

Client Search Window

Client Status Report

Client Window - Client Tab

Client Window - Notes / Information Tab

Commission Report

Committed Analysis Report

Commonly Used Buttons

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 - COGS Accounts

Company Information - Other Accounts

Company Information - Quick Quote Tab

Company Information - Sales Accounts

complete

Specifications Window Item Window - Status Tab Proposals and Documents window Monitoring and Setting the Status of a Proposal

Component Window - Component Tab

Component Window - Order Status Tab

Component Window - Picture Tab

Component Window - Schedule Tab

Component Window - Special Instructions Tab

Cost of Goods Sold Accrual Report

credit

credit card

Credit Card Purchases Report

Credit Cards

Using Credit Cards for Payments How To Pay the Credit Card Company

Cut For Approval Report

- D -

debit

debit card

Hand Check / Wire Transfer Window Account Glossary Window

Delivery / Shipping Report

Department Listing Report

deposit

Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips New Cash Receipt Window Cash Receipts Window - Make Bank Deposit Tab Company Advanced Options Window - General Tab Forms, Envelopes, and Labels Project Advanced Options Window - General Tab

Deposit Analysis Report

Deposit Slip Report

Description / Note Formatting

Disbursements Journal

discount

Company Advanced Options Window - General Tab Project Advanced Options Window - General Tab

document

Drop Down Menus

- E -

Edit Amount to Pay Window

Edit Amount to Pay and Notes Window Select Payment Account Window

Edit Cash Receipt Payment Window

Edit Generated PO Window

Edit Generated PO Window Edit Generated Inventory PO Window

Edit Generated WO Window

Edit Order Status Window

Editing a Cash Receipt

Editing a Proposal

Editing a Purchase Order

Editing a Purchase or Work Order Editing an Inventory Purchase Order

Emailing a Client Invoice

Emailing a Proposal

Emailing a Purchase Order

Re-printing or Emailing a Purchase or Work Order Re-printing or E-mailing an Inventory 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

enter deposit

Entering Order Status Information

Expected Ship Report

expenses

Vendor Deposits, Invoices, and Operating Expenses Window - New Tab Operating Expense or Miscellaneous Bill Recurring Operating Expenses Window Recurring Operating Expense Window

- F -

Freight Analysis (Installation / Labor / Etc.) Report

funds

Cash Receipt Payment Types and the Company Information A/R Showroom Tab Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

- G -

General Ledger Report

Generated Purchase Orders Window

Generated Purchase Orders Window Generated Inventory Purchase Orders Window

Generated Work Orders Window

- H -

Hand Check

Hand Checks

head

highlight

Hours Journal

- I -

inactive

Specifications Window Item Window - Status Tab Proposals and Documents window Monitoring and Setting the Status of a Proposal

include

income

Income Statement

Income Statement Layout

Inventory Accrual Report

Inventory Labels by Purchase Order Report

Inventory Labels by Quantity On Hand Report

Inventory Labels by Received Quantity Report

Inventory Labels by Stock Item Report

Inventory List by Warehouse Report

Inventory List Report

inventory po

Inventory Purchase Order Listing Report

Inventory Sales Report

Inventory Transaction Register Report

invoice

Adjusting and Updating a Client Invoice Company Advanced Options Window - Print Tab

Invoice Adjustments Window

Invoice Listing With Item Detail Report

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

Item Window - Workroom Tab

- J -

Journal Entry Journal

- L -

layout

New Proposal Window - Remarks Tab New Invoice Window - Remarks Tab Balance Sheet Layout Window Income Statement Layout Window

letter

letterhead

Location Glossary Window

Location Listing Report

Location Search Window

Location Window

- M -

make

New Cash Receipt Window Cash Receipts Window - Make Bank Deposit Tab

make deposit

Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips New Cash Receipt Window Cash Receipts Window - Make Bank Deposit Tab

margins

markup

Company Advanced Options Window - General Tab Project Advanced Options Window - General Tab

mark-up

Company Advanced Options Window - General Tab Project Advanced Options Window - General Tab

Material Reference Report

Miscellaneous Cash Receipts

Miscellaneous Project Expense Listing Report

- N -

nelco

- O -

off

Open Client Deposit Report

Open Inventory Purchase Order Report

Open Purchase Orders Report

Open Quotes Report

Open Store Credits Report

Open Vendor Deposit Report

order spec

New Proposal Window - Remarks Tab New Invoice Window - Remarks Tab

Order Summary Report

Orders and Acknowledgements Labels and Envelopes Report

Override Invoice Price Window

- P -

Paid Purchases by Account Report

pay

Entering Vendor Deposits, Invoices, and Operating Expenses Vendor Deposits, Invoices, and Operating Expenses Window - New Tab Vendor Invoices How To Pay the Credit Card Company

pay credit card

paying

Entering Vendor Deposits, Invoices, and Operating Expenses Vendor Deposits, Invoices, and Operating Expenses Window - New Tab Vendor Invoices

Payments on Client Invoices

Payroll Checks

Payroll History Report

Payroll Register Report

percent

Physical Count Report

Pick List Report

po

Point of Sale Customers Labels and Envelopes

Point of Sale Sales Report

position

Pre-billing Report

Print Preview Window

printer

Printer Button Bar

Processing Deposit Slips

Profit Analysis Report

Profit and Loss by Project Summary Report

Proforma Purchase Order

Generated Purchase Orders Window Generated Inventory Purchase Orders Window

Project / Order Status Report

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 Cash Allocation Report

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

proposal

Proposal Labels and Envelopes Report

Proposal Listing Report

Proposal Status Window

Proposal Window - Options Tab

Proposal Window - Proposal Tab

Purchase Order Labels and Envelopes Report

Purchase Order Listing Report

Purchase Order Status Window

Purchase Order Window

Purchases Journal Report

- Q -

Quotes Labels and Envelopes

- R -

Reactivate an Inactive Vendor

Receiving Merchandise

Receiving Report

Reconciliation History Window

Reconciling the Checkbook

recurring

Vendor Deposits, Invoices, and Operating Expenses Window - New Tab Recurring Operating Expenses or Bills Recurring Operating Expenses Window Recurring Operating Expense Window

recurring charges

Recurring Operating Expenses or Bills Recurring Operating Expenses Window

Remarks Glossary Window

Remarks Listing Report

Remarks Search Window

Remarks Window

Re-Order Analysis Report

Re-printing a Client Invoice

Re-printing a Proposal

Re-printing a Purchase Order

Re-printing or Emailing a Purchase or Work Order Re-printing or E-mailing an Inventory Purchase Order

Request for Bid Report

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

sheet

Ship To Code Glossary Window

Ship To Code Search Window

Ship To Listing Report

Ship To Window

show

show discount

Company Advanced Options Window - General Tab Project Advanced Options Window - General Tab

show markup

Company Advanced Options Window - General Tab Project Advanced Options Window - General Tab

Sizing Windows

slips

Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips Forms, Envelopes, and Labels

Sorting Columns

Specification Template Report

statement

Statement Labels and Envelopes

Statements

Status Code Listing Report

stock

Stock Item Inquiry Report

stock items

- T -

Tagging Components for a Purchase Order

Tagging Components for a Work Order

Tagging Items for a Proposal

Tagging Items for an Invoice

tax

tax in deposit

taxable

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

Transaction Register Report

Transfer

Checkbook Window Transfer Cash Window Transfer to Account Window

transfer money

Trial Balance Report

Twelve Month Income Comparison Report

Twelve Month Income Comparison Report Twelve Month Cash Flow Statement Report

- U -

undeposited

Cash Receipt Payment Types and the Company Information A/R Showroom Tab Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

un-deposited

Cash Receipt Payment Types and the Company Information A/R Showroom Tab Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

Undeposited Funds

Cash Receipt Payment Types and the Company Information A/R Showroom Tab Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

Un-Deposited Funds

Unordered Components Report

Update Items Window

Update Projects Window

User-Defined Date Report

- V -

Vendor Accounting Inquiry Report

Vendor Check Labels and Envelopes

Vendor Deposit, Invoice, or Operating Expense Window

Vendor Glossary Window

Vendor History Report

Vendor Insurance Report

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 - Vendor Tab

Void

Voiding

Voiding a Cash Receipt

- W -

W2 Information Window

W2 Report

wip

Wire Transfer

Work in Process History Report

Work in Process Report

Work Order Window

Work Orders

Item Window - Workroom Tab Specifying for Work Orders Generating Work Orders

write

write off