Help Center
How can we help you today?
Enter your search term here...
Search
Solutions
General
Cloud Product Specific Information
DM and DMPro
DMPro ONLY
DM (standard) ONLY
Resources
ClientConnect
Release Notes
Partner Programs and Products
Desktop Versions ONLY
CloudSpace
Legacy
Knowledge base
General
General Information (9)
System Requirements for Design Manager Cloud
Compatible Business Checks, Envelopes and Deposit Tickets
Windows Vista, Windows 2008 Server/2008 R2, Windows 7, Windows 8, Windows 8.1 and Windows 10 Compatibility
Sign Up for Live Webinars Covering Specific Topics
Find accountants, bookkeepers, and trainers who know Design Manager
See all 9 articles
Terms and Conditions (3)
Support Terms and Conditions
Foreign Countries that Design Manager can be shipped to
Bookkeeper, Accountant, and Consultant Guidelines
Errors (46)
Error 20079 Lead Error Twain Source Manager not found
SQL Server and ADO Error List
Errors such as -214 or 482 - remaining text does not appear to be part of the formula
Printing error occurs on Windows 2012 Server
Error 3159 Not a Valid Bookmark
See all 46 articles
Printing (15)
How the default printer is determined when printing a report.
Troubleshooting Printer issues
Printing goes directly to the printer without displaying a preview window
Best printers to purchase for use with Design Manager Cloud Services
Printing 1099 and 1096 forms
See all 15 articles
Interviews/Blogs/Social Media Articles (2)
Client Interviews/Blogs
New Client Refund Features Released 11.7.16 (ProCloud)
Cloud Product Specific Information
Login or Cloud Connection Related (26)
Application will not launch upon selecting the icon from the Cloud website
Logging into Design Manager for the First Time
Installing and configuring Citrix Workspace App for Design Manager on MacOS, Create Desktop Icon
Installing and configuring Citrix Workspace App for Design Manager on Windows 10
Citrix Workspace Download for all Cloud Products
See all 26 articles
Cloud login and Connectivity Errors (14)
Cloud error - Cannot connect to the Citrix XenApp Server SSL Error 4 - received
SSL Error 61
Remote Session disconnected error
Error 78 - server certificate could not be checked for revocation
Error cannot find section "SSPI" -- error 11" or "smart card"
See all 14 articles
Mac/Apple User Specific (31)
DM Application will not launch, nothing happens
Set up Desktop Icon for Design Manager Cloud and Other Cloud Apps on a Mac
Foreign Characters appearing when typing (Mac users)
Citrix has trouble opening when launching Design Manager, citrix viewer loads and disappears (Mac Users only)
Troubleshooting Mac Connection to Citrix Applications
See all 31 articles
Windows User Specific (14)
Set up Desktop Icon for Design Manager Cloud and Other Cloud Apps on Windows 10 PC
Set up Desktop Icon for Design Manager Cloud and Other Cloud Apps on Windows 8
Set up Desktop Icon for Design Manager Cloud and Other Cloud Apps on a Windows 7 or Vista
When logging into the Cloud you see a desktop that isn't yours
Citrix Receiver: DPI Settings
See all 14 articles
Miscellaneous (9)
Issues receiving emails from Design Manager or Skybox Innovations
Create a Favorite or Shortcut for your Desktop or Documents folder
How to take a screen shot
Finding files and folders when exporting
Trouble shooting non-delivery reports or problems sending an email from Design Manager Cloud
See all 9 articles
DM and DMPro
General (38)
Design Manager Tips and Tricks webinar
Setup Company Settings webinar
Setting Security Settings for Desktop and Cloud Users
Company Logo Sizes, Options and what Documents it is Printed On
Document Styles and Options Tutorial
See all 38 articles
Getting Started (6)
New User Webinar
Passwords, Security Settings, and User Settings Webinar
Add your company logo to your documents
Check Positions and Settings
How to Export a Document or Report to PDF, Rich Text (Word), etc...
See all 6 articles
FAQ's (8)
Monthly Bookkeeping Checklist
Clean Up Open Client and Vendor Deposit Reports tutorial
How to Record Sales Tax that you paid at the time of purchase
Show Sales Tax on a Proposal
Instructions on Removing WIP Report Entries
See all 8 articles
Project Management (22)
The relationship between Items and Components in Design Manager
How to Copy and Paste Items from a Project (ProCloud)
Choosing Design Fee, Markup, or both
Creating items with a Markup, Discount, or Fee Type or adding a Design Fee
Add a markup to your item cost
See all 22 articles
Time Billing (8)
Creating single Time Items, Joining Time Entries and other Time Invoice Styles and Choices
Time Billing Webinar
Export your Apple Calendar for use with the Design Manager Time Import function
Export your Google Calendar for use with the Design Manager Time Import function
Export your Outlook Calendar for use with the Design Manager Time Import function
See all 8 articles
Purchase and Work Orders (4)
Project Management 2: Purchase Orders Webinar
Make a cost request Purchase Order to Vendors
Purchase Orders are not closing automatically
How to add Sales Tax onto a Purchase Order
Accounting - General (36)
Design Manager is an Accrual Based Accounting System
Accounting Basics
Creating Opening Balances when Switching from Another System
Setting Up Sales Tax Codes Webinar
Sales Categories and Component Types Explained
See all 36 articles
Accounting - Accounts Receivable (Client Invoices & Cash Receipts) (14)
Client Deposits and Retainers webinar
Accounting Course 2: Client Invoices and Billing Reports webinar
Accounting Course 4: Receiving Payments webinar
Advanced Accounting Course 3: Refunding or Crediting Your Client webinar
Invoicing -- but the pricing is not coming out correctly
See all 14 articles
Accounting - Accounts Payable (Vendor Deposits, Invoice, Expenses, Checking & Credit Cards) (17)
Setting up and using Credit Cards webinar
Accounting Course 3: Vendor Deposits Webinar
Accounting Course 5: Vendor Invoices webinar
Accounting Course 7: Reimbursables and Operating Expenses Webinar
Paying an expense with petty cash (setting up a petty cash account)
See all 17 articles
DMPro ONLY
General (24)
Design Manager ProCloud Demo
Design Manager Pro Tutorials
How to Configure a User's account
Design Manager Pro Showroom Add-On Webinar (Pro users only)
Design Manager Pro Q and A Webinar.
See all 24 articles
Project Management (25)
Using Item Groups Tutorial (ProCloud)
Creating a Catalog Item Tutorial (ProCloud)
Adding an Inventory or Catalog Item into a Project Tutorial (ProCloud)
Transfer an Item from a Project to Stock Inventory or another Project
Create a Request for Bid Tutorial (ProCloud)
See all 25 articles
Accounting (23)
Setting Up Credit Card Processing in Pro
Creating a New Invoice / Bill to Send to your Client Tutorial (Pro users only)
How to use the Returns/Credits system to Credit a Client for an Item Invoiced
Apply a Client's Credit on Account to Pay Against Another Invoice (ProCloud users)
Enter Invoice / Bill from Vendor and Print Checks Tutorial (Pro users only)
See all 23 articles
ProCloud ONLY (25)
Import Vendor contacts and Inventory Stock Items Tutorial (ProCloud)
Entering Billable Time Tutorial (ProCloud)
Entering a Vendor Deposit Tutorial (ProCloud)
Entering a Client Refund/Credit
Client Returns and Credits Webinar (Pro Users Only)
See all 25 articles
Inventory (11)
Inventory Webinar
Creating an Inventory Item Tutorial (Pro users only)
Numeric inventory stock numbers between 1 and 9999999 cannot be entered
Creating Inventory Purchase Orders Tutorial (Pro users only)
How to enter and order components to create one single Inventory Stock Item
See all 11 articles
Data Collection System (4)
Data Collection Add-On in Pro Cloud
Receive error -214....stock item not found in glossary...when running a POS sale through
Data Collection Scanner will not scan, upload properly, or malfunctions
Keyboard response is slow with the data collection scanner
Scanners and Other 3rd Party Devices (10)
Installation Instructions for Unitech HT580 and Motorola/Symbol CS-1504 bar code scanners
Zebra Printer Installation GC420d
Programming POS Scanners and Resetting to Factory Defaults
CS1504 Consumer Scanner patch
A few things to know about the Motorola CS1504 Consumer Memory Scanner
See all 10 articles
Mobile App - Pro Cloud Only (7)
Hardware Requirements
Design Manager iPhone App - Gallery Tutorial
Design Manager iPhone App - Track Time Tutorial
Design Manager iPhone App - Capture Items Tutorial
Design Manager iPhone App - Add New Contacts Tutorial
See all 7 articles
Product Clipper - Pro Cloud Only (4)
Installing the Design Manager Product Clipper
Design Manager Product Clipper Overview Video
Using the Product Clipper
Switching Design Manager Instances on Product Clipper
Whiteboard - Pro Cloud Only (7)
Whiteboard Basics
Using the New Card option on the Whiteboard
Whiteboard Tutorial
Whiteboard - New Cards Tutorial
Whiteboard - How to Create Project Items, Inventory Items, and Catalog Items Tutorial
See all 7 articles
DM (standard) ONLY
General (5)
Design Manager Demo video (DMCloud version)
Design Manager Tutorials
Add a Company Logo to Documents, Logo sizes, and where the logo prints webinar
List of all Reports in DM2011 and Brief Descriptions
Sign up for a live Design Manager Demo
Project Management (14)
How to Copy and Paste Items from a Project (DM Standard)
Create Purchase orders tutorial
Create Work Orders tutorial
How to Use Budgets in Design Manager webinar
Entering a Project Tutorial (DMCloud)
See all 14 articles
Accounting (27)
How to Setup and use General Ledger Accounts and Sales Categories webinar
Enter New Accounts tutorial
Entering Sales Tax Codes tutorial
Applying a Retainer in DM2011 [TUTORIAL]
Receive Deposits, Retainers, and Payments tutorial
See all 27 articles
DMCloud ONLY (2)
DM Q & A Webinar (DMCloud)
Entering Budget for Project, Location and Item (DMCloud)
Resources
Manuals (10)
Links to all Manuals
ProCloud Help/Manual
LiveBackUp Manual
Pro7 R2 Addendum
Pro7 Manual
See all 10 articles
Downloads (3)
Installation Links and Files for Download
SQL Server Native Client 2008 Install for 32 bit
SQL Server Native Client 2008 Install for 64bit
Videos, Tutorials and Webinars on You Tube (5)
Design Manager on YouTube
Recorded Weekly Webinars on YouTube
ProCloud Quick Start Playlist on YouTube
DMCloud Quick Start Playlist on YouTube
Links to Desktop (Pro7 and DM2011) Tutorials on YouTube
ClientConnect
General (1)
Getting Started with ClientConnect (DM & Pro Cloud - rev 530 and earlier ONLY)
DMCloud ClientConnect (3)
ClientConnect Overview tutorial - Standard/DMCloud version
Getting Started with ClientConnect for DMCloud tutorial
How to Setup a Client as a ClientConnect/Website User for DMCloud
Release Notes
DMCloud (7)
DM Cloud v138 Release Notes 9.27.17
DM Cloud v131 Release Notes 6.16.16
DM Cloud Release Notes 3.6.15
DM Cloud Release Notes 2.10.15
DM Cloud Release Notes 11.25.13
See all 7 articles
ProCloud (21)
Pro Cloud v535 - New Features Released 6/15/20
Pro Cloud v534 Release Notes - 2/18/20
Pro Cloud v533 - New Features Released 12/15/19
Pro Cloud - Product Clipper v1.3 (released June 2019)
Pro Cloud v530 Release Notes - 3/4/2019
See all 21 articles
Product News and Updates/New Features (3)
New Time Billing Features - Time Import - released June 2016
News, updates and release notes for all DM Products
Pro Cloud Rev530 New Features Webinar
Partner Programs and Products
QuickQuote (2)
QuickQuote Tutorial
Quoting Window Treatments with QuickQuote Webinar
Online Payments (11)
How to Review Client Portal Transactions
Stripe Configuration and Settings in Design Manager
Credit Card Processing with TSYS Webinar
TSYS Support
Credit Card Processing through Design Manager and TSYS (Cayan)
See all 11 articles
Paychex (1)
Payroll Processing with recommended company: Paychex
Desktop Versions ONLY
ProDesktop (20)
Pro 7.0 Desktop Installation Instructions
Add an Item tutorial (Pro7)
Apply a Credit On Account Against Another Invoice Tutorial
Creating New Passwords for Other Users to Login to Design Manager - Tutorial
Instructions for installing Pro 7.0 on a Terminal or Citrix Server
See all 20 articles
DM (standard) Desktop (3)
DM2011 Desktop Installation Instructions
The Help section does not open or you receive an error
DM2011 Desktop Tutorials
DM Standard & Pro Desktop ONLY (22)
Hardware Requirements for DM2011 & Pro 7.0 R3
Quality of images and/or company logo is poor when view on screen
How to Make a Design Manager Word Template
How to run a LiveUpdate in Design Manager
How to run the fpasync file utility
See all 22 articles
CloudSpace
General (26)
CloudSpace Sales Video
Overview of CloudSpace webinar
CloudSpace Tutorials
CloudSpace Manual
How to Add a Server to an Email Safe List
See all 26 articles
Voice (5)
Upgrade your CiscoSPA303 Phone's firmware
Basic Cisco303 phone functions: Getting voicemail, changing password, transferring a call
International Phone Rates
Microsoft Lync Click-to-Call (C2C) is not working
How to manually setup a Polycom phone that uses voice services
Legacy
Articles for legacy programs and versions (45)
Fax Printing on a Windows Vista Computer
Troubleshooting slow network and Microsoft Jet database issues on Windows Vista/7/2008 Server
After installing on Windows Vista Ultimate / Home Premium the program will not run or states that an OCX file is not registered or has missing dependencies.
Error installing c:\windows (or winnt)\system32\autoexec.nt cannot load MS-DOS or 16-bit Windows application
Message to log in as Administrator when Installing on Windows Vista
See all 45 articles
ProCloud Only Accounting Legacy (3)
Entering an Opening Cash Balance Tutorial (Pro users only)
Creating another Checking or Savings Account Tutorial
Receive Payment from Client for Proposal, Invoice, as a Retainer / Print a Bank Deposit Tutorial - Pro 7
Dmpro Only Project Management Legacy (2)
Create a New Project tutorial (Pro7)
Creating a Spec Sheet Tutorial (Pro users only)
Internal Use ONLY
