• Taxable default on Time Activities
  • Time Activity tax settings can override the Project Setting
• Non-Billable default on Time Activities
• A default list of Time Activities will be included for new companies
• Employees with Employee Codes will automatically be created in the Employee Glossary for all new users added and will be associated with that user license for quicker time entry
• Quick Add Time Button – takes user right to a new time entry window with employee code already associated for faster time entry

Fixes/Updates

• Fixed: Switching projects no longer changed time billing tier correctly.
• Fixed: Change time default checkbox for only un-invoiced items to be required if create new monthly time buckets is selected.
• Fixed: Error Message on editing an inventory adjustment with an inactive warehouse.
• Fixed: Request for bid documents with vendor not filled in on all drop down fields.
• Fixed: Deleting a time entry that is the only component on the item leaves the item and the component with no linking time entry.
• Fixed: Security settings on favorite reports section.
• Fixed: An inactive sales tax code can be assigned to a project.

The post v547 Released 11/2/21 appeared first on Design Manager.

• The proposal creation workflow now prompts viewing and sharing rather than downloading PDFs.
• Document link and context menus changed to promote portal viewing and sharing.
• Pass through Stripe processing fees to the client by payment method. (Credit Card or ACH)
• A professional email template for Proposals and Invoices that includes document details.
  • This new email template will now show the message of the email body prior to sending so you can make changes to wording. (note: this applies to single projects only, not review/send.)

Fixes/Updates

• Toolbar has been updated to hide less used Project Glossaries & Lists.
• Stripe Payment options on the portal show as greyed out with note to contact designer for payment options when only check or CC options are selected; also a best choice pill is on ACH.

The post v545 Released 7/27/21 appeared first on Design Manager.

• Web Browser Link Project Purchase Orders, Work Orders and Delivery Tickets
  • Creation of and reprint of a PO, WO or Delivery Ticket will no longer have a printer option and will instead go straight to the browser as a PDF for printing and downloading.
  • Email will include both the pdf of the PO and the url to open in the browser

Fixes/Updates

• Paid Stamp on client invoices resolved (this pertains to issues with Time invoices, and other rounding issues concerning the paid stamp image file).  NOTE: a new text format paid stamp will replace the old image.
• The text of the credit amount shown on the credit invoice window should appear with the amount of the credit.
• Reprinting a POS credit invoice is fixed to select the proper invoice style.
• Capital One bank will, once again, be able to connect via Plaid to make payments; and any future banks (ie: Chase) requiring this new authorization.
• “Penny rounding” error causing payment to not post in Pro Cloud has been fixed.
• Added the designer signature line on residential and commercial proposal with deposits styles.

The post v543 Released 5/13/21 appeared first on Design Manager.

DM Online Payments: Online Retainers Added

• • Designers can now send Project Retainer Requests and receive payment via CC or ACH.

Fixes/Updates

• Fixed: Name of file download for a document or report was defaulting to download.
• Fixed: ACH Error dealing with null accounts.
• Fixed: Word ‘here’ was appearing on the Project Time Analysis report in the header.
• DM Favicon added to DM Online Payments.

The post v541 Released 2/23/21 appeared first on Design Manager.

DM Online Payments: Stripe Payout Automation

• • DM puts new payments/cash receipts/deposits into the DM undeposited funds account, then moves the deposit to the DM checkbook once Stripe actually processes the payout.
  • Automated email is now sent to the designer when their client tries to pay via ACH and their Stripe account is not yet set up to allow ACH payments.

Fixes/Updates

• Connect to Stripe added to top menu bar of Account Management Portal.
• Account Management Portal Role Menu updated to include verbiage on how vendors cannot be added if Designer Role is selected
• Fixed: Long Vendor Email caused Inventory PO not to process.

The post v540 Released 1/19/21 appeared first on Design Manager.

• DM Online Payments: New designs and enhanced mobile designs for client interface
• 1099 – NEC forms added

Fixes/Updates

• Delivered Date not appearing properly on Project Status Report – Full Detail Version
• Change Review/Send banner to be a notification on Review/Send button
• Remove the check to Send Later for convenience fee invoices for Stripe charges
• Exporting Proposals Grid on Proposals and Documents Window does not include all columns
• Ex-employees still get task notifications when creating a task for “everyone”
• Long Vendor Email causes Inventory PO’s not to process
• Aged A/R report can get invalid date error when exporting to Excel
• When no deposit was applied to an invoice, the Client Statements do not show Items (when Show Items option is selected)
• Clicking the Inactive check Column on the Proposals Window asks to mark the Proposal Complete (instead of inactive)

The post v539 Released 11/9/20 appeared first on Design Manager.

Stripe Integration

• Accepting ACH or bank transfers
• Ability to pass through the processing fees automatically to your clients
• Process refunds through Stripe using the returns and credits system

Fixes/Updates

• Improved multi-page PDF Proposal/Invoice display on mobile devices
• Changed Pro Cloud database for new customers to have sales category for fees pre-populated in company settings
• Updated TOS in product
• Fixed: Stripe payments less than $5

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

• Pop-up credit card window when only Stripe connected and manually adding a cash receipt

The post v538 Released 9/29/20 appeared first on Design Manager.

• Accepting Credit Card Payments through Stripe – Click Here to Setup a Stripe Account

Fixes/Updates

• Fixed: Payment status emails with multiple email addresses not going through
• Fixed: Modern Proposal cuts off with long ‘check’ information and totals cutting off when in millions

Deprecated Features

None

The post v537 Released 8/11/20 appeared first on Design Manager.

• Stripe Onboarding Released – Click Here to Setup a Stripe Account

Fixes/Updates

• Fixed: Error message when printing Spec Search
• Fixed: Deposits showing improperly or not showing on certain Proposal formats

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

• Toolbar Customization
• Look and Feel Customization or User Setting – Themes
• QuickQuote button

The post v536 Released 7/21/20 appeared first on Design Manager.

Streamlined Client Documents: Proposals and Invoices

• Documents will open in a browser as a pdf file and can be shared as a url 
• Send button has been brought to the main document window
• Added the ability to send multiple documents at one time 
• Review and Send Feature where Proposals and invoices will appear on the review and send window so you can send them all at once instead of one by one
• Send Status – see who sent the document and when they sent it
• Updating documents has been enhanced by an update button, tag column and right click menu for faster navigation
• Simplified proposal creation with removal of accept or reject step
• Proposal History – ability to see proposal changes through a history of revisions

Simplified payments

• All customer emails now include payment links to pay Proposals and Invoices
• Added an easy-to-use payment page with no client login required
• Payment status emails will be sent to notify DM users when clients have made payment
• Need TSYS account to process payments currently, but in 6-8 weeks we will have another release that will include an integration with Stripe to process payments

Fixes/Updates

• Fixed: Error message on Inventory Tear Sheet export
• Fixed: Error message on Proposal Window when sorting and searching
• Fixed: Error message when searching by PO on the Vendor Invoices Window
• Fixed: Show tagged only option not working on layout of Client Invoices
• Fixed: Project Summary version of Project/Order Status Report

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

• ClientConnect portal, document viewing, and lead collecting
• Document Reprint button replaced with PDF link on document number
• Update proposal setting; now added as a right-click, “update” option on the proposal window
• Letterhead printing on proposals

The post v535 Released 6/15/20 appeared first on Design Manager.