Design Manager

Watch this video to learn how to enter your company settings

Company Settings Video

Learn how to setup defaults for projects, pricing and documents

Learn how to manage and add users to your account

Learn how to setup default accounts for Sales, COGS, Accounts Receivable and Accounts Payable

Learn how to add and edit locations, sales categories, ship to codes, remarks, time activities, sales tax codes and units of measure

Learn about adding remarks to proposals and invoices and conditions for purchase orders

Learn about the different user security roles

Find answers and get help from Intercom Support and Community Experts

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