Studio Designer Routines

Typical Studio Designer Workflow

Once you have completed the necessary tasks to setup Studio Designer like:

You are now ready to begin using Studio Designer.

Daily routines

On a typical daily routine, you will complete tasks like:

Projects:  Client & Vendor interaction for your Client's projects:

  1. Entering Items
  2. Creating Requests for Quotes
  3. Creating Proposals
  4. Creating Orders
  5. Creating Invoices

Activities:  Enter activities to schedule meetings and follow up on orders.  These activities can be invoiced to clients at any time.  The Activities Guide describes these steps in detail.

  1. Entering Activities
  2. Creating Time Billing Invoices

Accounting:  Enter payments from clients and make payments to vendors in the accounting section.  The Accounting Guide describes these steps in detail.

  1. Money In
  2. Money Out

Monthly routines

At the end of every month, the following financial statements should be reviewed.

  • Balance Sheet
  • Income Statement
  • Accounts Receivable
  • Accounts Payable
  • Client Deposits
  • Vendor Deposits
  • Work In Progress

Annual Routines

At the end of the year, you can email financial statements to your accountant.

Your accountant may have year-end adjusting entries for you to enter.

After all year-end adjusting entries are entered, you are ready to close the year.

To learn more about close the year, click the link below
Close the Year