- Knowledge Base
- Getting Started
Stripe and Payroc
Onboarding for New Users
Studio Designer Account
About Studio Designer
Studio Designer Routines
Typical Studio Designer Workflow
Once you have completed the necessary tasks to setup Studio Designer like:
- Familiarized yourself with the menus & icons;
- Established a beginning balance;
- Completed set up of various settings
You are now ready to begin using Studio Designer.
On a typical daily routine, you will complete tasks like:
Projects: Client & Vendor interaction for your Client's projects:
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.
Accounting: Enter payments from clients and make payments to vendors in the accounting section. The Accounting Guide describes these steps in detail.
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
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