Account Assignments – The categorization of expenses to the appropriate accounts in QuickBooks for financial tracking and reporting.
Access Portal Checkbox – A setting that enables client access to the Client Portal for approving proposals.
Applying Retainer Payments – The process of allocating retainer funds to invoices, proposals, or time entries within DesignerLink 2.0.
Archive/Unarchive – The process of moving items into or out of the archive to manage visibility.
Balance Due – The remaining amount a client needs to pay on an invoice or proposal after initial payments.
Balance Due Invoicing – A feature that allows designers to customize the amount a client pays for a product proposal or estimate.
Bill (QuickBooks Online) – A financial record representing money owed to a vendor for goods or services received, converted from a purchase order.
Billable Expense – An expense that can be charged to a client as part of a project.
Bulk Update – An action allowing users to modify multiple items at once, such as updating room assignments or markup percentages.
Cloning Items – The process of duplicating an item for use in another project to save time on data entry. Ship-to info will not clone if moved to another project.
Color / Finish – The attribute that defines the appearance of an item.
Create Bill Button – A feature in QuickBooks Online that allows users to convert a purchase order into a bill for accurate accounting.
Discount Field – A field used to enter discount percentages applied to an item's price.
Discount Taken – The calculated discount based on the MSRP, showing the net cost after the discount is applied.
Dimensions – The measurements of an item, including height, width, and depth.
Description/Service Presets – Predefined settings that determine whether Time & Expense Entries are taxable or non-taxable.
Expense Entries – Records of purchases made outside of proposals and purchase orders, such as client meals or travel costs.
Expenses (QuickBooks Online) – A section in QuickBooks Online where users can track spending, manage bills, and view vendor transactions.
Favorite Items – A feature allowing users to mark high-priority items for quick access on their Dashboard.
Financial Record Management – The practice of organizing and maintaining accurate quotes, invoices, and other financial documents for business tracking.
Global Footers – Pre-saved text, such as Terms & Conditions, that can be applied to multiple documents to save time.
Group Items – A feature that enables users to create a set of related items and add them simultaneously to a single item presented to a client.
Item Class – A categorization method used for accounting purposes that syncs with QuickBooks Online (e.g., Accessories, Furniture, Lighting).
Item Tags – Flexible labels used to categorize and organize items based on keywords or descriptors (e.g., Chandelier, Kitchen, Outdoors).
Item URL – A link associated with a specific item for reference or purchase.
Item View – A tab displaying all active project items.
Invoice Creation – The process of compiling multiple expenses into a single invoice for billing.
Mapping Fields – Aligning exported data fields (e.g., customer name, item description, price) with corresponding QuickBooks Online fields to ensure accurate data transfer.
MSRP (Manufacturer's Suggested Retail Price) – The price recommended by the manufacturer for retail sale.
Negative Expense – A deduction or credit applied to a financial entry, such as a refund or correction.
Net Cost – The final cost of an item after applying discounts.
Open Payment (QuickBooks) – A recorded payment in QuickBooks that remains available until applied to specific invoices.
Pixel Ratio (400x400) – The recommended image size for optimal display on Purchase Orders (POs) and Proposals/Estimates.
Positive Expense – A standard expense entry that adds cost to a project.
Presets – Saved settings that help streamline data entry for Time Entry Services, Rooms, Unit Types, and more.
Product Photos – Images of an item that remain visible while editing or adding an item.
Project (DesignerLink 2.0) – A key organizational unit in DesignerLink 2.0 that helps manage tasks, clients, and various types of work, such as client projects, showrooms, or inventory projects.
Proposal/Estimate – A document outlining product costs, quantities, and payment expectations for a project.
Purchase Order (PO) – A document issued by a buyer to a vendor detailing the products or services to be purchased, including quantities and agreed-upon prices.
Quote Conversion – The process of transforming a quote from DesignerLink into an invoice in QuickBooks Online.
Reimbursables – Expenses that can be reimbursed by a client or company, including travel, meals, and marketing costs.
Retainer – A fee paid in advance to secure design services, which can be applied to invoices, proposal balances, or other project-related costs.
Retainer Invoice – A customized invoice created for collecting retainer payments, which can be renamed upon request.
Ship to Address – The designated address where an item will be delivered.
Sidemark - a brief label shipment that identifies the project the item belongs to, aiding in organization and delivery. We can also add/edit fields to your default sidemarks to save time!
Spec Sheet – A generated document containing detailed specifications of an item.
Tax Jurisdiction – A region with specific tax regulations that may impact project tax settings in DesignerLink 2.0.
Taxable Expense – An expense that is subject to tax, requiring proper categorization in the system.
Taxable Setting Hierarchy – The order in which tax settings apply in DesignerLink 2.0, prioritizing Account settings, followed by Project settings, then Description/Service Presets.
Template Item View – A tab containing items saved as templates for repeated use in projects.
Time + Expense Invoice – A document combining time-tracked work and expenses for client billing.
Time Entries – Logged work hours associated with a project, which can be billed to a client.
Vendors (QuickBooks Online) – The section within QuickBooks Online where businesses manage suppliers, purchase orders, and payments.
Vendor Record – Information related to a supplier or manufacturer, including contact and shipping details.
Let me know if you'd like further adjustments or more terms added!