The latest version (18.1.11) introduces
Form Defaults section and
Custom Theme checkbox. Let me go through
Form Defaults first.
When you create new transaction, Manager will present you with empty form which you can start filling up. Certain fields used to have
set default link which would allow you to set default starting value.
For example, you were able to set default due date.
Or whether amounts are tax inclusive.
This was fine but clicking clicking on
set default link would take you to another screen and you’d lose progress what you’ve entered so far. It’s not that you’d click
set default often but it wasn’t exactly easy to understand what is going on. Not to mention,
set default was available only on a few selected fields. A lot of fields didn’t have this option.
The latest version no longer has
set default links on forms. To set default starting values, you need to go to
This will allow you to set default starting values for all fields. Not just selected few. This concept should put to the end whole category of feature requests related to defaults.
The previous version required you to manually set custom theme using
Switch Theme button after creating the transaction.
It turns out users didn’t like this as it required additional step.
In the latest version, to set custom theme, you will need to check
Custom Theme button on transaction form, then select your custom theme.
To avoid selecting custom theme on each new transaction manually, take advantage of
Form Defaults as described above.
Form Defaults will allow you to set starting theme for new transactions so when new transactions are created,
Custom theme checkbox will be automatically checked with your desired theme.