Batch Create Inventory Opening Balances

1

Hi Folks.

I’m doing some testing to see if Manager is going to be a good fit for my business. Looking at creating opening balances for inventory (quantities and values), it appears to require journal entries to do so. However, I have several thousand items and I was trying to test the batch entries feature to see if it was possible to do it in bulk rather than entering individual journal entries manually. However, when I attempt to create a batch, it creates a separate journal entry for each line, including the debit to retained earnings, resulting in unbalanced entries.
What am I missing? Thanks.

2

You don’t use journal entries. Use starting inventory feature.

I suggest you read the guide thoroughly to get a better understanding of how Manager.io functions.

Also, batch create and batch update uses additional columns for lines, not rows.

3

First, thank you.

I’m seeing that the documentation appears to be either scattered or different references with a lot of dead links. This makes things very confusing since I spend quite a bit of time looking for things before I post. The last thing I want to do is ask a question that has an answer already.

The guides I am reviewing were at https://www.manager.io/guides/ - This is where the home page (in english) points to (manager.io).

The guides link you sent me is at https://www2.manager.io/guides/

So, why would they be different? This stuff looks like they have multiple servers but one is updated more than the other.

4

The old guides are at www2 and are designed to be human readable. It is best to download the pdf copy as that includes all images.

The new guides are at www. and while more current a optimised to be read by AI.

1 Like
5

Why 2 different versions? The newer version also seems a lot more sparse. This seems really silly. Especially so since I was referred to instructions as a best practice that does not exist where a new user would find it