Business Identifier

[Nadakashef]

Hi! I’m new here and to the Manager Software and to accounting in general. As I’m starting off with downloading the software to an iMac I noticed that the ‘Business Identifier’ is missing in both the customer details and the business details. How can I add it as a field?

[sharpdrivetek]

read below.

Supplier Business Identifier plus inclusion on Tax Reports

In the latest version (21.11.66), I’ve removed generic Business Identifier field from customer form. Generic business identifier field is not the direction I want to take. Instead, country-specific custom fields should be created (ideally on localization server so it will be automatically available to all users). Then this custom field should be leveraged in country-specific reports.

you could set your country under Business Details and then you can use the custom field provided through localization if one was provided for your country. if not, create a custom field for Customers. https://www.manager.io/guides/8941

[Nadakashef]

Okay so just to get it clear. The Business Identifier is not an option anymore but instead I need to creat a custom field for both the customers details and my own business details that reflect the Business Identifier details I want shown?

[sharpdrivetek]

like I said, create a custom field manually only if it is not provided in your country localization. all future developments and changes in Manager will be based on the same.

[Nadakashef]

Got it! Can I get your contact details if I need to message you directly about my beginners questions?

[sharpdrivetek]

everything you need to get started are explained in the guides with illustrative examples. Guides | Manager
if you still find yourself stuck with something, search the forum to find answers because almost everything would have been discussed previously.
all support related to Manager accounting software are provided through the forum. I would recommend you to read the forum rules. FAQ - Manager Forum if you need to communicate privately with any member of the forum, use the Message feature that appears after you click on their username.

[Nadakashef]

The Message option isn’t showing for me. Now that I have added the custom field with the Business Identifier for the customer, it is showing at the end of the page in the Invoice. How can I arrange the order if I want it to come under the customer address?

[Omnipotent.inc]

@Nadakashef

How can I arrange the order if I want it to come under the customer address?

USE CUSTOM THEMES TO PLACE IT UNDER CUSTOMER ADDRESS

[sharpdrivetek]

@Nadakashef

The Message option isn’t showing for me.

must be new user restrictions. you will be able to message when you automatically level up.

@Nadakashef

How can I arrange the order if I want it to come under the customer address?

this is yet to be implemented and is considered as an idea.

Display custom fields below its source on Plain theme

@lubos I would like to request that the default plain theme displays the custom fields below its source on transaction forms. this would eliminate the need of a custom theme for the same. for example, the custom fields created for Customers are displayed along with the other custom fields on a Sales Invoice. previously, the Address field was utilized to add details of customers or suppliers which needed to be displayed on transaction forms. now, few of these details need their own dedicated …

alternatively, you could enter the business identifier in the Address field itself. you do not even need a separate custom field.

[Nadakashef]

Thank you and I appreciate your help and patience!