DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Business Name on Reports


#1

We have two options to set Business Name.

  1. Business Name in the list of business
  2. Business Name in Settings > Business Details

In all invoices, payslips etc. shows the name & address which we set in Settings > Business Details, which is perfect.

But, in all reports, it shows the name we use in business list, which is not suitable because we use short name or something else in business list.

I think, it should be changed to second option, @lubos.


#2

You are thinking about these names in a way opposite from the program’s design. The name under the Businesses tab should be the name you want to appear on financial statements. The purpose of the name under Business Details is so you can have a different trading name.

For example, your name under Businesses might be Smith & Jones Limited Partnership, while you might do business and initially have a trading name under Business Details as S & J Clothing. Later, without changing the formal business name, you might decide to change your trading name to SJ Fine Tailoring for Gentlemen.

See https://guides.manager.io/8893 for more information.


#3

This comment contradicts the advice in the Guide:
“You can enter the formal legal name, a trade name, or something short and convenient. This name should be something that allows you to identify the business among others in the Businesses tab.”

@Abu_Hasan current usage - “we use short name or something else in business list” - is inline with the Guides advice where there is absolutely no mention at all of its usage being directly related to Financial Statements.


#4

As all documents shows the name, address and other information set on Settings > Business Details (Trading Name) as it should be, the reports should also behave the same way.

May be the address and other information is not required on report, but the name of business on report should be as Business Details (Trading Name).


#5

My statement did not contradict the Guide, it provided additional information that is not currently in the Guide. The Guide gives three examples of things that could be used as the business name in Manager. It does not mention that the business name will appear on reports. It probably should.

The Guide also offers advice that whatever you choose should allow you to identify the business among others. This is because the same legal entity (such as a holding company) might have several businesses under different trading names. Using only the legal name would make it difficult to tell them apart.


#6

You can set things up this way by entering the same name in both places. Or leave the trading name blank in Business Details, and Manager will use the business name.


#9

#10

#11

Well it does
The Guide states "This name should be something that allows you to identify the business among others in the Businesses tab.” - ie an informal name or nickname.
Your comment states “the Businesses tab should be the name you want to appear on financial statements” - ie a formal name

Therefore, allowing users to create informal business names while requiring users to use formal business names for the financial reports from the same data input location is a contradiction, but you will probably have some self justification explanation.


#12

The Guide does not mention “an informal name or nickname.” You came up with that all by yourself.

Please do not distort what I wrote by adding your own words. Neither my earlier posts nor the Guide say the business name must be a formal name, only that it should be the name you want on reports.

Here is another instance of you making up words I did not write. Nowhere will you find any statement by me that a formal business name is required for financial reports. To the contrary, a formal business name was one of several options listed explicitly in the Guide. All I’ve ever said, and all the Guide says, is that you should use the name you want to appear on reports as the business name. One can take issue with that aspect of Manager’s design, as @Abu_Hasan does. But you can hardly suggest that is not the way the program works.


#13

Let’s assume a simpler perspective.
No holding company. Just business as most usage of Manager is not related to holding company, I think.

In practical, I have only one business and five setup on purpose.

In my scenario, reports should get name from Business Details.
And why not?
Invoice getting name from Business Details, why not reports?


#14

@Abu_Hasan, I completely understood your desire from the beginning. I have explained that isn’t the way the program was designed. More clarity is not needed. You just want the program to work differently from the way it does. But there are reasons it was designed that way.

In your example, all reports from all five companies would carry the same label. How would you tell them apart?


#15

Correct and nor did I state anywhere that it did, but the Guide does mention “or something short and convenient” where I merely added an illustration with “ie an informal name or nickname”.

Can you please provide factual proof of where I have distorted what you wrote by adding my own words within the quotes " ", where once again I merely added an illustration with “ie a formal name”

Correct and neither did I claim that the you or the Guide did state that anywhere, however you seemed to have again misinterpreted the inserted illustration points “ie” as somehow being a direct contribution by yourself or the Guide. They weren’t as they were never presented as a contributor’s comment - within enclosed quotes " ".

I never stated a “want” anywhere, I have only ever being highlighting how the one data entry point seems to have contradiction - Business tab naming v’s financial report naming - or the Guides description of use v’s your financial report comment of use.

Unbelievable. Once again can you please provide factual proof of where anywhere in that original statement it set out to represent you or your comments.

The original statement was merely an objective summing up of the contradictory positions with a suffix that you would probably have some self justification explanation for that.

Below is an edited version of that statement to provide you with better clarity:
“Therefore Manager (not you), allowing users to create informal business names while requiring users to use formal business names for the financial reports from the same data input location is a contradiction.”

You keep saying that, but that isn’t the way that the Guide has explained to the user how it works:
“You can enter the formal legal name, a trade name, or something short and convenient. This name should be something that allows you to identify the business among others in the Businesses tab.”

The user can only rely upon the Guide’s content and not any undisclosed content.

By utilising the reports 0000000%20Bug%201 field.


#16

If business name was provided under business details, then I agree Manager should use that on reports just like it is using it on all other documents.

The latest version (18.5.82) is making it that way.


[18.9.60] Improved custom reports (added visual query builder)
#17

Great news!
Thank You.