Feature Request after One Year of Using Manager.io Cloud Version

[Hazem]

First of all, I would like to express my sincere appreciation and gratitude for this amazing software. Manager.io has been an excellent solution,
and I truly thank the development team for their great work.

After using the cloud version for almost a year, I would like to share some suggestions that could make the system even more powerful and complete:

1- Backup with Attachments

• The backup feature works perfectly when transferring data from the cloud version to the desktop version. However, attachments are not included in the backup. I hope this important feature can be added in the future.

2- Custom Tabs

• It would be very useful to have the ability to create custom tabs that can store forms where all fields are customizable. For example, creating a “Tasks Manager” tab or any other custom workflow module.

3- Advanced Custom Reports

• Currently, custom reports and advanced queries cannot pull data from multiple modules simultaneously Including custom fields in reports (e.g., combining Purchase Invoices and Journal Entries in one report with custom fields).
  custom fields are not included in reports or advanced queries.
  I hope future updates will allow:

• Combining data from multiple modules

• Including custom fields in reports

4- Easier Integrations

• Integration with platforms like Shopify or Zapier exists but is not very user-friendly. It would be great to simplify the integration process to make it more accessible.

5- AI Chatbot for Data Analysis

• Adding an AI chatbot inside the system to analyze all entered data would be a powerful feature. It could allow users to interact with their data, generate insights, and perform analysis through a conversational interface, similar to tools like NotebookLM.

6- Point of Sale (POS) and Branch Management

It would be very helpful to add a Point of Sale (POS) system with multi-branch support. This would allow sales teams to:

• Access only their branch inventory
• Create sales invoices
• Operate without access to other system areas

7- Default Sales Invoice Settings

• It would be useful to have the ability to save default settings for sales invoices (such as selected checkboxes), so they are automatically applied to every new invoice.

8- Display Available Inventory in Sales Invoice
. When creating a sales invoice and selecting an item, it would be very helpful to display the available stock quantity for that item.

9- Automatic Customer and Supplier Code (ID)

• Add the ability to automatically generate and increment a unique code or ID when creating a new customer or supplier. This would help maintain consistency and save time during data entry.

10- Quick Add Customer or Supplier

• When creating a sales invoice or purchase invoice, it would be very helpful to have the option to quickly add a new customer or supplier directly without leaving the current screen. This would streamline the workflow and improve efficiency.

11- Required Custom Fields

• Add the ability to mark certain custom fields as mandatory (required fields). This would ensure that important information is always filled in before saving a transaction or record, helping improve data accuracy and consistency.

Thank you once again for your continuous efforts and for developing such a powerful and reliable system.
I truly appreciate your work and look forward to seeing these improvements in future updates.

[Ealfardan]

Hello @Hazem,

Your post is quite a hanfull and is not likely to get addressed in full to your satisfaction.

To help with getting useful and more focused responses, it will be helpfull to write your new posts with the forum guidelines in mind.

Namely, these points have been previously discussed in detail in other posts.

Some of these topics have already made it into ideas category and it would be more helpfull to add to the existing posts:

Name of tabs - editable

The solution is in Languages. Introduce something like the way one can change from English to say Arabic. Everything else works the same but the tab can be renamed to anything depending on context. Accounting language changes with context eg the invoice can be called a fee note, Hospital Bill, etc. It may be prudent to establish a volunteer program for accountants to submit “accounting languages” for the most common businesses eg schools, hospitals, FMCG business, online stores, hospitality indu…

Option to make some fields mandatory for data integrity

Possible to mark a custom field or a default field as a required/mandatory field when entering data? Fields marked as required could have the red asterisk sign by it to show it a mandatory field. A user wouldn’t be able to create or update a transaction or document in the edit mode until every mandatory field is filled. This will be a great tool for: • Ensuring the selection of Warehouse/location • Ensuring the selection of tax codes in circumstances where tax codes haven’t been assigned to i…

Inventory zero warning

like ago to limit the sale when I do not have stock…

Backup files not including attachments

When importing a backup file, I can’t access any attachment as if it wasn’t saved in the backup file. any solutions ?

Other topics, like these, have already been dismissed:

@Hazem

6- Point of Sale (POS) and Branch Management

It would be very helpful to add a Point of Sale (POS) system with multi-branch support. This would allow sales teams to:

• Access only their branch inventory
• Create sales invoices
• Operate without access to other system areas

@Hazem

9- Automatic Customer and Supplier Code (ID)

• Add the ability to automatically generate and increment a unique code or ID when creating a new customer or supplier. This would help maintain consistency and save time during data entry.

10- Quick Add Customer or Supplier

• When creating a sales invoice or purchase invoice, it would be very helpful to have the option to quickly add a new customer or supplier directly without leaving the current screen. This would streamline the workflow and improve efficiency.

As far as these three, related but distinct requests, it’s already possible to get your custom reports and AI analytics by integrating with some data agents like Zapier or n8n

@Hazem

3- Advanced Custom Reports

• Currently, custom reports and advanced queries cannot pull data from multiple modules simultaneously Including custom fields in reports (e.g., combining Purchase Invoices and Journal Entries in one report with custom fields).
  custom fields are not included in reports or advanced queries.
  I hope future updates will allow:
• Combining data from multiple modules
• Including custom fields in reports

4- Easier Integrations

• Integration with platforms like Shopify or Zapier exists but is not very user-friendly. It would be great to simplify the integration process to make it more accessible.

5- AI Chatbot for Data Analysis

• Adding an AI chatbot inside the system to analyze all entered data would be a powerful feature. It could allow users to interact with their data, generate insights, and perform analysis through a conversational interface, similar to tools like NotebookLM.

Although I agree, that we need more robust and versatile built in reporting features like Advanced Queries than we already have.

Finally, you can set the defaults for any tab form, including Sales Invoices by setting the Form defaults for that tab. Check this guide for more detail:

Manager.io

[Hazem]

Hello @Ealfardan
Thank you very much for your kind support.
Thank you for the reply full of information.

I didn’t know about form defaults.