DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Guides


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New to Manager? Well you’ve come to the right place. This topic has tons of links to great guides that you might want to start exploring. Be sure to keep coming back as we are constantly adding new guides and refining existing ones.

Getting Started

Introductory guides to get you started.

Guide Author
Create new business @lubos
Getting help on the forum @Tut
Changing language @lubos
Changing reporting period @lubos
Choosing accrual or cash basis accounting @Tut
Closing an accounting period in Manager @Tut
Customizing Manager's capabilities @Tut
Experiment with a test business @Tut
Make a backup of existing business @lubos
Reports @Tut
Restore from backup @lubos
Setting date and number formats @Tut
Setting lock date @lubos
Using the Copy to... function @Tut

Learning Manager


Cash Accounts

If your business maintains cash on hand, cash at bank or any line of credit such as credit cards.

Guide Author
Set up cash account @lubos
Cash purchases (purchasing without purchase invoices) @Tut
Cash sales (selling without sales invoices) @Tut
Categorizing bank transactions using bank rules @lubos
Find & recode feature @Tut
Handling cleared and pending transactions in cash accounts @Tut
Importing bank statements @lubos
Non-inventory Items @Tut
Processing refund for customer @lubos
Receiving money @Tut
Reconciling bank accounts @lubos
Setting up credit cards @Tut
Spending money @Tut

Expense Claims

Expense claims are expenses paid by employees or a business owner out of pocket or from personal accounts on behalf of the business.

Guide Author
How to use expense claims @Tut

Customers

If your business makes credit sales, you will typically issue invoices to your customers.

Guide Author
Creating and using customers @Tut
Cash sales (selling without sales invoices) @Tut
Creating recurring invoices for customers @lubos
Creating sales invoices @Tut
Creating sales orders @Tut
Creating sales quotes @Tut
Credit notes for customer returns and refunds @Tut
Customer deposits and advances @Tut
Customer statements @Tut
Handling situation where customer is also supplier @lubos
Invoicing billable time @lubos
Non-inventory Items @Tut
Processing refund for customer @lubos
Receiving money @Tut
Recording billable time (with custom fields) @Tut
Refreshing unit price on existing invoices @lubos
Setting up Accounts Receivable and Accounts Payable @Tut
Setting up starting balances for customers @lubos
Tracking billable expenses @lubos
Using the Copy to... function @Tut

Suppliers

If you want to track credit purchases, create suppliers from whom you purchase on credit.

Guide Author
Creating and using suppliers @Tut
Cash purchases (purchasing without purchase invoices) @Tut
Creating purchase invoices @Tut
Creating purchase orders @Tut
Debit notes for supplier returns and refunds @Tut
Handling discrepancy when recording purchase invoices @lubos
Handling situation where customer is also supplier @lubos
Non-inventory Items @Tut
Setting up Accounts Receivable and Accounts Payable @Tut
Setting up starting balances for suppliers @Tut
Spending money @Tut
Supplier deposits and advances @Tut
Supplier statements @Tut
Using the Copy to... function @Tut

Inventory Items

Inventory items are used by businesses that sell physical goods and need to track inventory on hand. If you sell physical goods, you can create them as inventory items to track quantities purchased, quantities sold, profit margins and the book value of inventory on hand.

Guide Author
Inventory items @Tut
Allocating freight-in to the cost of inventory items when purchasing @lubos
Consuming inventory items within business @lubos
Setting up starting balances for inventory items @lubos
Using batch operations on inventory items @lubos
Using production orders to manufacture inventory items @Tut

Employees

Employees must be created before creating payslips to manage payroll.

Guide Author
Setting up payroll @lubos

Fixed Assets

Buildings, machinery, equipment, furniture, fixtures, computers, cars, and trucks are examples of assets that will last more than one year, but will not last indefinitely. Fixed Assets module is used as an asset register to record the purchase, depreciation and disposal of these long-term assets.

Guide Author
Purchasing fixed asset @lubos
Depreciating fixed asset @lubos
Disposing fixed asset @lubos
Expensing fixed assets @Tut

Capital Accounts

Capital accounts is used to record and report funds contributed, personal drawings and profit share of sole proprietors, partners, shareholders, beneficiaries and fund members. Reports can be adapted to the legal structure of any entity.

Guide Author
Tracking balances in capital accounts @lubos

Tax Codes

If you are charging and collecting VAT, GST or sales tax, you should set up tax codes.

Guide Author
Setting up tax codes @lubos
Adjusting tax amount in transaction @lubos
Creating sales invoice with tax-inclusive amounts @lubos
Working with multi-component custom tax codes @Tut

Tracking Codes

Tracking codes are for measuring profitability by division

Guide Author
Tracking financial performance by division @lubos

Chart of Accounts

Set up list of general ledger accounts, learn how to use control accounts.

Guide Author
Set up chart of accounts @lubos
Account codes @Tut
Find & recode feature @Tut
Setting up Accounts Receivable and Accounts Payable @Tut
Setting up credit cards @Tut
Simple equity accounting for sole traders/proprietors @Tut
Troubleshooting the Suspense account @Tut
Working with multi-component custom tax codes @Tut

Multi-currency

If you require multi-currency accounting.

Guide Author
Enabling multi-currency @lubos

Custom Fields

When you want to capture extra information.

Guide Author
Creating custom fields @lubos
Recording billable time (with custom fields) @Tut

Themes

When you want to customize how your printed documents for customers, suppliers and employees look.

Guide Author
Changing a form title @Tut
Removing customer and supplier codes @lubos

Country-specific

Guides related to specific countries.

Guide Author
Australia: Handling GST when importing goods @lubos

Editions


Desktop edition

Guides related to setting up and using desktop edition.

Guide Author
Installing or updating desktop edition on macOS @Tut
Managing contents of the Application Data folder @Tut

Cloud edition

Guides related to setting up and using cloud edition.

Guide Author
Cancelling subscription @lubos
Creating users @lubos

Server edition

Guides related to setting up and using server edition.

Guide Author
Installing server edition on macOS @lubos
Installing server edition on Ubuntu 14.04 or newer @lubos
Installing server edition on Windows @lubos
Creating users @lubos
Installing server edition on $2.50 per month server from Vultr.com @lubos
Managing contents of the Application Data folder @Tut

Budget
Where and how to enter assets?
New Groups in Chart of Accounts
Fixed Assets & Depreciation
Multi stores
Enter Payment for Purchase Invoice
Payroll - Transactions
Purchase invoice items and inventory
Include balance for each account on "Gen.Ledger Trans." listing
How to update Server edition to newer one?
'Failed to open page' for Guide & Forum
Purchase orders
Sever Edition - User Sessions
Journal Entry doesn't show Cash at Bank account
Opening and closing stock
Selecting Cash under Spend Money
Cheque Register
Payroll Tax and Payroll Liabilities
Balances brought forward
Partly paid invoice in cash
Cash account in journal
GUIDES and FORUM missing from menu bar within Manager
Basic process for handling investments
Edition of different documents
How to ADD Inventory Items into Account Receivable Journal Entry Transaction?
Chart of Accounts Issue
Deducting sales quantities from inventory
Daily driffent amounts in inventory
Cash book
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