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.
Learning Manager
Cash Accounts
If your business maintains cash on hand, cash at bank or any line of credit such as credit cards.
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.
Suppliers
If you want to track credit purchases, create suppliers from whom you purchase on credit.
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.
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.
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.
