# Guides

**URL:** <https://forum.manager.io/t/guides/7040>\
**Category:** Uncategorized\
**Created:** [September 11, 2016, 11:40pm UTC](https://forum.manager.io/t/guides/7040 "2016-09-11T23:40:31Z")\
**Posts on this page:** 1\
**Showing post:** 1

<div class="post-metadata">

**Author:** ![system](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/system/32/2313_2.png) [@system](https://forum.manager.io/u/system)\
**Post date:** [September 11, 2016, 11:40pm UTC](https://forum.manager.io/t/guides/7040/1 "2016-09-11T23:40:31Z")

</div>

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**](https://forum.manager.io/t/create-new-business/6240) | [**@lubos**](https://forum.manager.io/users/lubos) |
| [**Getting help on the forum**](https://forum.manager.io/t/getting-help-on-the-forum/7857) | [**@Tut**](https://forum.manager.io/users/Tut) |
| [Changing language](https://forum.manager.io/t/changing-language/5516) | [@lubos](https://forum.manager.io/users/lubos) |
| [Changing reporting period](https://forum.manager.io/t/changing-reporting-period/5490) | [@lubos](https://forum.manager.io/users/lubos) |
| [Choosing accrual or cash basis accounting](https://forum.manager.io/t/choosing-accrual-or-cash-basis-accounting/7129) | [@Tut](https://forum.manager.io/users/Tut) |
| [Closing an accounting period in Manager](https://forum.manager.io/t/closing-an-accounting-period-in-manager/7470) | [@Tut](https://forum.manager.io/users/Tut) |
| [Customizing Manager's capabilities](https://forum.manager.io/t/customizing-managers-capabilities/7397) | [@Tut](https://forum.manager.io/users/Tut) |
| [Experiment with a test business](https://forum.manager.io/t/experiment-with-a-test-business/7067) | [@Tut](https://forum.manager.io/users/Tut) |
| [Make a backup of existing business](https://forum.manager.io/t/make-a-backup-of-existing-business/6258) | [@lubos](https://forum.manager.io/users/lubos) |
| [Reports](https://forum.manager.io/t/reports/7468) | [@Tut](https://forum.manager.io/users/Tut) |
| [Restore from backup](https://forum.manager.io/t/restore-from-backup/6263) | [@lubos](https://forum.manager.io/users/lubos) |
| [Setting date and number formats](https://forum.manager.io/t/setting-date-and-number-formats/7043) | [@Tut](https://forum.manager.io/users/Tut) |
| [Setting lock date](https://forum.manager.io/t/setting-lock-date/5510) | [@lubos](https://forum.manager.io/users/lubos) |
| [Using the Copy to... function](https://forum.manager.io/t/using-the-copy-to-function/7262) | [@Tut](https://forum.manager.io/users/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**](https://forum.manager.io/t/set-up-cash-account/6265) | [**@lubos**](https://forum.manager.io/users/lubos) |
| [Cash purchases (purchasing without purchase invoices)](https://forum.manager.io/t/cash-purchases-purchasing-without-purchase-invoices/7325) | [@Tut](https://forum.manager.io/users/Tut) |
| [Cash sales (selling without sales invoices)](https://forum.manager.io/t/cash-sales-selling-without-sales-invoices/7321) | [@Tut](https://forum.manager.io/users/Tut) |
| [Categorizing bank transactions using bank rules](https://forum.manager.io/t/categorizing-bank-transactions-using-bank-rules/5485) | [@lubos](https://forum.manager.io/users/lubos) |
| [Find & recode feature](https://forum.manager.io/t/find-recode-feature/8679) | [@Tut](https://forum.manager.io/users/Tut) |
| [Handling cleared and pending transactions in cash accounts](https://forum.manager.io/t/handling-cleared-and-pending-transactions-in-cash-accounts/7307) | [@Tut](https://forum.manager.io/users/Tut) |
| [Importing bank statements](https://forum.manager.io/t/importing-bank-statements/5484) | [@lubos](https://forum.manager.io/users/lubos) |
| [Non-inventory Items](https://forum.manager.io/t/non-inventory-items/7344) | [@Tut](https://forum.manager.io/users/Tut) |
| [Processing refund for customer](https://forum.manager.io/t/processing-refund-for-customer/5495) | [@lubos](https://forum.manager.io/users/lubos) |
| [Receiving money](https://forum.manager.io/t/receiving-money/7820) | [@Tut](https://forum.manager.io/users/Tut) |
| [Reconciling bank accounts](https://forum.manager.io/t/reconciling-bank-accounts/5486) | [@lubos](https://forum.manager.io/users/lubos) |
| [Setting up credit cards](https://forum.manager.io/t/setting-up-credit-cards/7035) | [@Tut](https://forum.manager.io/users/Tut) |
| [Spending money](https://forum.manager.io/t/spending-money/7821) | [@Tut](https://forum.manager.io/users/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**](https://forum.manager.io/t/how-to-use-expense-claims/6898) | [**@Tut**](https://forum.manager.io/users/Tut) |

### Customers

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

| Guide | Author |
| --- | --- |
| [**Creating and using customers**](https://forum.manager.io/t/creating-and-using-customers/7018) | [**@Tut**](https://forum.manager.io/users/Tut) |
| [Cash sales (selling without sales invoices)](https://forum.manager.io/t/cash-sales-selling-without-sales-invoices/7321) | [@Tut](https://forum.manager.io/users/Tut) |
| [Creating recurring invoices for customers](https://forum.manager.io/t/creating-recurring-invoices-for-customers/5512) | [@lubos](https://forum.manager.io/users/lubos) |
| [Creating sales invoices](https://forum.manager.io/t/creating-sales-invoices/7178) | [@Tut](https://forum.manager.io/users/Tut) |
| [Creating sales orders](https://forum.manager.io/t/creating-sales-orders/7236) | [@Tut](https://forum.manager.io/users/Tut) |
| [Creating sales quotes](https://forum.manager.io/t/creating-sales-quotes/7238) | [@Tut](https://forum.manager.io/users/Tut) |
| [Credit notes for customer returns and refunds](https://forum.manager.io/t/credit-notes-for-customer-returns-and-refunds/7425) | [@Tut](https://forum.manager.io/users/Tut) |
| [Customer deposits and advances](https://forum.manager.io/t/customer-deposits-and-advances/7093) | [@Tut](https://forum.manager.io/users/Tut) |
| [Customer statements](https://forum.manager.io/t/customer-statements/7022) | [@Tut](https://forum.manager.io/users/Tut) |
| [Handling situation where customer is also supplier](https://forum.manager.io/t/handling-situation-where-customer-is-also-supplier/5496) | [@lubos](https://forum.manager.io/users/lubos) |
| [Invoicing billable time](https://forum.manager.io/t/invoicing-billable-time/5502) | [@lubos](https://forum.manager.io/users/lubos) |
| [Non-inventory Items](https://forum.manager.io/t/non-inventory-items/7344) | [@Tut](https://forum.manager.io/users/Tut) |
| [Processing refund for customer](https://forum.manager.io/t/processing-refund-for-customer/5495) | [@lubos](https://forum.manager.io/users/lubos) |
| [Receiving money](https://forum.manager.io/t/receiving-money/7820) | [@Tut](https://forum.manager.io/users/Tut) |
| [Recording billable time (with custom fields)](https://forum.manager.io/t/recording-billable-time-with-custom-fields/6935) | [@Tut](https://forum.manager.io/users/Tut) |
| [Refreshing unit price on existing invoices](https://forum.manager.io/t/refreshing-unit-price-on-existing-invoices/7054) | [@lubos](https://forum.manager.io/users/lubos) |
| [Setting up Accounts Receivable and Accounts Payable](https://forum.manager.io/t/setting-up-accounts-receivable-and-accounts-payable/7226) | [@Tut](https://forum.manager.io/users/Tut) |
| [Setting up starting balances for customers](https://forum.manager.io/t/setting-up-starting-balances-for-customers/5494) | [@lubos](https://forum.manager.io/users/lubos) |
| [Tracking billable expenses](https://forum.manager.io/t/tracking-billable-expenses/5503) | [@lubos](https://forum.manager.io/users/lubos) |
| [Using the Copy to... function](https://forum.manager.io/t/using-the-copy-to-function/7262) | [@Tut](https://forum.manager.io/users/Tut) |

### Suppliers

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

| Guide | Author |
| --- | --- |
| [**Creating and using suppliers**](https://forum.manager.io/t/creating-and-using-suppliers/7020) | [**@Tut**](https://forum.manager.io/users/Tut) |
| [Cash purchases (purchasing without purchase invoices)](https://forum.manager.io/t/cash-purchases-purchasing-without-purchase-invoices/7325) | [@Tut](https://forum.manager.io/users/Tut) |
| [Creating purchase invoices](https://forum.manager.io/t/creating-purchase-invoices/7189) | [@Tut](https://forum.manager.io/users/Tut) |
| [Creating purchase orders](https://forum.manager.io/t/creating-purchase-orders/7210) | [@Tut](https://forum.manager.io/users/Tut) |
| [Debit notes for supplier returns and refunds](https://forum.manager.io/t/debit-notes-for-supplier-returns-and-refunds/7426) | [@Tut](https://forum.manager.io/users/Tut) |
| [Handling discrepancy when recording purchase invoices](https://forum.manager.io/t/handling-discrepancy-when-recording-purchase-invoices/5700) | [@lubos](https://forum.manager.io/users/lubos) |
| [Handling situation where customer is also supplier](https://forum.manager.io/t/handling-situation-where-customer-is-also-supplier/5496) | [@lubos](https://forum.manager.io/users/lubos) |
| [Non-inventory Items](https://forum.manager.io/t/non-inventory-items/7344) | [@Tut](https://forum.manager.io/users/Tut) |
| [Setting up Accounts Receivable and Accounts Payable](https://forum.manager.io/t/setting-up-accounts-receivable-and-accounts-payable/7226) | [@Tut](https://forum.manager.io/users/Tut) |
| [Setting up starting balances for suppliers](https://forum.manager.io/t/setting-up-starting-balances-for-suppliers/7227) | [@Tut](https://forum.manager.io/users/Tut) |
| [Spending money](https://forum.manager.io/t/spending-money/7821) | [@Tut](https://forum.manager.io/users/Tut) |
| [Supplier deposits and advances](https://forum.manager.io/t/supplier-deposits-and-advances/7095) | [@Tut](https://forum.manager.io/users/Tut) |
| [Supplier statements](https://forum.manager.io/t/supplier-statements/7023) | [@Tut](https://forum.manager.io/users/Tut) |
| [Using the Copy to... function](https://forum.manager.io/t/using-the-copy-to-function/7262) | [@Tut](https://forum.manager.io/users/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**](https://forum.manager.io/t/inventory-items/7551) | [**@Tut**](https://forum.manager.io/users/Tut) |
| [Allocating freight-in to the cost of inventory items when purchasing](https://forum.manager.io/t/allocating-freight-in-to-the-cost-of-inventory-items-when-purchasing/5498) | [@lubos](https://forum.manager.io/users/lubos) |
| [Consuming inventory items within business](https://forum.manager.io/t/consuming-inventory-items-within-business/5500) | [@lubos](https://forum.manager.io/users/lubos) |
| [Setting up starting balances for inventory items](https://forum.manager.io/t/setting-up-starting-balances-for-inventory-items/5497) | [@lubos](https://forum.manager.io/users/lubos) |
| [Using batch operations on inventory items](https://forum.manager.io/t/using-batch-operations-on-inventory-items/5499) | [@lubos](https://forum.manager.io/users/lubos) |
| [Using production orders to manufacture inventory items](https://forum.manager.io/t/using-production-orders-to-manufacture-inventory-items/7767) | [@Tut](https://forum.manager.io/users/Tut) |

### Employees

Employees must be created before creating payslips to manage payroll.

| Guide | Author |
| --- | --- |
| [Setting up payroll](https://forum.manager.io/t/setting-up-payroll/5511) | [@lubos](https://forum.manager.io/users/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**](https://forum.manager.io/t/purchasing-fixed-asset/5504) | [**@lubos**](https://forum.manager.io/users/lubos) |
| [Depreciating fixed asset](https://forum.manager.io/t/depreciating-fixed-asset/5505) | [@lubos](https://forum.manager.io/users/lubos) |
| [Disposing fixed asset](https://forum.manager.io/t/disposing-fixed-asset/5506) | [@lubos](https://forum.manager.io/users/lubos) |
| [Expensing fixed assets](https://forum.manager.io/t/expensing-fixed-assets/7277) | [@Tut](https://forum.manager.io/users/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](https://forum.manager.io/t/tracking-balances-in-capital-accounts/5507) | [@lubos](https://forum.manager.io/users/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**](https://forum.manager.io/t/setting-up-tax-codes/5513) | [**@lubos**](https://forum.manager.io/users/lubos) |
| [Adjusting tax amount in transaction](https://forum.manager.io/t/adjusting-tax-amount-in-transaction/5649) | [@lubos](https://forum.manager.io/users/lubos) |
| [Creating sales invoice with tax-inclusive amounts](https://forum.manager.io/t/creating-sales-invoice-with-tax-inclusive-amounts/5491) | [@lubos](https://forum.manager.io/users/lubos) |
| [Working with multi-component custom tax codes](https://forum.manager.io/t/working-with-multi-component-custom-tax-codes/7171) | [@Tut](https://forum.manager.io/users/Tut) |

### Tracking Codes

Tracking codes are for measuring profitability by division

| Guide | Author |
| --- | --- |
| [Tracking financial performance by division](https://forum.manager.io/t/tracking-financial-performance-by-division/5514) | [@lubos](https://forum.manager.io/users/lubos) |

### Chart of Accounts

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

| Guide | Author |
| --- | --- |
| [**Set up chart of accounts**](https://forum.manager.io/t/set-up-chart-of-accounts/6246) | [**@lubos**](https://forum.manager.io/users/lubos) |
| [Account codes](https://forum.manager.io/t/account-codes/7128) | [@Tut](https://forum.manager.io/users/Tut) |
| [Find & recode feature](https://forum.manager.io/t/find-recode-feature/8679) | [@Tut](https://forum.manager.io/users/Tut) |
| [Setting up Accounts Receivable and Accounts Payable](https://forum.manager.io/t/setting-up-accounts-receivable-and-accounts-payable/7226) | [@Tut](https://forum.manager.io/users/Tut) |
| [Setting up credit cards](https://forum.manager.io/t/setting-up-credit-cards/7035) | [@Tut](https://forum.manager.io/users/Tut) |
| [Simple equity accounting for sole traders/proprietors](https://forum.manager.io/t/simple-equity-accounting-for-sole-traders-proprietors/6971) | [@Tut](https://forum.manager.io/users/Tut) |
| [Troubleshooting the Suspense account](https://forum.manager.io/t/troubleshooting-the-suspense-account/7106) | [@Tut](https://forum.manager.io/users/Tut) |
| [Working with multi-component custom tax codes](https://forum.manager.io/t/working-with-multi-component-custom-tax-codes/7171) | [@Tut](https://forum.manager.io/users/Tut) |

### Multi-currency

If you require multi-currency accounting.

| Guide | Author |
| --- | --- |
| [Enabling multi-currency](https://forum.manager.io/t/enabling-multi-currency/5508) | [@lubos](https://forum.manager.io/users/lubos) |

### Custom Fields

When you want to capture extra information.

| Guide | Author |
| --- | --- |
| [Creating custom fields](https://forum.manager.io/t/creating-custom-fields/5509) | [@lubos](https://forum.manager.io/users/lubos) |
| [Recording billable time (with custom fields)](https://forum.manager.io/t/recording-billable-time-with-custom-fields/6935) | [@Tut](https://forum.manager.io/users/Tut) |

### Themes

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

| Guide | Author |
| --- | --- |
| [Changing a form title](https://forum.manager.io/t/changing-a-form-title/7877) | [@Tut](https://forum.manager.io/users/Tut) |
| [Removing customer and supplier codes](https://forum.manager.io/t/removing-customer-and-supplier-codes/7716) | [@lubos](https://forum.manager.io/users/lubos) |

### Country-specific

Guides related to specific countries.

| Guide | Author |
| --- | --- |
| [Australia: Handling GST when importing goods](https://forum.manager.io/t/australia-handling-gst-when-importing-goods/5650) | [@lubos](https://forum.manager.io/users/lubos) |

# Editions

* * *

### Desktop edition

Guides related to setting up and using desktop edition.

| Guide | Author |
| --- | --- |
| [**Installing or updating desktop edition on macOS**](https://forum.manager.io/t/installing-or-updating-desktop-edition-on-macos/7116) | [**@Tut**](https://forum.manager.io/users/Tut) |
| [Managing contents of the Application Data folder](https://forum.manager.io/t/managing-contents-of-the-application-data-folder/8394) | [@Tut](https://forum.manager.io/users/Tut) |

### Cloud edition

Guides related to setting up and using cloud edition.

| Guide | Author |
| --- | --- |
| [Cancelling subscription](https://forum.manager.io/t/cancelling-subscription/7159) | [@lubos](https://forum.manager.io/users/lubos) |
| [Creating users](https://forum.manager.io/t/creating-users/4899) | [@lubos](https://forum.manager.io/users/lubos) |

### Server edition

Guides related to setting up and using server edition.

| Guide | Author |
| --- | --- |
| [**Installing server edition on macOS**](https://forum.manager.io/t/installing-server-edition-on-macos/5708) | [**@lubos**](https://forum.manager.io/users/lubos) |
| [**Installing server edition on Ubuntu 14.04 or newer**](https://forum.manager.io/t/installing-server-edition-on-ubuntu-14-04-or-newer/5709) | [**@lubos**](https://forum.manager.io/users/lubos) |
| [**Installing server edition on Windows**](https://forum.manager.io/t/installing-server-edition-on-windows/5706) | [**@lubos**](https://forum.manager.io/users/lubos) |
| [Creating users](https://forum.manager.io/t/creating-users/4899) | [@lubos](https://forum.manager.io/users/lubos) |
| 

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/3/30e60c001e3e67fce954346ab7ef1f497be72c5f.png)

[Installing server edition on $2.50 per month server from Vultr.com](https://forum.manager.io/t/installing-server-edition-on-2-50-per-month-server-from-vultr-com/8818)

 | [@lubos](https://forum.manager.io/users/lubos) |
| [Managing contents of the Application Data folder](https://forum.manager.io/t/managing-contents-of-the-application-data-folder/8394) | [@Tut](https://forum.manager.io/users/Tut) |

---

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