I track quite a few things through the Manager database including a company, Australian accounts (cash savings, property investments, super accounts, SMSF) as well as UK accounts (shares, cash, pensions etc).
At the moment the only way to sort/group them in the Businesses tab is by adding a sort code such as AUD-01: Cash, AUD-02: SMSF, AUD-03: Property, GBP-01: Shares, GBP-02: Pensions, GBP-03: Cash
the above is simplified but the actual business names are the accounts prefixed by AUD or GBP to group them.
The problem is that prefixing them in order to sort or group in the Business tab is that it impacts the business information displayed on payments, receipts, invoices etc.
Can something be introduced where you can move business up & down as we can for accounts in the Chart of Accounts? Or alternatively introduce an option for the display name to be different to the actual business name?
It seems like you are using Manager in a very peculiar manner.
At first, I thought maybe you don’t know how to use the software and could use a nudge in the right direction, but then I saw this:
This means that you actually know how to setup a working business with its full set of accounts and despite that, you chose to do the setup you just did.
@Ealfardan
Not sure how @warren.obrien is using this but I have set up several “businesses” to track various budgets for a person.
They require their legal name on the Invoices/Payments etc, but they need the budgets as separate businesses.
e.g. Phil Bloggs has a budget allocated by Govt Dept ‘A’ of $100,000 that needs to be kept separate from his allocated budget of $50,000 from Govt Dept ‘B’ etc. Thus Dept ‘A’ and Dept ‘B’ are set up as seperate businesses.
They are mostly personal accounts though I started using Manager for my wife’s company and it grew from there. For the company it is used as you’d expect manager to do so but I also use the others to track info to give to my accountants at the end of the year. Eg property tracks the rent due vs rent paid plus all the associated expenses, Super tracks the investment options gains/losses plus that we receive the SGC, taxable income/expenses tracks the tax deductions we go throughout the year (this can be complex for us so I do it each month), pensions are the same as Super and cash accounts involve cash savings rather than a transaction account.
It’s mainly used to produce reporting for my accountant rather than scrambling around in June and sending a spreadsheet that only makes sense to me. This way I can produce reports that shows each line item that they also understand.
My question was raised because the reports I generated had the AUD-01, AUD-02 etc names rather than something more meaningful - I forgot when I set the business account up that I amended the name/address through the settings. Once that was mentioned by AJD above, it was a slap the head moment
PS: this software is great and easy to get used to (well for me anyway). It made sense once I used it for my wife’s business to then branch out and use it for personal reasons that requires financial reporting & reconciling.
