DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

New user's suggestions


#1

What a great piece of software! Thanks for all your effort.

I think the user should see a wizard of some sort that asks them a few questions about their company and applies settings and adds plugins based on their responses. I would think most users would know their company name, address, sales tax rate, etc. It could add the required plugins, setup the invoice text, add a logo, etc.

I searched all through the Settings page a few times before I tried looking in the Plugins page. Maybe the Plugins page should be within the Settings pages.

The ability to at least import customers is a must. No one wants to re-enter their customers basic info.

The “Split” item in the invoice editing is confusing, a simple “Add Line Item” button would make more sense.

“Suspense” in the Account field makes no sense.

A default Account for a line item would be nice.

In the Local Storage section I now see two companies that both lead to the same data when I click on either one. One is marked with a “P” but I can’t see what that means.


#2

I’m not a big fan of wizards, I prefer if people get familiar with the program by exploring. Wizards are once-off and not really helping users to learn and explore the program.

That doesn’t mean I’m happy with the initial experience new users have with Manager, I’m not. There is a lot of polish missing and I’m looking forward on working this more.

Also…

  • Ability to import invoices, suppliers, invoice items, general ledger accounts etc. is coming soon
  • “Split” button will be renamed in sales invoice context.
  • “Suspense” is basically placeholder for general ledger account. It is there because if account is not selected, the amount will go to “Suspense” account on financial statements. If you drill-down from financial statements to see what transactions have been posting into “Suspense”, it’s easy to spot all fields with “Suspense”.
  • You can setup “Sales Invoice Items” under “Settings”, there is an option to set default account.
  • I don’t think there would be two entries for the same file. I think you have two files with different names in Local Storage

#3

I’m glad, I’d hate to see someone dismiss the program because they just can’t find where something is configured.

Import invoices & items and GL is important but many people have dozens or hundreds of customers with full address info, I would think importing this would be much simpler than the others. Biggest benefit for user with least work for you.

I don’t see a default sales item under settings. I just see Chart of Accounts, Invoice Settings, Logo and Tax Codes.

I think my file problem may have been caused by entering the initial company name “Patterson Promotional Items, Inc”, there maybe was a problem with having a comma in the name?


#4

You need to enable “Invoice Items” plugin to see “Invoice items” under “Settings” tab.

Regarding “comma” symbol in company files, there was a bug and it has been fixed today.


#5

Good evening, I downloaded Manager this morning and have been having a play with it. So far I find it fantastic, I keep finding myself wondering what the catch is, to be so good, so easy and free! Anyway, I have a new suggestion, on the tear off slip at the bottom, is there any chance a duplication of the customer details from the top of the invoice can be an option? I know it shows the invoice number, but if you dont opt for one of the credit card payment fields, it looks a little blank. Some people still pay by cheque. Again I just want to say, I am loving this programme so far, thankyou.


#7

Yes…, I would say this is a Great Job from a good thinker in a Human way. I mean your work is fantastic. and I have a small Idea for you. IF you can give another Partitions for saving personnel data I mean to D drive or E drive it’s much more convenient. and another thing, If someone have an Inventory (stocks on hand) I think It’s better have a small software Linked with Invoice Items too. I think after this the software will be a Great one too. and Thanks Thanks Thanks for all the effort’s you have taken to Build this for small Business person’s Like Us. you know…, I thought that How I know my financial status and what is happening to Money which I earn. Thanks to you now I can figure it out. you know…, Now I think I have a genius and Honust friend with me… THANKS Brother… and I wish you luck in your future too…


#8

and another thing I need to add for my massage is If we can have a direct cash bill without a due amount withe the same due amount bill, and a Discount column for SALES INVOICE I think people who are using this will appreciate your work more. and Thanks again Brother…, you have done a Great Job for who don’t know to Build a software Like this.