Guides

This index lists Guides that describe how to set up, configure, or use Manager. Most Guides are listed under only one heading. But a few apply to more than one heading and are listed accordingly.


First Steps

These Guides will get you started, providing information on how to manage businesses and users, set initial preferences applying to all businesses, and choose the functional modules and accounting method you will initially use. (You can always add more or change later.)


Structuring Accounts

Once you have established a business in Manager, the most important task is structuring your accounts to match your form of organization, method of operation, legal reporting requirements, and management information needs. Effort here will pay dividends as long as you run your business.


Customizing a Business

Manager includes many features for customizing your business’ look to the outside world. It also allows customization of inputs and displays to streamline your internal workload.


Program Features

Many features of Manager appear consistently throughout the program or draw upon several functional modules. These make the program fairly intuitive to use.


Cashbook

These Guides describe accounting techniques for physical cash, bank accounts, credit cards, and other forms of money.


Accounts Receivable

Accounts receivable functions relate to quoting and selling goods and services to customers on credit. They include accounting for billable time and expenses.


Accounts Payable

Guides in this group cover ordering and buying goods or services on credit from suppliers.


Inventory

Inventory includes tangible goods held for sale or production. Inventory management can be complex, and Manager’s behavior changes, depending on which functional tabs are enabled. Read Guides in the Overview section first to see which capabilities you want to use.


Payroll

Payroll Guides describe how to record earnings, deductions, and contributions associated with your employees, as well as how to pay employees what they are owed.


Asset Registers

Fixed and intangible assets are property owned by a business with long lifetimes. Their full cost is recovered over an extended period of time rather than being counted entirely as a current expense.


Advanced

Despite its overall simplicity, Manager can still present situations where more advanced knowledge is necessary.

Support
Guides
Forum
Subscribe to Updates

Subscribe to our newsletter and get exclusive product updates you won't find anywhere else straight to your inbox.