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Guides

Manager.io is a versatile accounting software designed to meet the unique needs of various businesses. Its customizable features allow you to:

  • Activate only the modules you need
  • Add custom fields to capture specific business data
  • Generate tailored reports for your operations

For example:

  • A retail store can activate the Inventory Items tab to manage products.
  • A consulting firm might focus on the Billable Time module to track client work.

Editions of Manager.io

Manager.io is available in three editions, all offering the same modules and features. The primary difference lies in where the software runs.

Desktop Edition

  • Installation: Installed directly on your computer (Windows, Mac, or Linux).
  • Cost: Free to use forever.
  • Usage: Best suited for single-user access; does not support multi-user functionality.

To get started with the Desktop Edition:

  1. Visit the Download page.
  2. Download the version compatible with your operating system.
  3. Install the program on your computer.
  4. Open Manager.io to access the Businesses screen.

Businesses

For more information on setting up your business, see the Businesses guide.

Cloud Edition

  • Hosting: Accessed through the cloud with no installation required.
  • Access: Available from any computer or mobile device via a web browser.
  • Multi-User Support: Fully supports multiple users accessing the system simultaneously.

To start using the Cloud Edition:

  1. Sign up for a free trial.
  2. Visit your unique login URL provided after sign-up.
  3. Enter your Username and Password (default username is administrator).
    • If you've forgotten your password, go to cloud.manager.io and use the "Forgot password" feature.
  4. Once logged in, you'll see the Businesses screen, similar to the Desktop Edition.

Refer to the Businesses guide for detailed instructions on setting up and managing your business.

Server Edition

  • Installation: Installed on your own server infrastructure.
  • Usage: Ideal for businesses that require self-hosting with full control over data.
  • Features: Supports multi-user access and offers all modules and functionalities.

Seamless Data Compatibility

All editions of Manager.io are fully compatible with each other across all operating systems. This means you can:

  • Transfer data between different editions with ease.
  • Switch platforms without worrying about data loss or compatibility issues.

Next Steps

Choose the edition that best fits your business needs and start customizing Manager.io to streamline your accounting processes. Remember, you can always adjust modules and settings as your business grows and evolves.

For additional guidance, explore the following resources:

  • Businesses: Learn how to create and manage business entities within Manager.io.
  • Download: Access the latest version of the Desktop Edition.
  • Cloud Edition Free Trial: Sign up and experience the cloud-based solution.

By tailoring Manager.io to your specific operations, you can enhance efficiency and gain valuable insights into your business performance. Welcome to a flexible accounting experience with Manager.io!