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Backup

The Backup button, located in the top-right corner of the application interface, enables you to create a backup of your business data.

Backup

When you click the Backup button, the Backup screen appears. Here, you can assign a name to the backup file, which is automatically populated with your business name and the current date.

You can choose which additional data to include in your backup:

  • Attachments: Includes all documents attached to transactions.
  • Emails: If you use the program to send emails directly, this option includes all the emails that have been sent.
  • History: Serves as your audit log, recording all activities within the application.

The backup file you obtain will have the .manager extension.

To restore a backup, you can use the Import Business function. See Import Business for more information.

For Cloud Edition Users:

There is an additional method to secure your backups:

  1. Visit our customer portal at cloud.manager.io.
  2. Log in to your account.
  3. Click the backup button to initiate the download.

This alternative backup procedure is available even without an active Cloud Edition subscription, ensuring you can retrieve your data without incurring further costs. The data you retrieve can then be imported into the Desktop Edition, which is available for free.