The Settings tab in Manager.io allows you to customize your business, enabling additional customization for the entire business or enhancing specific tabs. One key feature within this tab is the Chart of Accounts.
To simplify navigation within the Settings tab, the screen is split into two parts:
You can begin using any feature in the lower part by simply clicking on it. The Settings tab features the following sections:
The Withholding Tax option enables the addition of withholding tax capabilities to invoices. See Withholding Tax for more information.
If you're using the Cloud or Server edition, you can adjust the access levels for restricted users within this specific business file by navigating to the User Permissions section. See User Permissions for more information.
Under the Settings tab, the Tax Codes screen lets you create and manage tax codes that are relevant to your business. See Tax Codes for more information.
The Starting Balances feature allows you to set up starting balances for all your accounts and subsidiary ledgers. See Starting Balances for more information.
The Recurring Transactions feature is a useful tool for handling regularly occurring business activities. It enables the automatic creation of repetitive transactions such as sales invoices, purchase invoices, payslips, and journal entries at fixed intervals. See Recurring Transactions for more information.
The Payslip Items screen is designed for items that are utilized on payslips. See Payslip Items for more information.
The Obsolete Features section allows the enabling of features that are no longer recommended for use. See Obsolete Features for more information.
The Non-Inventory Items screen enables users to set up items that function similarly to inventory items by automatically populating invoice, order, and quote lines. However, unlike inventory items, they are not monitored for value or quantity on hand. Essentially, they serve as shortcuts for quickly adding frequently used line items. See Non-Inventory Items for more information.
The Lock Date feature enables you to specify a date beyond which transactions occurring on or before it cannot be edited. See Lock Date for more information.
Investment Market Prices are used to enter up-to-date market prices for your investments. See Investment Market Prices for more information.
The Inventory Unit Costs section enables users to update unit costs for their inventory items. See Inventory Unit Costs for more information.
The Inventory Kits screen allows you to define kits, which are combinations of inventory items sold together. See Inventory Kits for more information.
The Forecasts screen enables you to generate forecasts based on anticipated income and expenses. See Forecasts for more information.
In the Settings tab, the Footers feature lets you add static text to the bottom of printed documents like quotes, orders, invoices, and similar items. See Footers for more information.
The Expense Claim Payers feature enables you to identify individuals or entities that are covering expenses for the business, which necessitates reimbursement. See Expense Claim Payers for more information.
Email Settings enable you to set up Manager.io to directly send emails from the application. See Email Settings for more information.
The Divisions screen enables users to independently oversee various segments of their business. This functionality provides the capacity to examine income, expenses, assets, and liabilities for each distinct division. See Divisions for more information.
The Date and Number Format form enables you to input details that will be displayed on transaction forms and utilized by the software. See Date and Number Format for more information.
Custom Fields in Manager.io allow you to create additional fields in your forms. This allows you to capture business-specific information in entries. See Custom Fields for more information.
The Currencies screen allows you to manage and tailor the currencies for your business transactions. See Currencies for more information.
The Control Accounts screen enables users to create, manage, and customize their own control accounts. See Control Accounts for more information.
The Chart of Accounts screen displays a neatly arranged list of all the accounts within a business's financial records. See Chart of Accounts for more information.
In the Settings tab, the option Cash Flow Statement Groups enables you to establish personalized groups that will be displayed on the cash flow statement. See Cash Flow Statement Groups for more information.
The Capital Subaccounts option enables the creation of sub-accounts. These sub-accounts are accessible by all accounts listed under the Capital Accounts tab. See Capital Subaccounts for more information.
The Business Details form enables you to input information that will be displayed on your printed documents. See Business Details for more information.
Billable Expenses are expenses that a business incurs for its customers, expecting to be reimbursed later. These expenses might cover materials, external services, or travel costs. You can keep track of these expenses and subsequently bill the correct customer for them. See Billable Expenses for more information.
The Bank Rules feature is designed to automate the categorization of your bank transactions efficiently. This powerful tool allows you to set specific conditions that automatically associate certain transactions with predefined accounts. See Bank Rules for more information.
Bank Feed Providers are financial institutions or data aggregators who support the Financial Data Exchange (FDX) standard. By setting up bank feed providers, you can enable bank feeds for your bank accounts. See Bank Feed Providers for more information.
In the Settings tab, you'll find the Access Tokens screen. Here, you have the ability to generate tokens for API access. This feature is particularly helpful for users looking to connect Manager.io functionalities with other software or to automate specific tasks using the API. See Access Tokens for more information.
For newly established businesses, three sections will be actively displayed:
These are the foundational settings that help you get started with your business setup in Manager.io.