The Settings tab in Manager.io allows you to customize various aspects of your business's accounting environment. It enables you to configure global settings, enhance specific functional areas, and tailor the application to meet your business needs. One key feature within this tab is the ability to manage your Chart of Accounts.
To simplify navigation within the Settings tab, the screen is split into two parts:
You can begin using any feature listed in the inactive section by simply clicking on it.
For newly established businesses, the following three settings are active by default:
The Business Details form allows you to input information that will be displayed on your printed documents. See Business Details for more information.
The Chart of Accounts screen displays an organized list of all the accounts within your business's financial records. See Chart of Accounts for more information.
The Date and Number Format form enables you to set the formats used for dates and numbers on transaction forms and within the software. See Date and Number Format for more information.
You can enhance your business's functionality by activating additional settings available in the inactive section. Below is a list of these settings with brief descriptions:
The Access Tokens feature allows you to generate tokens for API access. This is particularly helpful for connecting Manager.io with other software or automating tasks using the API. See Access Tokens 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.
The Bank Rules feature is designed to automate the categorization of your bank transactions efficiently. You can set specific conditions that automatically associate transactions with predefined accounts. See Bank Rules for more information.
Billable Expenses are expenses that a business incurs on behalf of its customers, expecting to be reimbursed later. These expenses might cover materials, external services, or travel costs. You can track these expenses and subsequently bill the correct customer for them. See Billable Expenses for more information.
The Capital Subaccounts option allows the creation of subaccounts for capital accounts. These subaccounts are accessible by all accounts listed under the Capital Accounts tab. See Capital Subaccounts for more information.
The Cash Flow Statement Groups option enables you to establish personalized groups that will be displayed on the Cash Flow Statement. See Cash Flow Statement Groups for more information.
The Control Accounts feature allows you to create, manage, and customize your own control accounts. See Control Accounts for more information.
The Currencies setting allows you to manage and tailor the currencies for your business transactions. See Currencies for more information.
Custom Fields allow you to create additional fields in your forms. This enables you to capture business-specific information in entries. See Custom Fields for more information.
The Divisions feature enables you to independently oversee various segments of your business. You can examine income, expenses, assets, and liabilities for each distinct division. See Divisions 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 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.
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 Forecasts feature enables you to generate forecasts based on anticipated income and expenses. See Forecasts for more information.
The Inventory Kits screen allows you to create kits composed of multiple inventory items that are sold together. See Inventory Kits for more information.
The Inventory Locations feature enables you to oversee and set up various physical spaces where your inventory items are kept. This functionality is particularly beneficial for businesses that operate across multiple locations or possess multiple storage units. You have the ability to add new locations, modify existing ones, or deactivate locations that you no longer utilize. See Inventory Locations for more information.
The Inventory Standard Costs setting enables you to update standard costs for your inventory items. See Inventory Standard Costs 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 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.
The Non-Inventory Items feature enables you 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 quantity on hand. Essentially, they serve as shortcuts for quickly adding frequently used line items. See Non-Inventory 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 Payslip Items feature is designed for items that are utilized on Payslips. See Payslip Items 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 Starting Balances feature allows you to set up starting balances for all your accounts and subsidiary ledgers. See Starting Balances for more information.
The Tax Codes setting lets you create and manage tax codes that are relevant to your business. See Tax Codes for more information.
If you're using the cloud or server edition, the User Permissions feature allows you to adjust the access levels for restricted users within this specific business file. See User Permissions for more information.
The Withholding Tax option enables the addition of withholding tax capabilities to invoices. See Withholding Tax for more information.
This guide provides an overview of the Settings tab in Manager.io and the various features available to customize and enhance your business's accounting processes. For detailed instructions on using each feature, please refer to the linked guides.