Manager.io is a versatile accounting software designed to adapt to the specific needs of your business. By default, it includes four main tabs:
These core tabs provide the fundamental features for a basic double-entry accounting system. However, most businesses will benefit from activating additional tabs to access more specialized functionalities. Customizing your tabs ensures that you have the tools you need without cluttering your workspace with unnecessary options.
To personalize your Manager.io interface by activating or deactivating tabs:
Customize button.On the Customize screen, you'll see a list of available tabs. Activate only those that are relevant to your business to maintain a clean and efficient interface. You can always return to this screen to activate additional tabs as your business needs evolve.
Below is a detailed overview of each tab and its purpose:
Tab: Bank and Cash Accounts
Manage all bank and cash transactions, track balances, and monitor account movements.
Tab: Receipts
Record and track incoming money to maintain precise income records.
Bank and Cash Accounts (each receipt must be connected to a bank or cash account)Tab: Payments
Record all outgoing payments, crucial for expense tracking and cash flow management.
Bank and Cash Accounts (each payment must be linked to a bank or cash account)Tab: Inter Account Transfers
Record fund movements between your bank or cash accounts.
Bank and Cash AccountsTab: Bank Reconciliations
Reconcile your bank statements with your accounting records to ensure accuracy.
Bank and Cash AccountsTab: Expense Claims
Handle reimbursements for expenses employees incur on behalf of the company.
Tab: Customers
Maintain a database of customer information for effective sales and relationship management.
Tab: Sales Quotes
Create and manage price quotations offered to prospective customers.
Customers (each sales quote is issued to a customer)Tab: Sales Orders
Manage and monitor customer orders until completion or billing.
Customers (each sales order is associated with a customer)Tab: Sales Invoices
Create and manage invoices sent to customers for goods or services.
Customers (each sales invoice is issued to a customer)Tab: Credit Notes
Issue credits to customers for returns or corrections.
Customers (each credit note is associated with a customer)Tab: Late Payment Fees
Manage and apply extra charges on overdue payments from customers.
Customers (each late payment fee is associated with a customer)Tab: Billable Time
Log hours worked on projects for customers that will be invoiced.
Customers, Sales Invoices (billable time is associated with a customer and billed via sales invoice)Tab: Withholding Tax Receipts
Organize receipts documenting withholding tax deductions from payments or invoices.
Customers, Sales Invoices (withholding tax obligations are noted on sales invoices and associated with a customer)Tab: Delivery Notes
Monitor the delivery of goods to customers to ensure order fulfillment.
Tab: Suppliers
Manage supplier information for efficient purchasing and supply chain management.
Tab: Purchase Quotes
Create and manage price quotations received from suppliers.
Tab: Purchase Orders
Create and monitor orders placed with suppliers for goods or services.
Tab: Purchase Invoices
Track and manage invoices received from suppliers.
Tab: Debit Notes
Issue debit adjustments to suppliers, typically for returns or errors.
Tab: Goods Receipts
Document the arrival of goods from suppliers to facilitate inventory management.
Tab: Projects
Manage and track business projects, including associated costs and revenues.
Tab: Inventory Items
Manage stock items, tracking quantities and values.
Tab: Inventory Transfers
Document the transfer of inventory items between locations or warehouses.
Inventory Items (each transfer involves one or more inventory items)Tab: Inventory Write-offs
Record inventory items that are lost, stolen, or unsellable, removing them from inventory records.
Inventory Items (each write-off involves one or more inventory items)Tab: Production Orders
Oversee the production process from raw materials to finished goods.
Inventory Items (each production order involves inventory items)Tab: Employees
Organize employee information, including contact details and job roles.
Tab: Payslips
Create and manage payslips detailing employee salaries and deductions.
Employees (each payslip is associated with an employee)Tab: Investments
Monitor the performance and tracking of business investments.
Tab: Fixed Assets
Manage tangible, long-term assets used in operations, along with their depreciation.
Tab: Depreciation Entries
Record depreciation expenses of fixed assets over time.
Fixed Assets (each depreciation entry is connected to fixed assets)Tab: Intangible Assets
Manage non-physical assets like patents or copyrights, including amortization.
Tab: Amortization Entries
Document the expense recognition of intangible assets over time.
Intangible Assets (each amortization entry is connected to intangible assets)Tab: Capital Accounts
Monitor investments, withdrawals, and balances of business owners or partners individually.
Tab: Special Accounts
Manage specialized financial accounts not covered by other tabs.
Tab: Folders
Categorize documents and transactions into specific groups for easy access and management.
After selecting the tabs you wish to activate:
Update button to save your changes.Your chosen tabs will now appear in the main menu, providing quick access to the features you need.
By customizing your tabs in Manager.io, you create a tailored accounting environment that enhances productivity and aligns with your business processes.