Manager.io/Manager

Cash Accounts enables the recording of payments from petty cash accounts and cash floats, reimbursements to the accounts and tracking of the cash on hand balances.

After enabling this plugin Cash Accounts tab will be added to the left menu. 
 
Create the cash account and enter the starting balance. To record payments and receipts, open the cash account and click Actions and select Spend Money or Receive Money. 
 
The balance of the cash account can be viewed from the Cash on Hand section of the Summary and compared to the physical cash to ensure the payments and receipts are correctly recorded and there is no shortfall.

Custom Tax Codes enables the creation of tax codes tailored to your specific requirements for sales tax, goods & services tax and value added tax applicable to your country or other taxing authority.

After enabling this plugin Custom Tax Codes will be added to Settings. 
 
Go to Settings to create the Custom Tax Code and then the tax code can be selected when entering transactions.

Sample Chart of Accounts provides you with some commonly used accounts to classify income and expenses. 
 
Don't use this plugin if you prefer to set up your own accounts from scratch.

After enabling this plugin, the sample accounts will be added to your chart of accounts under Settings. 
 
Go to Settings, then Chart of Accounts to add more accounts as required.

Quotes enables the creation of quotes to prospective customers that can be converted to invoices when they are accepted. 
 
Use this plugin if prices of products or services vary and potential customers require an estimate or an agreed price before they accept the purchase.

When you enable this plugin Quotes tab will be added to the menu. 
 
Set up the customer account then create your first quote.

Sales Invoices enables the creation of invoices to customers and tracking of accounts receivable. 
 
If your customers require copies of invoices for their records or customers receive products and services on credit, you should use this plugin.

When you enable this plugin, two new tabs Invoices and Customers will be added to the menu. 
 
Set up the customer account then create your first invoice. 
 
Payment for the invoice can be recorded by opening the invoice and clicking Receive Money From Customer or by recording the receipt under Bank Accounts and selecting Accounts Receivable as the Account then the applicable sales invoice.

Purchase Invoices enables the recording of purchase invoices from suppliers and the maintenance of accounts payable.

After enabling this plugin, Purchase Invoices and Suppliers tabs will be added to the menu. 
 
Create the supplier account then enter the purchase invoice from the supplier. Payment of the purchase invoice can be recorded by opening the purchase invoice and clicking Pay Money to Supplier or by recording the payment under Bank Accounts and selecting Accounts Payable as the Account then the applicable purchase invoice. 
 
Accounts payable should be reviewed regularly to ensure they are accurately maintained.

Sales Invoice Items enables the creation of a price list of products or services you sell to customers for sales invoices. 
 
This is useful when you are creating invoices or quotes for your customers because it allows you to prepare invoices or quotes a lot faster.

After enabling this plugin Invoice Items will be added to Settings. 
 
Go to Settings to create the Invoice Item and enter the Name/Code, Unit Price, Description and the Account used for classifying the income in your financial reports. 
 
The invoice item can be selected to autocomplete details on new invoices.

Business Logo enables the display of your business logo on invoices and quotes

After enabling this plugin Invoice Logo will be added to Settings. 
 
Go to Settings to insert the business logo.

Purchase Order Number field to Invoices allows you to enter PO # on invoices. This is useful if your customers place purchase orders with you and they require you to list their PO # on your invoices to them.

After enabling this plugin, PO Number will appear as a new field on invoice. 
 
PO # will be also added as a new column on your list of invoices allowing you to quickly lookup an invoice with any PO number.

Cash-basis Accounting

Cash-basis Accounting enables the option to generate various reports on a cash-basis.

After enabling this plugin, the profit & loss statement and taxation reports will show the option to use cash-basis as the basis of accounting. The option can be changed to accruals without affecting any accounting transactions. Reports can be created under both options for the same period if required.

PO Number on Sales Invoices

Enables recording of deposits & withdrawals from bank accounts. 
 
Create one or more bank accounts, credit card accounts or bank loan accounts to record receipts & payments. 
 
Import electronic bank transactions using internet banking and automatically match transactions to bank statements using the bank reconciliation.

Enables recording of deposits & withdrawals from bank accounts. 
 
Create one or more bank accounts, credit card accounts or bank loan accounts to record receipts & payments. 
 
Import electronic bank transactions using internet banking and automatically match transactions to bank statements using the bank reconciliation. 
 
After enabling this plugin the Bank Accounts tab will be added to the left menu. 
 
Create the bank account then enter receipts & payments as they appear on the bank statement. 
 
To record bank transactions, open bank account, then click Actions button, then select Spend money or Receive money. 
 
To import bank statements, click Actions button, then Import. 
 
Reconcile bank accounts regularly to ensure receipts & payments match transactions on bank statements.

Cash Accounts enables the recording of payments from petty cash accounts and cash floats, reimbursements to the accounts and tracking of the cash on hand balances.

Cash Accounts enables the recording of payments from petty cash accounts and cash floats, reimbursements to the accounts and tracking of the cash on hand balances. 
 
After enabling this plugin Cash Accounts tab will be added to the left menu. 
 
Create the cash account and enter the starting balance. To record payments and receipts, open the cash account and click Actions and select Spend Money or Receive Money. 
 
The balance of the cash account can be viewed from the Cash on Hand section of the Summary and compared to the physical cash to ensure the payments and receipts are correctly recorded and there is no shortfall.

Custom Tax Codes enables the creation of tax codes tailored to your specific requirements for sales tax, goods & services tax and value added tax applicable to your country or other taxing authority.

Custom Tax Codes enables the creation of tax codes tailored to your specific requirements for sales tax, goods & services tax and value added tax applicable to your country or other taxing authority. 
 
After enabling this plugin Custom Tax Codes will be added to Settings. 
 
Go to Settings to create the Custom Tax Code and then the tax code can be selected when entering transactions.

Sample Chart of Accounts provides you with some commonly used accounts to classify income and expenses. 
 
Don't use this plugin if you prefer to set up your own accounts from scratch.

Sample Chart of Accounts provides you with some commonly used accounts to classify income and expenses. 
 
Don't use this plugin if you prefer to set up your own accounts from scratch. 
 
After enabling this plugin, the sample accounts will be added to your chart of accounts under Settings. 
 
Go to Settings, then Chart of Accounts to add more accounts as required.

Quotes enables the creation of quotes to prospective customers that can be converted to invoices when they are accepted. 
 
Use this plugin if prices of products or services vary and potential customers require an estimate or an agreed price before they accept the purchase.

Quotes enables the creation of quotes to prospective customers that can be converted to invoices when they are accepted. 
 
Use this plugin if prices of products or services vary and potential customers require an estimate or an agreed price before they accept the purchase. 
 
When you enable this plugin Quotes tab will be added to the menu. 
 
Set up the customer account then create your first quote.

Sales Invoices enables the creation of invoices to customers and tracking of accounts receivable. 
 
If your customers require copies of invoices for their records or customers receive products and services on credit, you should use this plugin.

Sales Invoices enables the creation of invoices to customers and tracking of accounts receivable. 
 
If your customers require copies of invoices for their records or customers receive products and services on credit, you should use this plugin. 
 
When you enable this plugin, two new tabs Invoices and Customers will be added to the menu. 
 
Set up the customer account then create your first invoice. 
 
Payment for the invoice can be recorded by opening the invoice and clicking Receive Money From Customer or by recording the receipt under Bank Accounts and selecting Accounts Receivable as the Account then the applicable sales invoice.

Purchase Invoices enables the recording of purchase invoices from suppliers and the maintenance of accounts payable.

Purchase Invoices enables the recording of purchase invoices from suppliers and the maintenance of accounts payable. 
 
After enabling this plugin, Purchase Invoices and Suppliers tabs will be added to the menu. 
 
Create the supplier account then enter the purchase invoice from the supplier. Payment of the purchase invoice can be recorded by opening the purchase invoice and clicking Pay Money to Supplier or by recording the payment under Bank Accounts and selecting Accounts Payable as the Account then the applicable purchase invoice. 
 
Accounts payable should be reviewed regularly to ensure they are accurately maintained.

Sales Invoice Items enables the creation of a price list of products or services you sell to customers for sales invoices. 
 
This is useful when you are creating invoices or quotes for your customers because it allows you to prepare invoices or quotes a lot faster.

Sales Invoice Items enables the creation of a price list of products or services you sell to customers for sales invoices. 
 
This is useful when you are creating invoices or quotes for your customers because it allows you to prepare invoices or quotes a lot faster. 
 
After enabling this plugin Invoice Items will be added to Settings. 
 
Go to Settings to create the Invoice Item and enter the Name/Code, Unit Price, Description and the Account used for classifying the income in your financial reports. 
 
The invoice item can be selected to autocomplete details on new invoices.

Business Logo enables the display of your business logo on invoices and quotes

Business Logo enables the display of your business logo on invoices and quotes 
 
After enabling this plugin Invoice Logo will be added to Settings. 
 
Go to Settings to insert the business logo.

Purchase Order Number field to Invoices allows you to enter PO # on invoices. This is useful if your customers place purchase orders with you and they require you to list their PO # on your invoices to them.

Purchase Order Number field to Invoices allows you to enter PO # on invoices. This is useful if your customers place purchase orders with you and they require you to list their PO # on your invoices to them. 
 
After enabling this plugin, PO Number will appear as a new field on invoice. 
 
PO # will be also added as a new column on your list of invoices allowing you to quickly lookup an invoice with any PO number.

Cash-basis Accounting enables the option to generate various reports on a cash-basis.

Cash-basis Accounting enables the option to generate various reports on a cash-basis. 
 
After enabling this plugin, the profit & loss statement and taxation reports will show the option to use cash-basis as the basis of accounting. The option can be changed to accruals without affecting any accounting transactions. Reports can be created under both options for the same period if required.

Sales Invoice Items enables the creation of a price list of products or services you sell to customers for sales invoices. 
 
This is useful when you are creating invoices or quotes for your customers because it allows you to prepare invoices or quotes a lot faster. 
 
After enabling this plugin Invoice Items will be added to Settings. 
 
Go to Settings to create the Invoice Item and enter the Name/Code, Unit Price, Description and the Account used for classifying the income in your financial reports. 
 
The invoice item can be selected to autocomplete details on new invoices.

Sales Invoice Items enables the creation of a price list of products or services you sell to customers for sales invoices.

Sales Invoice Items enables the creation of a price list of products or services you sell to customers for sales invoices.

Sales Invoice Items enables the creation of a price list of products or services you sell to customers for sales invoices. 
 
This is useful when you are creating invoices or quotes for your customers because it allows you to prepare invoices or quotes a lot faster. 
 
After enabling this plugin Invoice Items will be added to Settings. 
 
Go to Settings to create the Invoice Item and enter the Name/Code, Unit Price, Description and the Account used for classifying the income in your financial reports. 
 
The invoice item can be selected to autocomplete details on new invoices.

Send customers statements of their accounts detailing invoices which are outstanding

View ledger account opening balances, total debits, total credits, net movement and the closing balances for a specified period

Create purchase orders for suppliers which can be converted to purchase invoices

Create credit notes for customers to refund them or allocate amounts to unpaid invoices

Record expenses paid out of pocket or by personal credit card

Sales Invoice Cloning

Clone existing sales invoices