Manager-Tips-Notes

Manager Getting Started

Tips and Notes

Check for and Update to Current Version of Manager Software.

Make Backups on a regular schedule.

Use the Delete Option cautiously.

Themes are an Obsolete Function.

Use automatic numbering on sales invoices, journal entries, and receipts.

Set Up your own Tax payable liability account instead of using Manager's default account.

Enable Unbilled Invoices for Time and Expenses Billings in Edit Screen.

Use the Inactive Button to remove clutter from Customers, Suppliers, and Inventory files.

Use Custom Fields.

Set Form Defaults and Screen Listing Displays.

Sales Invoices - Defaults - Terms, Auto Invoice Numbering, Sales Tax Code, and Act as Delivered Note

Purchase Invoices - Defaults - Act as Received Note

Get familiar with and use the Batch View Function.

Use Autofill to fill in default information on forms.

Update Inventory - items prices using the batch update function.

Use the Copy To Clipboard Function for additional information and reports such as:

Customer List

Supplier List

Non-inventory Items Price List

Sales Invoices By Customer

Purchase Invoices Totals by Supplier

Purchase Invoices by Supplier

Use screen listing searches and sorts to narrow down what you're looking for.

Early Payment Discounts are a two step procedure - invoice and record.

Use the Closed Invoices button if you don't want invoices appearing in the drop-down menus when receiving customer invoice payments or paying supplier invoices.

Receive Receipts from Customer Statements and make Payments from Supplier Statements using the Copy to function.

Reports - Customer Statements - View - Copy to New Receipt

Reports - Supplier Statements - View - Copy to New Payment

Use the Batch View function for printing customer statements.

Reports - Customer Statements - Batch View

Create a Multi-month Profit and Loss Statement.

Reports - Profit and Loss Statement - New Report - From and To Periods

Enter the dates for the beginning and ending periods in multiple columns.

If you have the ability, create custom reports to supplement the standard reports supplied by Manager.

Use Manager's Test (Sample) company or better yet create your own test company and learn Manager's features before spending a lot of time setting it up and then not using it.

Consider using my Quick Start Instructions for setting up Manager.

New feature

Ability to view each accounting transactions document’s debits and credits by pressing a button when viewing transactions, there are now 2 buttons to switch between standard view and “transaction journal” view.