Add a new business

Adding a new business to Manager is simple. After you have downloaded, installed, and launched the program on your computer or accessed it via a web browser, go to the Businesses tab, click Add Business, and select Create New Business in the dropdown box:

Enter the Business Name you want to appear in your list of businesses. A Country will be selected automatically, based on your detected location. Or, you can select a country from the dropdown menu. You should choose the country of your primary business or tax registration. Clicking Add Business will add any available country-specific localizations and create a business data file for the new entity:

Selecting a country gives you a good start on setting up your business, including:

  • Pre-set base currency
  • Pre-set date and number formats
  • A chart of accounts tailored for the country, with accounts necessary to match mandatory structures and accommodate localized requirements
  • Tax codes
  • Payslip items necessary to implement local payroll laws

Localizations are not presently available for all countries. If your country is not available in the dropdown menu, you will need to set things up yourself.

A Summary page for your added business will appear. Four universal tabs will be activated, because all businesses need them:

Now you can:

When the data file of a business is opened directly in the desktop edition rather than by selecting the business in the Businesses tab, that business is not added to the list. The list on the Businesses page contains only those businesses stored in the application data folder. See this Guide for additional information.

Manager will not prevent adding or importing businesses with identical names. To avoid confusion, such as when renaming and restoring a backup file by eliminating the date stamp, consider removing other businesses with the same name from the Businesses tab first. (See instructions in another Guide.)

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