Manager allows you to create and manage multiple businesses within a single installation. Each business maintains its own separate accounting records, customers, suppliers, and settings.
To create a new business, first navigate to the Businesses tab.
Click the Add Business button and select Create New Business from the dropdown menu.
Enter a meaningful name in the Business Name field. This name will help you identify this business when you have multiple businesses in Manager.
If available, select your country from the Country dropdown. This will automatically configure tax codes, chart of accounts, and other settings appropriate for your location.
Click the Create New Business button to complete the setup.
After creating your business, you'll be taken to the Summary tab.
Four tabs are displayed by default:
• Summary — Overview of your business's financial position
Learn more: Summary
• Journal Entries — Record accounting transactions
Learn more: Journal Entries
• Reports — Generate financial statements and other reports
Learn more: Reports
• Settings — Configure accounts, preferences, and business details
Learn more: Settings
These default tabs provide a minimal double-entry accounting system. You can set up your Chart of Accounts, enter transactions through Journal Entries, and generate financial statements.
This basic configuration is ideal for accountants who need to quickly prepare financial statements from existing data.
Most businesses will benefit from enabling additional features such as sales invoicing, inventory tracking, purchase orders, and customer management.
To enable additional features, click the Customize button located in the navigation area.
This opens a comprehensive list of available modules and features. You can enable only the features your business needs, keeping the interface clean and focused.
Features can be enabled or disabled at any time without losing data. This allows your system to grow with your business needs.
For detailed information about customizing tabs, see: Tabs