The Settings tab is your control center for configuring Manager to match your business needs.
Here you can customize how Manager works, from basic preferences to advanced features.
Settings affect your entire business file and determine what features and options are available throughout the program.
The Settings screen uses an intuitive two-part layout to help you manage features:
The upper section shows settings and features you're currently using, making them easy to access and modify.
The lower section displays available features you haven't activated yet.
To start using any new feature, simply click on it in the lower section. No complex setup is required.
As you activate features, they automatically move to the upper section for easy management.
The Settings tab organizes features into logical categories:
New businesses start with three essential settings already active:
• Business Details - Your company name, address, and contact information that appears on documents
• Chart of Accounts - The financial structure that organizes your income, expenses, assets, and liabilities
• Date & Number Format - How dates and numbers display throughout Manager based on your location
These core settings provide the foundation for your accounting system.