The Settings tab in Manager.io enables you to customize various aspects of your business, from overall business details down to specific transaction behaviors. The options within this tab allow fine-tuning of functionalities used across the application.
To simplify navigation, the Settings tab screen is divided into two sections:
For newly established businesses, three sections are active by default:
Below, you'll find the details of each available setting along with links to individual guides that offer more in-depth explanations.
This setting allows you to enter your business information, which will appear on printed documents, such as invoices and orders.
See: Business Details
View and maintain a structured list of all accounts within your business's financial records.
See: Chart of Accounts
Define the date and number format preferences displayed throughout your Manager.io transactions and reports.
See: Date & Number Format
Manage the currencies used by your business in its transactions.
See: Currencies
Create and manage tax codes relevant to your business operations.
See: Tax Codes
Enable withholding tax capabilities to be applied on customer invoices.
See: Withholding Tax
Set up, manage, and tailor custom control accounts.
See: Control Accounts
Enable creation of subaccounts within capital accounts for detailed tracking and reporting.
See: Capital subaccounts
Customize groups to organize and properly display items within your cash flow statement.
See: Cash Flow Statement Groups
Identify and manage individuals or entities that incur expenses on your company's behalf and require reimbursement.
See: Expense Claim Payers
Create assembled bundles or combinations of inventory items for easy selling and invoicing.
See: Inventory Kits
Set up service-oriented or intangible items frequently used on quotes, invoices, or other sales documents, without tracking value or quantity on hand.
See: Non-inventory Items
Manage unit cost for inventory items at specific points in time.
See: Inventory Unit Costs
Automatically create recurring transactions at specified intervals (e.g., sales invoices, purchase invoices, payslips, journal entries).
See: Recurring Transactions
Automate the categorization of bank transactions by defining conditions that automatically link transactions to predefined accounts.
See: Bank Rules
Keep track of expenses incurred on behalf of customers, enabling easy billing and reimbursement.
See: Billable Expenses
Define earnings, deductions, and contributions appearing on employees' payslips.
See: Payslip Items
Generate forecasts based upon anticipated income and expenses.
See: Forecasts
Update and maintain current market prices for investments held by your business.
See: Investment Market Prices
Independently manage and analyze income, expenses, assets, and liabilities for different segments or divisions of your business.
See: Divisions
Add static text to appear consistently at the bottom of printed documents such as invoices, quotes, and orders.
See: Footers
Create additional fields within forms to meet the specific needs of your business operations.
See: Custom Fields
Control access levels and permissions for restricted users within your business file.
See: User Permissions
Generate tokens for accessing Manager.io's API, allowing system integrations and automated tasks.
See: Access Tokens
Run custom web applications within Manager through embedded IFRAME integrations.
See: Extensions
Set up financial institutions and data aggregators that support the Financial Data Exchange (FDX) standard, enabling automatic bank account data synchronization.
See: Bank Feed Providers
Configure Manager.io to send emails directly from within the application.
See: Email Settings
Specify a date after which transactions on or before that date become protected from edits or deletions.
See: Lock Date
Set initial balances for accounts when migrating from another system or setting up historical data.
See: Starting Balances
Activate obsolete features that have been phased out, although continued use of these is generally discouraged.
See: Obsolete Features
Utilizing the features offered within the Settings tab optimizes your experience in Manager.io, enabling you to tailor functionality precisely to match your individual business requirements.