Tabs — Customize

Manager.io comes equipped with four primary tabs by default: Summary, Journal Entries, Reports, and Settings. These tabs support basic double-entry accounting. However, your business might require extra tabs to fit unique needs. You can easily add the tabs relevant to your operations and remove those you don't use.

Activating Tabs

To select tabs suited to your requirements, follow these steps:

1. At the bottom of your existing tabs list, click the Customize button.

2. You will see a list of available tabs. Activate the ones appropriate for your business by marking their checkboxes.

3. Once you've completed your selection, save your preferences by clicking Update at the bottom of the page.

To maintain simplicity in your interface, activate only tabs that you're currently utilizing. Remember, you can always add or remove tabs as your business grows and your needs expand.

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Tab Descriptions & Dependencies

Below is an overview of each available tab and its corresponding dependencies within Manager.io:

Bank and Cash Management

• Bank and Cash Accounts: Track all transactions, balances, and movements within your bank and cash accounts.
• Receipts: Record incoming funds. Requires Bank and Cash Accounts.
• Payments: Track outgoing payments. Requires Bank and Cash Accounts.
• Inter Account Transfers: Monitor internal fund transfers between your own bank/cash accounts. Requires Bank and Cash Accounts.
• Bank Reconciliations: Verify bank statements and reconcile accounts. Requires Bank and Cash Accounts.

Customer Management

• Customers: Maintain customer details and manage sales relationships.
• Sales Quotes: Issue price quotations for potential customers. Requires Customers.
• Sales Orders: Monitor and manage customer orders before invoicing. Requires Customers.
• Sales Invoices: Issue invoices for products or services. Requires Customers.
• Credit Notes: Apply credits for returns or adjustments. Requires Customers.
• Late payment fees: Charge and manage overdue fees. Requires Customers.
• Billable Time: Track and invoice customers based on hours worked. Requires Customers and Sales Invoices.
• Withholding Tax Receipts: Manage receipts showing withheld taxes on customer payments. Requires Customers and Sales Invoices.
• Delivery Notes: Track the delivery details of products to customers.

Supplier and Purchase Management

• Suppliers: Manage supplier contact information and relationships.
• Purchase Quotes: Handle quotations received from suppliers.
• Purchase Orders: Track orders placed with suppliers.
• Purchase Invoices: Record and manage invoices received from suppliers.
• Debit Notes: Issue adjustments to suppliers for returns or inaccuracies.
• Goods Receipts: Log goods received from suppliers, assist in managing your inventory.

Inventory Management

• Inventory Items: Maintain stock records, quantities, and valuations.
• Inventory Transfers: Handle movement of inventory between locations. Requires Inventory Items.
• Inventory Write-offs: Record inventory reductions due to loss or damage. Requires Inventory Items.
• Production Orders: Oversee the conversion of raw materials to finished goods. Requires Inventory Items.

Employee Management

• Employees: Organize employee details, job roles, and contacts.
• Payslips: Manage employee salary and deductions through payslips. Requires Employees.
• Expense Claims: Handle employee expense reimbursements for business costs.

Asset Management

• Fixed Assets: Monitor long-term tangible assets and their depreciation.
• Depreciation Entries: Record the depreciation expenses associated with fixed assets. Requires Fixed Assets.
• Intangible Assets: Manage non-physical assets and their amortization.
• Amortization Entries: Track amortization of intangible assets. Requires Intangible Assets.

Investment & Capital Management

• Investments: Monitor business investment performance.
• Capital Accounts: Track investments, withdrawals, and account balances for business owners or partners.

Additional Tabs

• Special Accounts: Manage unique or specialized financial accounts.
• Projects: Track individual business projects, costs, and revenues.
• Folders: Organize documents and transactions effortlessly into categories.

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Remember, you should only activate tabs relevant to your current business practices. This will keep your workspace neat and efficient. You can adjust your selections anytime as your business grows or its operations change.