To set up Manager (Desktop Edition) fast, you need to download the installer, create your business file, and enable the specific tracking tabs you need. Because Manager.io uses a modular design, the interface stays completely clean and uncluttered until you choose to activate features. 1. Download and Install
Download: Visit the Manager.io Home Page and click Free Download.
Windows: Run the downloaded installer file and follow the quick setup wizard prompts.
macOS: Double-click the downloaded .dmg file and drag the Manager icon directly into your Applications folder.
Linux: Download the package specific to your distribution and install it via your package manager. 2. Create Your Business File
Add Business: Launch the program and click the Add Business button on the home screen.
Name: Select Create New Business and type your company’s name.
Country: Select your country from the dropdown menu to instantly pre-configure local tax codes and settings. 3. Customize Your Workspace (The “Fast” Secret)
Tabs: Manager hides standard accounting features by default to keep things simple.
Customize: Scroll to the bottom of the left sidebar menu and click Customize.
Enable: Check the boxes for only the modules you need right now (e.g., Bank Accounts, Customers, Invoices, or Suppliers).
Update: Click Update at the bottom to add these modules directly to your dashboard sidebar. 4. Basic Financial Settings
Currency: Go to Settings in the left sidebar and select Base Currency to set your main operational currency.
Details: Click Business Details under Settings to enter your company address, contact info, and logo for invoices.
Chart of Accounts: Navigate to Settings > Chart of Accounts to quickly tweak your income and expense categories. 5. Secure Your Data
Backup: Click the Backup button at the top of your business dashboard.
Location: Save the data file to a secure directory or a synced cloud folder like Dropbox or OneDrive for automatic safety. Install or update desktop edition on Windows | Manager
Leave a Reply