Getting Started
Business Details
The Business Details form, accessible from the Settings tab, allows you to enter essential information about your business that appears on your printed documents.
Guides
Getting Started
Set up your business, users, and basic settings 23 guides available
Getting Started
Businesses
The Businesses tab is the first screen you see when you open Manager, giving you direct access to your saved business entities.
Getting Started
Currencies
The Currencies screen, found under the Settings tab, enables you to manage and customize currencies used by your business. This functionality is particularly helpful for businesses engaged in inter...
Getting Started
Date & Number Format
The Date & Number Format form, located under the Settings tab, enables you to configure formats used for dates, times, and numbers within Accounter. Once specified, these settings are applied cons...
Getting Started
Email Settings
Email Settings enable you to set up Accounter to directly send emails from the application.
Getting Started
Lock Date
The Lock Date feature is available under the Settings tab. It enables you to set a specific date, after which any transactions dated on or before this date cannot be edited.
Getting Started
Settings
The Settings tab in Accounter enables you to customize various aspects of your business, from overall business details down to specific transaction behaviors. The options within this tab allow fin...
Getting Started
Starting Balances
The Starting Balances feature in Accounter allows you to record the initial balances of your accounts and subsidiary ledgers at the time of migrating to Accounter from another accounting system.
Getting Started
Summary
The Summary tab in Accounter provides a quick and comprehensive overview of your company's financial condition, clearly displaying the balances of accounts relevant for measuring business activity.
Getting Started
User Permissions
In cloud and server editions, you can adjust user permissions for Restricted users within a specific business file.
Getting Started
Users
The Users screen allows administrators to easily manage user accounts by adding, editing, or removing users. It provides the ability to assign specific roles and permissions, granting appropriate l...
Getting Started
Backup
The Backup function allows you to create a complete copy of your business data for safekeeping. Regular backups protect against data loss and allow you to restore your business to a previous state if needed.
Getting Started
Base Currency
The Base Currency form is where you set the base currency for your business.
Getting Started
SMTP server
The SMTP server form connects Manager to your email provider's outgoing mail server.
Getting Started
Email Templates
Email templates allow you to create predefined messages that automatically appear when sending transaction forms via email.
Getting Started
Exchange Rates
The Exchange Rates screen allows you to create and manage the list of exchange rates for your foreign currencies.
Getting Started
Foreign Currencies
The Foreign Currencies screen is where you can create and manage the list of foreign currencies used in your business.
Getting Started
Logo
The Logo screen allows you to upload a logo which your users will see on your login screen.
Getting Started
Summary — Edit
The Summary tab provides an overview of your business's financial position and key information. When you click the Edit button on this tab, you can customize how the summary information is displayed.
Getting Started
Tabs
Manager consists of 4 main tabs: Summary, Journal Entries, Reports, and Settings. These tabs provide the foundation for a double-entry accounting system.
Getting Started
Transactions
The Transactions screen displays all general ledger transactions across all accounts and all periods. This comprehensive view is useful for finding, filtering, and summarizing your transactions.
Getting Started
User — Edit
Use this form to create new users or edit existing user accounts. Each user requires a unique username and password to access the system.
Getting Started
User Permissions — Edit
User Permissions control which areas of Manager a user can access and what actions they can perform.