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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.

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Adminยท5 March 2026ยท1 min read

Most businesses will need to activate additional tabs to meet their specific requirements. Each tab provides specialized functionality for different aspects of your business.

Getting Started

To customize which tabs appear in your business, click the Customize button at the bottom of the tabs list.

You will be taken to the form which contains the following checkboxes. Select the tabs you want to enable for your business:

After selecting the tabs you need, click the Update button to save your changes and apply them to your business.

Keep your interface clean by activating only the tabs you currently need. You can always return to this screen to activate additional tabs as your business grows or your needs change.