Manage

The Manage tab contains commands used for working with and managing your company information. The table below lists the commands available on the Manage tab and the associated descriptions. Commands are listed by group, from left to right.

Group	Command	Description
Accounts		Click the Accounts button to manage your Chart of Accounts. Use Axccounts to manage company accounts; add, edit or delete accounts; set the account balance for each account.
Items		Click the Items button to manage the list of items and services used by the company. Use Items to define items or services the company is selling and billing for. Use Items to define items or services the company is purchasing or billed for.
Manage Lists		Click the Tax Codes button to manage the list of tax codes. Use Tax Codes to add, edit or delete tax codes and rates.
		Click the Terms button to manage the list of sales terms. Use Terms to add, edit or delete payment terms for invoices and purchases.
		Click the Pay Methods button to manage the list of payment methods. Use Pay Methods to add, edit or delete methods of payment.
		Click the Leave Types button to manage payroll leave types. Use Leave Types to define whether leave is accrued, how many hours per year, and whether the leave is paid and/or visible on the payslip.
Manage Cards		Click the All Cards button to manage a list of all card types. Use All Cards to add, edit and/or delete customers, employees, suppliers and personal card types.
		Click the Customers button to manage a list of customer cards. Add, edit and/or delete customers.
		Click the Employees button to manage the list of employees. Add, edit or delete employees.
		Click the Suppliers button to manage the list of suppliers. Add, edit or delete suppliers.
		Click the Personal button to manage the list of personal contacts. Add, edit or delete personal contacts.

Chart of Accounts

Click the Accounts button to manage your Chart of Accounts. Use the Chart of Accounts to add new accounts, delete unused accounts or to edit account details.

The Chart of Accounts displays information in two different ways.

· The left part of the screen displays a tree displaying all accounts in the proper hierarchy.

· The right part of the screen displays accounts in a table.

Editing Tools

The Account list management section of the screen contains tools related to editing accounts. Use the editing tools to add, delete, print grid contents, edit account information and reload account information into the tree.

Table Display

The Table Display organises your accounts into a table format for easy viewing.

The Table Display provides the following information about each account:

· Account ID

o Nominal’s unique identifier used to identify the account within the software.

· Account Parent

o The account’s parent, or account above this account in the hierarchy.

· Account Name

o The common name used to describe the account.

· Account Type

o Describes the account type. Types include: container (folder) account, detail (leaf) account, or special purpose (accounts receivable, accounts payable, super payable, GSTpayable, etc.).

· Account Group

o Defines the main group the account is contained in. Groups include: ROOT, ASSET, EQUITY, EXPENSE, etc.

· Account Balance

o Displays the current balance in the account.

· BAS Field

o Displays information about the associated business activity statement.

Tree Display

The Tree Display organises your accounts into a tree format displaying the accounts in a hierarchy.

Items

Click the Items button to manage your items for sale, or items for your purchase. Items can be added, edited or deleted.

· Items, Services or Rates Management

o Use the buttons in the Items, Services or Rates Management section of the screen to export and/or print the Items grid, or add or delete items from the list.

· Item ID

o The Item ID column displays the unique identifier for the item.

· Name

o The name of the item.

· Code

o A tag used to categorise the line item.

· Type

o Displays Item or Service.

· Selling/Billing?

o Displays a checkmark if you are selling and billing for this item.

· Sell/Bill Price

o Displays the price for this item.

· Buying/Paying?

o Displays a checkmark if you are buying and paying for this item.

· Buy/Pay Price

o Displays the price for this item.

Tax Codes

Click the Tax Codes button to add, edit or delete tax codes and rates.

Manage list of tax codes and rates

Use the buttons in the Manage list of tax codes and rates section of the screen to export and/or print the Tax Code grid, or add or delete tax codes and rates from the list.

The contents of Manage

Authored with help of DrExplain