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Projects | Manager.io

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selected="selected">English</option><option class="text-black" value="/af/guides">Afrikaans</option><option class="text-black" value="/az/guides">azərbaycan</option><option class="text-black" value="/bs/guides">Bosanski</option><option class="text-black" value="/ca/guides">català</option><option class="text-black" value="/cs/guides">Čeština</option><option class="text-black" value="/da/guides">Dansk</option><option class="text-black" value="/de/guides">Deutsch</option><option class="text-black" value="/dv/guides">Divehi</option><option class="text-black" value="/et/guides">Eesti</option><option class="text-black" value="/es/guides">Español</option><option class="text-black" value="/es-es/guides">Español (España)</option><option class="text-black" value="/fr/guides">Français</option><option class="text-black" value="/gl/guides">Galego</option><option class="text-black" value="/ht/guides">Haitian</option><option class="text-black" value="/hr/guides">Hrvatski</option><option 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value="/sq/guides">shqip</option><option class="text-black" value="/sk/guides">Slovenčina</option><option class="text-black" value="/sl/guides">Slovenščina</option><option class="text-black" value="/so/guides">Soomaali</option><option class="text-black" value="/sr/guides">Srpski</option><option class="text-black" value="/fi/guides">Suomi</option><option class="text-black" value="/sv/guides">Svenska</option><option class="text-black" value="/vi/guides">Tiếng Việt</option><option class="text-black" value="/tr/guides">Türkçe</option><option class="text-black" value="/el/guides">Ελληνικά</option><option class="text-black" value="/be/guides">беларуская</option><option class="text-black" value="/bg/guides">български</option><option class="text-black" value="/mk/guides">Македонски</option><option class="text-black" value="/mn/guides">монгол</option><option class="text-black" value="/ru/guides">Русский</option><option class="text-black" value="/uk/guides">Українська</option><option 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value="/my/guides">မြန်မာ</option><option class="text-black" value="/km/guides">ខ្មែរ</option><option class="text-black" value="/ko/guides">한국어</option><option class="text-black" value="/zh-tw/guides">中文(台灣)</option><option class="text-black" value="/zh-cn/guides">中文(简体)</option><option class="text-black" value="/zh-hk/guides">中文(香港)</option><option class="text-black" value="/ja/guides">日本語</option></select><div class="grow"></div><a href="/download" class="px-3.5 py-2.5 text-sm font-semibold leading-6 text-gray-700 hover:text-gray-900 hover:bg-gray-100 rounded-md" hx-boost="true"><span translate="true" keyword="Download">Download</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a><a href="/releases" class="px-3.5 py-2.5 text-sm font-semibold leading-6 text-gray-700 hover:text-gray-900 hover:bg-gray-100 rounded-md" hx-boost="true"><span translate="true" keyword="Releases">Releases</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a><a href="/guides" class="px-3.5 py-2.5 text-sm font-semibold leading-6 text-gray-700 hover:text-gray-900 hover:bg-gray-100 rounded-md" hx-boost="true"><span translate="true" keyword="Guides">Guides</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a><a href="/chatbot" class="px-3.5 py-2.5 text-sm font-semibold leading-6 text-gray-700 hover:text-gray-900 hover:bg-gray-100 rounded-md" hx-boost="true"><span translate="true" keyword="Chatbot">Chatbot</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a><a href="/accountants" class="px-3.5 py-2.5 text-sm font-semibold leading-6 text-gray-700 hover:text-gray-900 hover:bg-gray-100 rounded-md" hx-boost="true"><span translate="true" keyword="Accountants">Accountants</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a><a href="https://forum.manager.io" target="_blank" class="px-3.5 py-2.5 text-sm font-semibold 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lg:h-[calc(100vh-4.5rem)] w-64 overflow-y-auto overflow-x-hidden py-16 pl-0.5 pr-8 xl:w-72 xl:pr-16" id="sidebar"><div class="text-base lg:text-sm"><ul class="space-y-9"><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keywords="">Getting Started</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/businesses" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Businesses">Businesses</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/users" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Users">Users</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keyword="Business">Business</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/summary-view" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Summary">Summary</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-and-cash-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankAndCashAccounts">Bank and Cash Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/receipts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Receipts">Receipts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/payments" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Payments">Payments</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inter-account-transfers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InterAccountTransfers">Inter Account Transfers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-reconciliations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankReconciliations">Bank Reconciliations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/expense-claims" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ExpenseClaims">Expense Claims</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/customers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Customers">Customers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-quotes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesQuotes">Sales Quotes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesOrders">Sales Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-invoices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesInvoices">Sales Invoices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/credit-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CreditNotes">Credit Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/late-payment-fees" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="LatePaymentFees">Late payment fees</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/billable-time" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BillableTime">Billable Time</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/withholding-tax-receipts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="WithholdingTaxReceipts">Withholding Tax Receipts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/delivery-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DeliveryNotes">Delivery Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/suppliers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Suppliers">Suppliers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-quotes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseQuotes">Purchase Quotes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseOrders">Purchase Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-invoices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseInvoices">Purchase Invoices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/debit-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DebitNotes">Debit Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/goods-receipts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="GoodsReceipts">Goods Receipts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/projects" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Projects">Projects</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryItems">Inventory Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-transfers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryTransfers">Inventory Transfers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-write-offs" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryWriteOffs">Inventory Write-offs</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/production-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ProductionOrders">Production Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/employees" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Employees">Employees</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/payslips" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Payslips">Payslips</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/investments" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Investments">Investments</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/fixed-assets" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="FixedAssets">Fixed Assets</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/depreciation-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DepreciationEntries">Depreciation Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/intangible-assets" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="IntangibleAssets">Intangible Assets</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/amortization-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AmortizationEntries">Amortization Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/capital-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CapitalAccounts">Capital Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/special-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SpecialAccounts">Special Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/folders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Folders">Folders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/journal-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="JournalEntries">Journal Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/reports" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Reports">Reports</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/settings" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Settings">Settings</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keyword="Settings">Settings</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/access-tokens" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AccessTokens">Access Tokens</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-rules" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankRules">Bank Rules</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/billable-expenses-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BillableExpenses">Billable Expenses</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/business-details-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BusinessDetails">Business Details</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/capital-subaccounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CapitalSubaccounts">Capital subaccounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/cash-flow-statement-groups" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CashFlowStatementGroups">Cash Flow Statement Groups</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/chart-of-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ChartOfAccounts">Chart of Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/control-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ControlAccounts">Control Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/currencies" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Currencies">Currencies</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/custom-fields" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CustomFields">Custom Fields</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/date-and-number-format-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DateAndNumberFormat">Date & Number Format</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/divisions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Divisions">Divisions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/email-settings" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="EmailSettings">Email Settings</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/expense-claim-payers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ExpenseClaimPayers">Expense Claim Payers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/footers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Footers">Footers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/forecasts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Forecasts">Forecasts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-kits" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryKits">Inventory Kits</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-locations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryLocations">Inventory Locations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-unit-costs" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryUnitCosts">Inventory Unit Costs</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/investment-market-prices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InvestmentMarketPrices">Investment Market Prices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/lock-date-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="LockDate">Lock Date</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/non-inventory-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="NonInventoryItems">Non-inventory Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/obsolete-features" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ObsoleteFeatures">Obsolete Features</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/payslip-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PayslipItems">Payslip Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/recurring-transactions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="RecurringTransactions">Recurring Transactions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/tax-codes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="TaxCodes">Tax Codes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/starting-balances" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="StartingBalances">Starting Balances</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/user-permissions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="UserPermissions">User Permissions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/withholding-tax-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="WithholdingTax">Withholding tax</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keywords="">Tips & Tricks</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/advanced-queries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AdvancedQueries">Advanced Queries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/batch-operations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BatchOperations">Batch Operations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/edit-columns" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="EditColumns">Edit columns</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/form-defaults" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="FormDefaults">Form Defaults</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/copy-to-clipboard" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Copy_to_clipboard">Copy to clipboard</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul></ul></div></div></div><div class="min-w-0 max-w-2xl flex-auto px-4 py-16 lg:max-w-none lg:pl-8 lg:pr-0 xl:px-16"><div class="flex flex-col gap-6"><div hx-post="/banner" hx-trigger="load"></div><div class="prose prose-slate max-w-none prose-h1:font-display prose-h1:text-3xl prose-h1:tracking-tight prose-h1:text-slate-900 prose-headings:scroll-mt-28 prose-headings:font-display prose-headings:font-normal lg:prose-headings:scroll-mt-[8.5rem] prose-a:no-underline prose-a:text-sky-600 hover:prose-a:text-sky-700 hover:prose-a:underline hover:prose-a:underline-offset-4 prose-pre:bg-white prose-pre:border-2 prose-pre:border-stone-200 prose-pre:border-dashed prose-code:text-black dark:prose-invert dark:text-slate-400 dark:prose-lead:text-slate-400 dark:prose-pre:bg-slate-800/60 dark:prose-pre:shadow-none dark:prose-pre:ring-1 dark:prose-pre:ring-slate-300/10 dark:prose-hr:border-slate-800 dark:[--tw-prose-background:theme(colors.slate.900)]"><h1 translate="true" keywords="Projects">Projects</h1> <p translate="true" keywords="Projects">The <code>Projects</code> tab in Manager.io is a powerful tool designed to help you track the income, expenses, and overall profitability of individual contracts, customer relationships, or specific clusters of work. This feature allows you to monitor the financial performance of each project separately, providing valuable insights into your business operations.</p> <p translate="true" keywords="Projects"><div><div class="border rounded p-0.5 inline-block pointer-events-none ltr:pr-8 rtl:pl-8"><div class="bg-neutral-200 ltr:pl-8 rtl:pr-8"><div class="border-x border-neutral-300 bg-neutral-100 h-2"></div><div class="border-y ltr:border-l rtl:border-r border-neutral-300 bg-white p-4 flex space-x-2 rtl:space-x-reverse items-center"><i class="fas fa-chart-bar text-neutral-400"></i><span class="font-semibold text-sm text-[#428bca]"><span translate="true" keyword="Projects">Projects</span></span></div><div class="border-x border-neutral-300 bg-neutral-100 h-2"></div></div></div></div> <h2 translate="true" keywords="NewProject" id="1">Creating a New Project</h2> <p translate="true">To create a new project:</p> <ol> <li><p translate="true" keywords="Projects">Navigate to the <code>Projects</code> tab in the left-hand menu.</p> </li> <li><p translate="true" keywords="NewProject">Click the <code>New Project</code> button at the top of the screen.</p> <p translate="true" keywords="NewProject"><div><div class="border rounded p-0.5 inline-block pointer-events-none"><div class="mt-4 ms-4 pe-8 items-center bg-neutral-100 p-4 border-neutral-200 border-s border-t rounded-ss-lg dark:bg-slate-800 dark:border-slate-700 dark:shadow-none flex space-x-4 rtl:space-x-reverse shadow-[inset_0px_1px_0px_#fff]"><span class="text-base font-bold text-neutral-300 dark:text-gray-400 [text-shadow:_1px_1px_0px_#fff]"><span translate="true" keyword="Projects">Projects</span></span><span class="text-neutral-300 hover:text-neutral-400"><i class="fas fa-square-question" style="font-size: 16px"></i></span><span class="bg-white text-neutral-700 border border-neutral-300 font-semibold rounded-md py-2 px-4 text-sm"><span translate="true" keyword="NewProject">New Project</span></span></div></div></div> </li> <li><p translate="true">Enter a title for your project in the <code>Name</code> field.</p> </li> <li><p translate="true">Fill in any additional details as needed.</p> </li> <li><p translate="true">Click <code>Create</code> to save the new project.</p> </li> </ol> <h2 translate="true" id="2">Assigning Transactions to a Project</h2> <p translate="true">Once your project is set up, you can link relevant financial transactions to it. When entering income or expenses:</p> <ul> <li translate="true">Look for the <code>Project</code> drop-down menu within the transaction form.</li> <li translate="true">Select the appropriate project from the list.</li> </ul> <p translate="true">This links the transaction to the project, ensuring accurate tracking of all associated income and expenses.</p> <h3 translate="true" keywords="PurchaseOrders">Assigning Purchase Orders</h3> <p translate="true">Purchase orders can also be assigned to projects:</p> <ul> <li translate="true">When creating a purchase order, select the relevant project from the <code>Project</code> drop-down menu.</li> </ul> <p translate="true" keywords="Projects PurchaseOrders">Although purchase orders are not actual costs until they are invoiced, assigning them to a project allows you to anticipate potential upcoming expenses. They will appear under the <code>Purchase Orders</code> column in the <code>Projects</code> tab.</p> <h2 translate="true" id="3">Monitoring Project Financials</h2> <p translate="true" keywords="Projects">The <code>Projects</code> tab provides a comprehensive overview of each project's financial status through several key columns:</p> <h3 translate="true">Name</h3> <p translate="true">Title of the project. This helps you identify and distinguish between different projects.</p> <h3 translate="true" keywords="Income">Income</h3> <p translate="true">The total income assigned to the project. This includes all revenue linked to the project through sales invoices, receipts, and other income transactions.</p> <h3 translate="true" keywords="Expenses">Expenses</h3> <p translate="true">Cumulative expenses allocated to the project. This encompasses all costs recorded against the project, including purchase invoices, payments, and expense claims.</p> <h3 translate="true">Profit</h3> <p translate="true" keywords="Expenses Income ProfitAndLossStatement">Net profit calculated by subtracting <code>Expenses</code> from <code>Income</code>. This figure represents the project's profitability. Clicking on the profit amount redirects you to a detailed <code>Profit and Loss Statement</code> for the project, providing an in-depth analysis of income and expenses.</p> <h3 translate="true" keywords="PurchaseOrders">Purchase Orders</h3> <p translate="true">Shows the total value of un-invoiced purchase orders assigned to the project. Clicking on the amount displays a list of all purchase orders linked to the project that are pending invoice processing. This helps you keep track of upcoming expenses that have been committed but not yet realized.</p> <h3 translate="true">Revised Profit</h3> <p translate="true">The <code>Revised Profit</code> adjusts the net profit by subtracting the cost of uninvoiced purchase orders. This provides a more accurate reflection of the project's financial status by considering pending expenses.</p> <p translate="true"><strong>Example:</strong> If the profit is $10,000 and there are $2,000 in uninvoiced purchase orders, the revised profit would be calculated as:</p> <pre><code>Revised Profit = Profit - Purchase Orders Revised Profit = $10,000 - $2,000 Revised Profit = $8,000 </code></pre> <p translate="true">This adjusted figure helps you anticipate the actual profitability after all pending costs are accounted for.</p> <h2 translate="true" id="4">Utilizing Project Reports</h2> <p translate="true">By leveraging the project's detailed financial data, you can:</p> <ul> <li translate="true">Assess the profitability of individual projects.</li> <li translate="true">Identify areas where expenses may be reduced.</li> <li translate="true">Make informed decisions about future investments or resource allocation.</li> </ul> <p translate="true" keywords="ProfitAndLossStatement">Regularly reviewing the <code>Profit and Loss Statement</code> for each project ensures you stay informed about its financial health.</p> <h2 translate="true" id="5">Conclusion</h2> <p translate="true" keywords="Projects">The <code>Projects</code> feature in Manager.io empowers you to manage your business more effectively by providing granular insights into each project's financial performance. By assigning transactions to projects and monitoring their income and expenses, you can optimize operations and enhance profitability across your business endeavors.</p> </div></div></div><div class="hidden xl:sticky xl:top-[4.5rem] xl:-mr-6 xl:block xl:h-[calc(100vh-4.5rem)] xl:flex-none xl:overflow-y-auto xl:py-16 xl:pr-6"><div class="w-56 mb-8"><h2 class="font-display text-sm font-medium text-slate-900 dark:text-white"><span translate="true" keywords="">On this page</span></h2><div class="mt-4 text-sm prose prose-slate prose-a:block prose-a:py-1 prose-a:no-underline prose-a:text-sky-600 hover:prose-a:text-sky-700 hover:prose-a:underline hover:prose-a:underline-offset-4"><a href="#1" translate="true" keywords="NewProject">Creating a New Project</a> <a href="#2" translate="true" keywords="">Assigning Transactions to a Project</a> <a href="#3" translate="true" keywords="">Monitoring Project Financials</a> <a href="#4" translate="true" keywords="">Utilizing Project Reports</a> <a href="#5" translate="true" keywords="">Conclusion</a> </div></div><div class="w-56 mb-8 border p-4 rounded bg-yellow-50 text-sm text-slate-700"><div class="font-semibold leading-6"><span translate="true" keywords="">Didn't find what you are looking for?</span></div><div class="mt-1"><a href="/chatbot" class="text-sm text-blue-600 border-b border-blue-600 leading-6" hx-boost="true"><span translate="true" keywords="Guides Chatbot">Use chatbot to interact with the guides</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></div></div><div class="w-56 mb-8 border p-4 rounded bg-neutral-50 text-sm text-slate-700"><div><div class="grow"><div><span translate="true" keywords="">These guides are work in progress. You can visit our previous guides.</span></div></div><div class="mt-4"><a href="https://www2.manager.io/guides" class="text-sm text-blue-600 border-b border-blue-600">www2.manager.io/guides</a></div></div></div></div></div></div></body></html>

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