E-Manager Documentation

Introduction

Welcome to e-Manager Accounting App, a comprehensive financial management solution designed to streamline and simplify your business operations. Whether you are managing income, expenses, taxes, inventory, or customer relationships, e-Manager offers a centralized platform to handle all essential accounting tasks with ease and efficiency.

This documentation provides detailed information about the features and functionalities available in the system, organized into clearly defined modules for easy navigation and understanding. Each module is built to support real-time data management, improve financial accuracy, and enhance decision-making through intuitive dashboards and reports.

Key Capabilities:

• Company and system settings management

• In-depth reporting and analytics

• Full income and expense tracking

• Customer and vendor relationship management

• Tax, currency, and localization controls

• Inventory and stock management

• Secure data import/export features

e-Manager is suitable for small to medium-sized businesses looking to gain better visibility and control over their financial operations.

Dashboard

The Dashboard in the e-Manager Accounting App provides a comprehensive overview of your company’s financial performance and key metrics at a glance. It offers interactive components and customizable display options to suit your workflow.

Income Summary:

• Displays a quick snapshot of your total income over the selected period.

Expense Summary:

• Summarizes all recorded expenses to provide insight into spending trends.

Total Profit:

• Automatically calculates and displays net profit based on income and expense data.

Visual Charts:

• Interactive charts for Income, Expenses, and Profit to help visualize financial performance over time.

Date Filtering:

• Filter dashboard data by a specific date range and save your selected date preferences for future sessions.

Income by Category:

• View a breakdown of income categorized by type for more granular analysis.

Dashboard Style Options:

• Customize the appearance of the dashboard to match your preferences.

Content Visibility Control:

• Hide or show individual dashboard components based on your needs.

Manage Stock & Inventory

The Stock & Inventory Management section in the e-Manager Accounting App allows you to effectively manage item records, streamline inventory tracking, and maintain up-to-date product information.

Item Search:

• Quickly locate items in the inventory table using the item name as a search filter.

Add New Items:

• Easily add new item records as needed to maintain accurate inventory data.
• Bulk Actions:

  • Delete: Select multiple records to delete items in bulk.

  • Duplicate: Duplicate one or multiple item records for faster data entry.

  • Edit Items: Modify existing item records directly from the table.

Import/Export:

• Import or export item data via Excel files for reporting, backups, or integration purposes.

Incomes Management

The Income Module in the e-Manager Accounting App allows you to efficiently manage income-related records, including invoices, revenues, and customer information. This module is divided into three key sub-sections:

1. Invoice Details

• Create new invoices with detailed billing information.

• Search and filter invoice records using the customer name.

• Perform bulk actions such as add, delete, or duplicate invoice records by selecting multiple rows.

• Import and export invoice data via Excel files for seamless data management and backup.

2. Revenue Details

• Record new revenue entries with complete transaction details.

• Filter and search records by date, category, and account.

• Edit, delete, or duplicate multiple records at once using bulk selection.

• Export and import revenue data using Excel sheets for ease of reporting and synchronization.

3. Customer Information

• Add and manage customer contact records.

• Search customer data using the customer name filter.

• Perform bulk actions such as delete, duplicate, import, and export using Excel sheets for customer record management.

Expenses Management

The Expense Module in the e-Manager Accounting App enables you to manage your organization’s expenses efficiently by tracking payments, bills, and vendor information. It is structured into three main sections for streamlined financial management:

1. Payment Details

• Record and manage expense transactions.

• Search expense records using filters such as date, category, and account.

• Perform bulk actions such as edit, delete, and duplicate by selecting multiple rows.

• Import and export expense data via Excel sheets for easy data handling and backups.

2. Bill Details

• Create new bills with detailed information.

• Associate bill items with specific vendors.

• Search and filter bill records using the vendor name or other relevant parameters.

3. Vendor Information

• Add and manage vendor profiles.

• Enable or disable vendors as required.

• Edit, delete, or duplicate multiple vendor records using bulk selection.

Banking Management

The Banking Details section allows you to manage all banking-related records within the system. It is organized into three sub-domains for efficient tracking and control:

1. Account Details

• Add new bank accounts to the system.

• Easily search and filter account information using the account name.

• Perform bulk actions such as adding, deleting, or duplicating multiple account records by selecting multiple rows from the table.

2. Transaction Details

• Record both income and payment transactions with detailed information.

• Search transaction data using the associated account name.

• Import and export transaction records using Excel files, making data management more flexible and accessible.

3. Transfer Information

• Add records for fund transfers between accounts.

• Search transfer data by account name for quick access to specific entries.

• Edit, delete, or duplicate multiple transfer records using bulk selection.

• Import and export transfer records through Excel files for seamless data handling.

Reports

The Reports section in e-Manager provides a comprehensive overview of your system’s financial and operational performance. It delivers insightful summaries and detailed breakdowns to support informed decision-making.

Expenses Summary

• View a consolidated summary of all your business expenses over a selected period.

Income Summary

• Track your income from various sources, helping you monitor revenue trends and performance.

Daily Reports

• Get daily activity reports that give you a quick snapshot of transactions, operations, and system usage.

Profit and Loss Statement:

• Analyze your financial health through detailed profit and loss reports that reflect income, expenses, and net profit.

Custom Date Range Filters:

• Generate reports for specific time periods to monitor progress or compare financial performance.

Export Options:

• Download reports in various formats for sharing, archiving, or further analysis.

Control Panel

The Control Panel provides a centralized interface for configuring your system settings across seven key domains. Each domain includes features that allow you to tailor the system according to your organizational needs.

1. Company Information Settings

• You can modify your company’s identity or switch to a different company by updating the company settings.

• Update details such as the company name, email address, tax identification number, logo, and physical address.

2. Localization Settings

• Adjust localization settings based on your geographical preferences.

• Configure the date format and time zone.

• Modify the financial year, discount placement, percentage positioning, and other locale-specific preferences.

3. Default Settings

• The system includes predefined default settings, which can be customized as needed.

• You can change the default account type, currency, and payment methods to meet your operational or customer-specific requirements.

4. Email Settings

• Configure your email system using various supported protocols.

• Available email protocols include: Log Email, PHP Mail, SMTP Mail, and Sendmail.

• Choose the email protocol that best suits your environment and requirements.

5. Categories Settings

• Add new categories as required.

• Edit, duplicate, enable, or disable existing categories.

• Assign color codes to categories for better visual organization.

6. Currencies Settings

• Add new currencies and update exchange rates to accommodate your customers’ preferences and company needs.

• Modify, delete, or duplicate existing currencies as necessary.

7. Taxes Settings

• The Taxes Settings section offers comprehensive tax configuration features.

• Add new tax rates, enable or disable taxes, and manage tax records.

• Import or export tax information for backup or integration purposes.