The Managely Application
Once a User has logged into Managely, the User will be presented with a main application menu on the left side of the page. Since each User is set up with particular User privileges, the application menu will only display the options for which the User’s Role has been granted permissions.
The application contains four modules: Accounts Receivable, Accounts Payable, Inventory, and eForms. Clicking on the arrow at the upper left of the main menu will expose the modules for selection. Each of the modules have separate menus, however, each module menu (except eForms) contains three common menu options: GL, Reports and Setup.
Information about each menu option, is covered under each module topic within this help utility.
Accounts Receivable Menu
The Accounts Receivable menu contains options that are customer related. These menu options are:
- Customers
- Invoices
- Payments
- RMR
- Work Orders
- Proposals
- Calendar
- GL
- Reports
- Setup
When clicking on a menu option, a new page will be displayed.
Accounts Payable Menu
The Accounts Payable menu contains options that are vendor related. These menu options are:
- Vendors
- Bills
- Payments
- Print Checks
- Purchase Orders
- GL
- Reports
- Setup
When clicking on a menu option, a new page will be displayed.
Inventory Menu
The Inventory menu contains options that are parts related. These menu options are:
- Warehouses
- Parts
- Part Ledger
- GL
- Reports
- Setup
When clicking on a menu option, a new page will be displayed.
eForms Menu
The eForms menu contains options that are related to designing and maintaining eForms, which are used in the Proposals module, and customer records. These menu options are:
- Templates
- Setup
- Reports
When clicking on a menu option, a new page will be displayed.
