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Company Info
The Company Info setup page is used to enter information related to your company. Click the Edit Info button at the upper right to enter or make changes. The Company Info Edit form is displayed. Enter or edit your company information, and then...
Managely Dashboards
To display the dashboard in Managely, an Administrator must have the correct permissions. Navigate to Setup > Company > User Manager Locate the Administrator User Role; click Edit Navigate to the Business Intelligence tab Toggle ON the ...
Preferences
The Preferences section is comprised of seven separate tabs, which contain default information related to how Managely will work for each company. Logos On the Logos tab, you can upload image files that are used for your company (the logo that a...
System Defaults
Use this page to set default values that will be used in various areas of the application. Setting defaults expedite the data entry process for users. Data entry fields preceded by an asterisk are required. The software automatically ass...
Theme Editor
This page shows the current color theme used throughout the application. The color theme applies to all users who log in, unless the users have applied their own theme colors (Setup > Company > User Manager). Use this page to change the color theme...
Accounting Periods (Pro)
Accounting periods track general ledger activity within a given time frame. These periods are divided into years that have 12 periods (months) within them. You can manage accounting periods, meaning the start of their fiscal year and the current yea...