General Admin

This module allows managing your Clients, Products or Services, Accounts (think Cash Book or FNB Bank Account) and Employees*. Fill in once and reuse throughout the Business Manager platform.

Add your Clients once, with all their business details. Send them Emails on your business email template and know if they have read them or not. Generate Statements and account aging (requires Accounting module subscription).

Adding your Products or Services allows for quicker generation of Quotes or Invoices. Once they have been added, while editing a Quote/Invoice line, use the Code field's type-ahead functionality to quickly get the products details. Then you can edit the line details on the Quote/Invoice without affecting the saved Product.

List your Business Accounts in order to link your Income and Expenses. This allows generating Account summary statements so you can manage your spending more effectively. Business Manager can automatically import your account history for a linked Appture Pay account. (Generating Expenses and Receipts requires an Accounting module subscription).

Employees will form part of our Pay-Roll module which is in development and coming soon.