How each part of MannaBooks works. New guides arrive with each module.
Start here
Getting started
Create your workspace, choose what you want to do first, and follow the checklist.
Organisation
Workspace settings
Business details, KRA PIN, VAT, modules, financial year and numbering.
Organisation
Branches
The shops, offices and sites you operate from.
CRM
CRM: leads, deals and follow-ups
Track who might buy, your pipeline of deals, and every call and meeting.
Sales
Business inbox
Send invoices, quotes and LPOs straight into other MannaBooks businesses' books.
Point of sale
Online shop
Your own shop page: customers order and pay by M-Pesa, orders become cash sales.
Organisation
Plan and billing
The plans, your free trial, paying by M-Pesa, and what happens if a payment is missed.
Start here
Analytics
What needs attention today: sales against last month, quotes waiting, money owed both ways, cash.
Start here
Help and feedback
Ask MannaBooks a question, report a problem or send an idea.
Organisation
Import and export
Bring in customers, suppliers, products and opening balances from a spreadsheet; export any list.
Accounting
Company groups
Several businesses reported together, with sales and loans between them taken out.
Organisation
Departments and in-charges
Group staff, and decide who is in charge of each module.
People
My leave and pay
Your leave days, leave requests and payslips.
People
Leave
Asking for, approving and tracking leave.
People
Work reports
Ask your team for regular reports, and submit your own.
People
Payroll
PAYE, SHIF, NSSF and Housing Levy, payslips and paying staff.
People
Employees and self-service
Staff records, reporting lines and giving staff a login.
People
Team, roles and access
Invite people, choose their role, and control what they can do.
Control
Audit log
See who changed what, and when.
Sales
Customers
Who you sell to, what they owe, and their statements.
Sales
Products and services
What you sell, at what price and VAT rate.
Sales
Catalogues
Send clients a list of products; they pick, and the quotation writes itself.
Sales
Quotations
Offer a price, follow it up and turn it into an invoice.
Sales
Invoices
Bill customers on credit, and correct or void invoices.
Sales
Customer payments
Record M-Pesa, bank and cash payments against invoices.
Sales
Cash sales
Sales paid on the spot, with a printed receipt.
Sales
Credit notes
Returns, overcharges and discounts after the sale.
Sales
Debit notes
Charge more against an invoice already issued.
Sales
Delivery notes
Send goods and get them signed for.
Sales
Recurring invoices
Rent, retainers and contracts invoiced on a schedule.
Sales
Payment reminders
Emails to customers before and after invoices fall due.
Sales
Sharing with customers
Private links to invoices and statements, with M-Pesa pay.
Sales
Categories and units
Group products, set category defaults, and buy and sell in cartons, bags or shots.
Sales
Price lists
Wholesale, staff and contract prices for groups of customers.
Point of sale
Point of sale
Sell at the till, run shifts and count the cash.
Point of sale
Loyalty
Points, tiers and rewards for returning customers.
Point of sale
M-Pesa (Daraja)
Connect your paybill or till for prompts and automatic matching.
Sales
KRA eTIMS
How documents get signed by KRA, and setting up your device.
Purchasing
Suppliers
Who you buy from, what you owe and withholding tax.
Purchasing
Purchase orders (LPOs)
Order goods, get them approved and print the LPO.
Purchasing
Service orders
Order work from suppliers and confirm it is done.
Purchasing
Goods received
Record deliveries and put stock into the warehouse.
Purchasing
Bills
Enter supplier invoices, input VAT and what you owe.
Purchasing
Payment vouchers
Approve payments to suppliers before money goes out.
Purchasing
Supplier payments
Payments to suppliers and withholding tax.
Inventory
Inventory
Stock levels, average cost, warehouses, transfers and adjustments.
Inventory
Stock takes
Count your stock and post the differences.
Inventory
Manufacturing
Recipes with their cost and margin, production, and products made when sold.
Cash and banking
Cash and banking
Bank, M-Pesa and cash accounts, and moving money between them.
Cash and banking
Expenses
Costs paid on the spot, with their VAT.
Cash and banking
Other income
Interest, rent received and other money that isn't a sale.
Cash and banking
Bank reconciliation
Import statements, match them and prove the books are right.
Accounting
Chart of accounts
The accounts your money is recorded in, and their balances.
Accounting
Journal entries
Record, post and reverse entries in the books.
Accounting
Opening balances
Start MannaBooks with the balances you already have.
Accounting
Financial years and periods
Lock finished months and close the year.
Accounting
Currencies and exchange rates
Trade in other currencies at the right rate.
Accounting
Tax rates
VAT, withholding taxes and KRA eTIMS codes.
Accounting
Trial balance
Every balance on a date, and proof the books balance.
Control
Approvals
Approval chains for orders, vouchers, payroll and budgets.
Accounting
Budgets
Plan the year month by month and compare it with what happened.
Accounting
Fixed assets
The asset register, monthly depreciation, and selling or scrapping assets.
Accounting
Cost centres
Track the profit of a shop, vehicle, farm or programme on its own.
Projects
Projects
Job costing: the income, costs and profit of each job or contract.
Accounting
Financial reports
Profit and loss, balance sheet, ageing, sales by category and the VAT summary.