Getting started
MannaBooks runs your business in one place: sales, purchasing, stock, accounting, payroll and KRA compliance. Everything happens inside a workspace, which is one business.
1. Create your account and workspace
Sign up with your name, email, a password and your business name. MannaBooks creates your account and your business workspace together, and you become its Owner. It sets up:
- the preset roles (Owner, Admin, Accountant, Sales, Cashier, Store manager, HR manager, Self-service);
- a default branch called Head office;
- a chart of accounts, tax rates, currencies and your current financial year.
One account works for every business you belong to. To add another business later, use New workspace on Your workspaces.
If a colleague invited you, open their invitation link and sign up from there: you join their workspace and no new one is created.
2. Choose what you want to do first
The first time an Owner or Admin opens the Overview, MannaBooks asks what the business wants to do first:
| Goal | Switches on |
|---|---|
| Send invoices and get paid | Sales and invoicing, Cash and banking |
| Run a shop with a till | Sales and invoicing, Point of sale, Purchasing, Stock and warehouses, Cash and banking |
| Manage stock and warehouses | Purchasing, Stock and warehouses |
| Run jobs and projects | Sales and invoicing, Purchasing, Cash and banking, Projects |
| Make products | Sales and invoicing, Purchasing, Stock and warehouses, Manufacturing, Cash and banking |
| Run payroll | Leave and payroll, Cash and banking |
| Everything | Every module |
The menu then shows only those modules, so it stays short. Accounting, reports, customers, products, suppliers, employees and settings are always there. You can switch any module on or off later in Settings > Modules; switching one off only hides it, and nothing is deleted.
3. Follow the checklist
The Overview then shows a short checklist for your goal, for example Add your KRA PIN, Add your products with the stock you have and Open a till shift and make a sale. Each step ticks itself off when it is done, and the list disappears once everything is set up.
Getting around
- The left menu shows only the pages your role allows.
- The Guide button on each page opens the guide for that page.
- Switch workspace at the top takes you back to your list of businesses.
- Under your name (top right): My account to change your password, and Sign out.