Admin Manager - Overview

Admin Manager is the central place to configure the business node.

It is intended for Administrators (business owners, directors, or delegated administrators).

Purpose

Use Admin Manager to:

• Configure the business node and core accounting settings.
• Manage configuration modules in a consistent, “tree + details” workspace.
• Return to modules quickly while preserving your place in the configuration tree.

How it works

On desktop, Admin Manager uses a split layout:

• Left pane: configuration tree
• Right pane: selected module (embedded)

On mobile devices, modules open as full pages.

Modules

This index will expand as additional modules are integrated.

• Setup
  • Configure the baseline business node setup.
  • Re-initialise the business node with new settings (e.g. after a trial or tutorial).
• File Transfer
  • Browse registered files by content type (Images, Documents, Templates).
  • Sync the database with the server file system.
  • Upload, download, view details, and delete files.
• HTML Templates
  • Assign HTML templates per template type.
  • Manage embedded .tpl fragments and template images.
  • Parse templates to validate output rendering.
• Mail Host
  • Manage SMTP host profiles and select the active sender.
  • Send a test email and review the result in Event Logs.
  • Rotate encryption keys used for stored mail passwords.
• Users - Registration process
  • Registration states and the end-to-end workflow.
  • Troubleshoot missing emails and pending approval.
• Users
  • Process confirmed registrations by creating Usr.tbUser.
  • Assign roles and delete users safely.
• Financial Periods
  • Set the financial year and monthly boundaries.
  • Close months (Period End) and rebuild closed periods after historic changes.
• Tax Configuration
  • Tax Settings: due rules and scheduling per tax type.
  • Tax Codes: VAT codes and rounding rules used in transactions.
  • Tax Rates & Adjustments: corporation tax rates over time and windowed adjustments.
• Classifications
  • Invoice Settings: set the next document numbers per invoice type.
  • Subject Types: classify organizations (customers, suppliers, banks, etc.) using cash polarity.

Related deployment documentation

• Node Initialisation
• Initialisation Templates