Manor knowledge base
Search our guides and articles to find the answers you need.
Overview of the personal settings in your Manor profile: your contact details and display preferences, notification options, language and start page, daily target, and the other profile pages for picture, integrations, date and time, password, devices and authentication.
How employees request time off from Profile > Vacation requests: the request list and its columns, how to submit a new request (start date, end date, note), the date validation message, how to view and edit a pending request, how to withdraw one, the request statuses, who may approve a request, the status notifications, and what happens after a manager approves it — including the Add vacation time entries shortcut. Requires payroll to be enabled for the firm.
How to set your personal timezone, date format and time format under Profile > Date and time, which options Manor offers, and the default settings that apply when you do not choose your own.
Guide to managing your Manor account password, including how to change your password, password strength requirements, and security best practices. Explains password security measures, two-factor authentication, and steps to take if your password is compromised.
Explains the Devices page in your Manor profile, which lists the sessions signed in to your account, shows when each device last logged in, and lets you sign out a device you no longer use.
Comprehensive guide to setting up and managing two-factor authentication (2FA) in your Manor account. Covers how to enable 2FA, configure authentication settings, and use authenticator apps or email verification for account security. Explains how 2FA protects your account and best practices for maintaining security.
Explains how to connect external services like Outlook, Google, and Court Events to your Manor profile. Covers managing personal integrations to automatically create beats from email, calendar, and calendar events, which can be converted to billable time.
Upload, crop, and delete the profile picture that identifies you as a user in Manor. The picture shown in the top navigation bar and in your profile.
Describes how to create and use time entry presets to quickly log time with pre-filled data. Explains preset fields, how to create and delete presets, and best practices for efficient time entry.
Explains how to set up and use automated invoice generation to automatically create and send invoices to clients on a scheduled date. Covers enabling automation, the invoice date, day of month and invoice period options, prerequisites, and disabling automation.
Explains how to select Payday as the invoicing integration in Manor firm settings, configure the Payday connection (Client ID and Client Secret), enable electronic invoices for Icelandic customers, and how invoice posting works once connected.
Explains how to connect a firm to Microsoft Dynamics 365 Business Central using OAuth from the firm settings, and what the connection synchronizes — client data (preferred payment means) and invoice payment status — and how often the synchronization runs.
Comprehensive guide to configuring invoice splits in Manor. Explains how to divide project billing across multiple clients by percentage, assign unique buyer contacts and reference numbers to each split, and manage split invoicing.
Explains invoice proposals - draft invoices that are prepared and reviewed before an invoice is issued. Covers how to create a proposal from the invoice form, the proposal statuses, how to review, accept, or cancel proposals from the Invoice proposals list, and how to produce a proforma invoice for client review.
Explains how to connect Manor to Regla accounting software (username and password in firm settings) and how the invoice-issuing workflow behaves once connected: choosing to create the invoice in Regla, the automatic posting to Regla, the invoice number Regla returns, national ID matching, required product numbers, downloading the Regla invoice, credit invoices, and how payment status behaves.
Guide to managing invoice delivery status in Manor. Track successful and failed invoice deliveries, monitor delivery attempts, and export delivery reports. Essential for ensuring invoices reach clients reliably. Applies when Manor issues invoices itself (native Manor invoicing) and an e-delivery provider / delivery method is configured.
Explains how to select the DK invoicing integration in Manor firm settings, configure the DK connection (API token, invoice display and email settings), and how the invoice-issuing workflow behaves once connected to DK: automatic push to DK, the DK-assigned invoice number, how DK settlement statuses map to Manor's Paid / Partially paid / Unpaid states, when the payment-status synchronisation runs, and the DK-specific options that affect issuing.
Guide to configuring personal balance table settings in Manor, including toggling between VAT inclusive or exclusive amounts and displaying figures in project/client currency or the firm's local currency.
Overview of the Billing section covering invoicing, invoice proposals, invoice splits, delivery tracking, automation, and external integrations. Explains the billing workflow, key features, and how different billing functions work together to manage client invoicing and payment tracking.
The complete workflow for issuing an invoice in Manor without an external accounting system: gathering billable balances, selecting the client/payer, choosing items and periods, applying VAT, currency and language, editing the invoice, previewing it, issuing it, delivering it, and tracking paid or unpaid status. It also explains how to issue an invoice in a foreign currency, covering the currency used, the exchange rate applied and the bank account shown on the invoice.
Explains how to select the DK (XML file export) invoicing integration in Manor firm settings, configure its settings (salesperson number, use dash in national ID, accountant email, invoice footer text, project/contact display), and how invoices are exported as an XML file for manual import into DK accounting software — including the Invoice files workflow and what the accountant receives.
Explains how to configure invoice settings including firm information, bank accounts, numbering sequences, invoice layouts, and default payment terms. Covers everything needed to generate professional, compliant invoices.
Comprehensive guide to viewing and managing client balances in Manor. Covers outstanding billable amounts, filtering options, display settings, creating invoices from balances, and best practices for monitoring what clients owe.
Summary of the Balances view in Manor, linking to the comprehensive Balances Overview guide. Covers outstanding billable amounts, filtering options, display settings, and invoice generation.
Explains proforma invoices as PDF previews of invoice proposals that can be downloaded or emailed to clients for review before final invoicing. Covers what the Proforma invoice panel shows and how to access it from the Invoice proposals list.
Explains Pricing History in Manor, a tool for viewing the initial prices set for all rates and tracking what your rates were originally defined as. Covers accessing the pricing history view, filtering rates, and understanding the purpose of tracking initial prices for auditing and historical reference.
Describes rate categories as optional groupings for organizing rates in the pricing UI. Explains how to create, edit, and delete rate categories without directly affecting pricing calculations.
Explains Price Monitoring in Manor, a tool for tracking special prices and discounts applied to rates across projects and clients. Covers how to access the feature, filter and group data, and use monitoring to ensure pricing accuracy.
Overview of the Pricing section as the control center for managing rates, rate categories, framework agreements, pricing periods, cost pricing, pricing history, price monitoring, and currencies in Manor.
Explains the firm-wide Rate settings dialog opened from Management > Pricing with the Settings button, covering personal time rates, enabling framework agreements, and the default product numbers used on invoice lines.
Comprehensive guide to pricing discounts in Manor. Explains how client, project, and activity discounts work across billable types and specific rates, the pricing hierarchy, surcharge support via negative percentages, and managing discount records via the pricing dialog.
Comprehensive guide to Manor's pricing system, explaining how prices are resolved using a most-specific-wins hierarchy across activities, matters, clients, pricing periods, and standard rates. Covers viewing and setting prices at each level, recording product numbers (vörunúmer) for the standard rates used by accounting integrations, and troubleshooting common pricing issues.
Describes the Management > Pricing > Active currencies administration page: how to open it, what the currency list shows, the exchange rate and exchange rate date columns, and how to enable a new currency so it becomes active.
Comprehensive guide to pricing periods in Manor, covering how to set up and manage time-based price overrides. Includes creating pricing periods, applying prices by date, best practices, and troubleshooting common scenarios for managing rate changes over time.
Explains cost prices as internal estimates of what a rate costs the firm during a specific pricing period, used for profitability analysis. Covers how to set cost prices on individual rates or via cost pricing periods.
Explains cost pricing for rates in the system. Describes how to access and edit cost prices in the initial pricing period to track internal costs for profitability analysis.
Step-by-step guide to the Rates page under Management > Pricing: how to create, edit, filter, bulk-edit and deactivate rates, what each field in the New rate and Edit rate forms means, and how rates relate to pricing periods, cost prices, and product numbers.
Explains framework agreements as contracts that establish standard rates and authorized employees for multiple projects with a client. Covers creating, assigning rates, applying to projects, and managing framework agreements.
Describes currencies in Manor, including ISO codes, prefix/suffix formatting, decimal places, exchange rates, and how to manage currencies for use in transactions and billing.
Complete guide to the Projects data view in Manor. Browse, filter, sort, and export all project records across your firm with details on project numbers, national IDs, clients, owners, creation and closing dates, total logged hours, and the bulk actions available for selected projects.
Guide to the Analysis section, covering the Revenue accrued, Revenue billed, and Time views, their tabs, filters, period selector, time resolution, and breakdown tables, plus how to interpret accrued versus billed revenue and logged time.
Explains the Billables view in Manor's Data section, showing a unified list of all billable work items across time, travel, expenses, products, and per diems. Covers how to view, search, filter, sort, audit, and export billables.
Firm-wide list of all expense entries in the Data section. Explains how to browse, filter, export, edit, and bulk-manage expenses across every project and user, and lists the table columns.
Complete guide to the Clients data view in Manor. Browse, filter, sort, and export all client records with details on national IDs, invoice delivery emails, phone numbers, default currencies, open and closed project counts, and notes.
Overview of the Analysis feature in Manor, linking to the comprehensive Data Analysis Guide. Covers revenue accrued, revenue billed, and time analysis for tracking financial and operational performance.
Describes how to view, filter, and export all events in the system from the Data section. Explains event filters, sorting options, and how to access detailed event information.
Comprehensive guide to viewing and managing travel entries in the Data section, including search, filtering, and understanding travel-related fields such as distance, trips, rates, and billing status.
Viewing, filtering and managing retainer records in the Data section, including the retainers list view, its columns and filters, and the retainer detail view for tracking pre-paid service agreements.
Provides an overview of the Data section as the central hub for browsing and managing all record types in Manor, including billable items, projects, clients, tasks, and events. Explains each data type and how to use the section for auditing and analysis.
Explains the Published rates view in the Data section, a report that lists rates with their latest price and last price update date, and how to filter, sort and export it.
Explains the time entries data page where you can view all time logged in your organization, distinguishing it from the Times > Table view, with filtering and sorting options. Covers how to search, filter by client, project, project billing settings, rate, label, billing status, and other criteria, and how to export time entry data.
Complete view of all product entries in Manor. Browse, filter, and manage all products logged across projects with details on quantities, rates, payers, and billing status.
Firm-wide list of all per diem entries in the Data section. Explains how to open the list, filter it by client, project, user, rate, and billing status, export it, and edit or bulk-manage per diems across every project and user, and lists the table columns.
Describes how to view, filter, and export all tasks in the system from the Data section. Explains task filters, sorting options, and how to access detailed task information.
Describes project templates that contain pre-configured custom fields, initial process states, and other settings to standardize new project creation. Covers creating, editing, and using templates to streamline project setup.
Manage VAT (Value-Added Tax) rates used when recording expenses in Manor. Set up tax rates for different jurisdictions and applies them to expenses for accurate cost tracking and reporting.
Explains how to configure domestic and international bank accounts for a firm so the correct banking details appear on sales invoices in the matching currency. Covers IBAN, SWIFT, and domestic account fields.
Explains how to configure the length of the workday (daily working hours) in Manor at the company, firm and user level, and how these settings affect calendar views and time entry.
How to configure and manage rates and pricing in the Management section. Covers creating rates, organizing them into categories, setting up pricing for billing, and recording the product numbers (vörunúmer) that DK and Regla need on every invoice line.
Overview of the Management section covering tools for configuring organizational settings, managing pricing, templates, labels, hierarchy, locations, and more. Links to specific management topics for system administrators and managers.
Guide to the Management > Settings page in Manor, describing every settings card shown there — billing VAT rate, daily target, date and time, distance unit, project settings, accounting periods, internal settlement, pricing settings, and feature toggles — and how to edit them.
Comprehensive guide to managing firms in Manor, including firm information, invoicing setup, bank accounts, office hours, payroll settings, and other firm-specific configurations.
Explains how to bulk load data from Excel files into Manor using the Imports feature — clients, time entries, expenses, products and tasks — including the columns each import accepts, how project (matter) IDs and other references are matched, how validation and duplicate handling work, and why projects themselves must already exist and cannot be imported.
Describes how to organize a firm into departments and nested sub-departments on the Management > Hierarchy page. Covers viewing the hierarchy table, creating and editing departments, assigning department managers and employees, and customizing the terminology used for organizational units.
Covers labels as colour-coded tags that can be applied to clients, projects, activities, billables, and retainers to organize and categorize records. Explains how to create, manage, and use labels for filtering and reporting.
Guide to configuring payroll at the firm level in Manor. Covers the Payroll settings (periods, working hours, flextime, balance limits, billable ratio) and the separate Payroll rules dialog (leave and special project mappings, account numbers, daytime mode and units). Intended for administrators managing payroll across the firm.
Covers qualifications as skills, certifications, or competencies that can be assigned to employees to track expertise within the organization. Explains how to create, edit, and delete qualifications and assign them to users.
Explains how to create and manage departments to organize employees into logical groups within a firm, enabling team-based reporting, permission management, and hierarchy configuration. Covers creating sub-departments and assigning department managers.
Guide to the settings that control time units and increments in Manor, covering the firm-level minimum billable hours, the timer snap interval, the time fields on manual entries, and the calendar zoom selector.
Describes seniority levels used to classify employees within the firm. Covers creating and managing levels, and shows how user counts are tracked per level.
Describes locations as geographic or organizational units that can be assigned to users for reporting and analysis. Covers creating, editing, and deleting locations, and explains how they enable location-based reporting and resource management.
Comprehensive guide to accounting periods in Manor, explaining how to enable and configure custom billing cycles that differ from calendar months. Covers use cases, setup steps, impact on reporting and invoicing, and best practices for managing non-standard billing cycles.
Describes the Internal Settlement feature that enables organizations to manage invoicing and settlement between internal departments, firms, or entities. Explains how to enable internal settlement, configure invoicing order, and manage billable quantities for settlement invoices.
Describes custom fields that allow you to add extra data fields to project templates for capturing project-specific information not covered by standard fields. Covers field types, creation, editing, and use in reporting.
Service Portal Users documentation was removed because the service portal feature is not accessible through the user interface and cannot be verified by testing. This feature is disabled or not available in this environment.
Explains processes as named workflow definitions that specify the ordered states a project can move through, and how to create, edit, and delete them. Also covers starting a process on a project, switching and cancelling its state, and linking a process to a project template.
Explains the Profit analysis view for a single project, which compares earned revenue against cost of goods sold and shows the resulting profit or loss and profit ratio by activity and period, with a choice of revenue type.
How to record and support multiple paying parties on a single project in Manor: setting up an invoice split to divide billing by percentage, adding payer preferences (alternative payers plus buyer references), and choosing a payer on individual billables. Explains how each method is allocated and how it appears on invoices, with cross-links to the detailed articles.
Explains how project numbers are generated in Manor, why they are always sequential and immutable, how to arrange your own number series (a custom prefix/suffix or a continuation of an existing series) with Manor, and how the automatic project number relates to the optional External project number field.
Step-by-step guide to creating a project in Manor, covering the required fields, the optional Advanced project properties (contacts, VAT, language, type, budgets and warnings, invoice details, template, confidential flag and participants), and how to change the same settings later in the Edit project dialog.
Overview of the Project management view of a single project: the toolbar actions, the activity list with its Estimate, Qualification and Assignee columns, the Gantt-style timeline of activities, the date row used to create milestones, and the Excel export.
Complete guide on how to search and filter content, notes, time entries, billables, tasks, events, and files within a single project in Manor.
Overview of the Projects portfolio list in Manor: the columns and information shown for each project (including the Covered by retainer column), the filters available to narrow the list by client, status, owner, participant, label, state, retainer coverage and more, and how project status (open/closed) and workflow state are displayed and used.
Explains activities as sub-units of projects used to organize work, track time and budgets, assign responsibilities, and manage dependencies. Covers creating, editing, budgeting, and linking billable items to activities for transparent client billing.
Explains how to generate a work report for a single project: choosing chapters (time, travels, products, expenses, per diems), formatting and filter options, previewing the result, and exporting it as PDF or Excel, or sending it by email.
Describes the Progress analysis feature for projects, displaying detailed time tracking data including hours logged, decreases, increases, billable hours, and billed vs. unbilled amounts by activity and period. Helps monitor project progress against budgets.
Describes the File browser for storing documents on a project: opening it, uploading files by button or drag-and-drop, creating folders, downloading, renaming and deleting files and folders, moving items between folders, and filtering by name or file type.
Guide to Planning (Resource Planning) in Manor for viewing and managing resource allocation across projects and time periods. Covers how to view resources by user or task, filter by firm and department, adjust time granularity, and export data to Excel.
How to use the Copy and Move mass actions to replicate or reassign time entries and other billables from one project to another in Manor, plus a reference for all other billable mass actions (Delete, Change rate, Change payer, Write-off, Undo write-off, Edit selected items, Change billable hours, Change user) available on the Time and Data billable lists.
Comprehensive guide to the Project Management Timeline feature for visualizing and managing project activities, milestones, and timelines. Covers timeline views, creating milestones, managing activity timelines, exporting timelines, and using timeline controls to organize projects.
How to delete a project in Manor, including the permissions required, the restriction on projects that have invoices, the confirmation dialog and its warnings, what happens to related items, and how to delete several projects at once.
How to link contacts to a project from the Contacts field on the project page, including viewing linked contacts, adding existing or new contacts, and removing them.
Explains the optional External project number field in Manor: how an administrator enables and labels it, where it appears on projects, lists, the Data view and search, who can edit it, and how it relates to billing and the automatic project number.
How to link a project to a client retainer so that billable work is drawn from the pre-paid balance, where coverage is shown on the project, the Projects list and the retainer, and how to change or remove the link.
Rich text entries added to a project's timeline for recording information, tracking progress, or communicating with participants. Covers adding, editing, pinning, unpinning, and deleting notes.
Comprehensive guide to configuring project billing settings in Manor, including project billing type, VAT settings, language, budgets and warnings, invoice details (billing instructions, invoice comment, grace period, invoice layout, accounting cost, buyer reference and buyer contact), retainers, pricing, invoice splits, and payer preferences.
Explains how to assign project activities to team members, view qualifications and estimated hours, and use mass assignment tools in Manor Project Management.
A practical guide to the complete project workflow in Manor, from initial creation through closure. Covers setting up a project, tracking work, managing billing, and analyzing project performance.
Comprehensive guide to managing employment records in Manor. Explains how employment contracts are structured, key fields (user, type, employment ratio, date range), managing records under Payroll > Employments, and how employments link to firm payroll settings and user accounts.
Guide to Payroll Alerts in Manor: the blue, orange and red reminders that prompt employees to confirm their hours, how to edit each alert's timing (workdays before or after the period), custom text, and email and SMS delivery.
How employees review and confirm their logged hours for a pay period from Profile > Payroll: the pay period list and its columns, the pay period breakdown, the I have filed all my billables confirmation, what happens afterwards, whether it can be undone, and the payroll alert reminders.
Guide to the Payroll Confirmations pages in Manor: the confirmations list of pay periods and its ratios, the individual pay-period detail view with per-user confirmation status, its filters, the Close toggle and Delete pay period action, and how to confirm or unconfirm hours for one user or in bulk.
Guide to pay periods in Manor Payroll: how periods are generated from firm payroll settings, the pay period overview list, the period detail view (pay period, statistics and work quotas cards plus the users table), editing daily work quotas, adjusting the future periods buffer, and closing or deleting a period.
Guide to the Payroll Analysis page in Manor: the time-over-time table of logged hours per employee, its filters (payroll batch, project, pay period, unit), the day columns grouped by month, the per-employee drill-down and how the data relates to pay periods and payroll batches.
How managers and HR review time off in the Vacation area: the Vacation overview calendar (filters, granularity, legend, click-through) and the Vacation requests approval inbox (columns, filters, single and mass approve or deny, and the pending-count badge).
Guide to the Flextime report in Manor Payroll: the per-employee table of work quota, worked hours, flextime deposits and flextime withdrawals, the date range and firm/department filters, the Excel export, and how the report relates to active and passive flextime and balance limits.
Guide to Payroll Batches in Manor: previewing, creating, processing and exporting payroll runs. Explains the batch list columns, the preview options, downloading the Excel document, and the requirement for the 'Enabled with advanced payroll batches' option.
Overview of the Payroll section in Manor: how to enable payroll (including advanced payroll batches), what each Payroll page does and when it appears, and the standard payroll workflow from period generation to confirmation and processing.
Explains bundles, which group related billable items such as time, expenses, products, travels, and per diems under a shared date and project. Covers how to create, edit, and delete bundle records.
Covers expense tracking in Manor, including how to create expense entries, attach receipts, set billable amounts, and manage VAT rates. Explains how to record an expense in a foreign currency, how the exchange rate is determined, and how amounts are converted for billing and accounting.
Comprehensive guide to recording and managing travel entries in Manor. Covers all form details, distance vs. trip rates, personal vehicle tracking, project restrictions, write-offs, and editing guidelines.
Comprehensive guide to time entries in Manor, covering views (Day, Week, Month, Table, All Billables), how to create and edit entries, use the live timer, manage billable hours, configure advanced entry properties, write off unbillable time, and export data.
Describes how to add product entries to projects by selecting from a product catalog, specifying quantities, and linking to activities. Explains how products support revenue tracking and client billing, and clarifies when to use fixed-fee, per-piece products instead of hourly time entries.
Overview of billable types in Manor, covering the different categories of work you can log and bill to clients including time, travels, expenses, products, per diems, and bundles. Explains when to use each type and how they connect to invoicing.
Explains per diem entries for tracking daily living allowances during business travel. Covers how to create per diem records, set destinations and rates, and associate them with projects for billing.
Describes Revenue Billed analysis showing invoiced revenue with flexible filtering and breakdown tables. Explains how to use this view to track what has been billed to clients and compare it against accrued revenue to identify outstanding billing pipelines.
Describes the Average rate report in Manor, which shows the average price per hour for work across projects, clients, employees, labels, and departments. Helps identify which areas generate the highest value per billable hour.
Describes the Projects report in Manor, which shows hours logged and revenue breakdown by project. Helps managers understand project profitability and resource allocation.
The Hours report shows all hours logged in the system, broken down by project, client, employee, rate, and label. Includes filters, time resolution options, and metrics like time entry age and employee utilization.
Explains the Efficiency Report in Manor, covering time logging quality metrics including same-day logging scores, average time entry age, and project label coverage. Describes how to interpret efficiency metrics to improve time tracking practices and ensure timely data entry.
Describes the Billing report in Manor, which shows billed revenue broken down by time period, project, client, and employee. Helps track billing progress and revenue generation.
The Labels report shows how logged hours, billable hours, and revenue are distributed across project labels, helping you identify which label categories are most productive and profitable.
Describes the Clients report in Manor, which shows hours logged and revenue by client. Helps managers understand client profitability and resource allocation.
Explains how to use the Employees report to track time logged by each employee, including breakdowns by billable time, revenue, efficiency metrics, and project ownership. Covers how to filter and interpret employee performance data.
Describes the Billing percentage report in Manor, which shows what percentage of billable hours have actually been invoiced to clients. Helps track billing progress and identify unbilled work.
Describes the Analysis section providing real-time views of revenue accrued, revenue billed, and time logged, with flexible filtering and breakdown tables by employee, client, project, and department. Explains how to use analysis to compare earned versus invoiced revenue and track team utilization.
Explains the Billable ratio report in Manor, which calculates the billing percentage across projects, clients, employees, rates, labels, and departments. Shows trend charts over days, weeks, months, or years to monitor billing efficiency.
Introduces the Reports section in Manor, lists the available reports (revenue, hours, average rate, billable ratio, billed revenue, projects, clients, employees, labels, efficiency, write-off, billing percentage, and billing), and explains how to open a report, set the period and filters, change the time resolution, and where to export the underlying data.
How to export Manor tables to an Excel (.xlsx) file, including which screens support export, the steps to perform an export, what the export includes, and tips and limitations.
Explains the Write-off report in Manor, which shows hours logged on billable projects that were never billed. Covers the write-off hours and write-off percentage metrics, the calculation criteria, the period selector and Days/Weeks/Months/Years time resolution, and the breakdowns by period, client, project, and employee.
The Revenue report shows revenue generated from billable work in the system, broken down by project, client, employee, and rate. Includes filters, time resolution options, and metrics for revenue analysis across the firm.
Explains how to configure default roles that are automatically assigned to newly created users, including users provisioned via Single Sign-On (SSO) and manually created users. Covers accessing role settings and selecting which roles new employees receive by default.
Describes the My Performance page where employees can view personal time tracking statistics, hourly breakdowns by project, client, role, and label. Explains how to use the time resolution controls and interpret performance metrics to track personal productivity.
Reference guide to custom role permissions in Manor, detailing all permission categories and individual capabilities available in the permissions matrix.
Explains how administrators can enable or disable integrations connecting Manor to external services such as Outlook, Google, and the service portal, and how to review firm-level invoicing backends such as DK Invoicing. Covers both user-based and system-level integration settings.
Explains user roles in Manor, including system roles and custom roles, how to configure default roles for new users, and how roles control access to features and data. Covers creating, editing, deleting, and assigning roles to users.
Explains how to set up and use the OData v4.01 API connection in Manor to connect external BI and reporting tools such as Microsoft Excel, Power BI, and Tableau directly to Manor data.
Describes how to create and manage user accounts in Manor, including setting roles, departments, employment ratios, daily targets, and the personal time rate with its product number. Covers user access control, enabling/disabling accounts, and best practices for user management.
Explains how to configure holiday calendars in Manor to display holidays and non-working days in your calendar views. Covers selecting default holiday calendars and adding extra holiday calendars for accurate time tracking and scheduling.
Explains how to create and manage system users in Manor for API keys and electronic integrations without consuming human user subscription licenses.
Explains how to create and manage API keys that grant external applications access to the Manor API. Covers key fields, creation, editing, revocation, and security best practices.
Describes My Presets: personal time-entry presets that open the Log time form pre-filled. Explains how to use a preset from the toolbar dropdown and how to add, edit and delete presets on the Presets page.
Comprehensive guide to creating, editing, and managing custom roles and granular role permissions in Manor. Covers permission structure, role management, and access control.
Comprehensive guide to configuring and using SAML 2.0 Single Sign-On (SSO) in Manor, including setup instructions for Microsoft Entra ID, Just-In-Time (JIT) provisioning, default role assignment, and security best practices.
Explains the Microsoft Teams integration in Manor, which captures Teams call records via Microsoft Graph webhooks and automatically creates time suggestions (beats) for callers.
The Activity log records all user actions in Manor and lets administrators inspect the underlying audit requests down to individual tables and column-level changes. Covers accessing, filtering, and drilling into entries for accountability, troubleshooting, and compliance.
Overview of the Administration section as the central hub for user management, security, system access, and integrations. Explains each administration feature including users, roles, activity logging, API keys, and integrations.
Explains retainers as pre-paid service agreements where clients pay upfront for ongoing work, with balances drawn down as work is completed. Covers creating retainers, tracking usage, managing periods, analyzing financials, and exporting the retainer work report.
Guide to managing contacts in Manor: creating, viewing, searching, editing and deleting contact records, exporting the list, and seeing the projects a contact is involved with.
Detailed guide to managing client records in Manor, including creating clients, setting billing preferences, managing invoice delivery, and using special attention flags. Explains how client data supports reporting, project tracking, and compliance.
Covers the essentials of creating and maintaining client records in Manor: the client form fields, billing settings such as grace period, billing instructions and invoice comment, and the special attention flag. Emphasises keeping client data current for accurate invoicing and reporting.
Step-by-step guide to creating a client located outside your own country in Manor: creating the client record, entering a foreign address and billing address, choosing the client's billing currency, and handling VAT and tax details such as the client VAT number and cross-border (reverse charge / zero-rated) invoicing.
Explains how to generate a work report that covers all work and billables across every project of a client. Covers the client-level Work report action, chapters, options, status, period, project filter, and PDF/Excel/email export.
Explains Manor's optional Anti-Money Laundering (AML) extension: how administrators enable it, how projects are flagged with risky services, how the AML area lists and filters clients, how to record investigations, and how to configure due diligence questions.
Explains how to get Manor events into an external calendar such as Microsoft Outlook or Google Calendar. Covers the built-in calendar integration (there is no ICS/iCal feed or export file), connecting the account, selecting which calendars to push events to and pull events from, sync frequency, and limitations.
Explains that Manor list views and dashboards cannot be saved as presets. Presets save time-entry details for the Log time form, not filters, columns, sorting or dashboard layouts. Covers how list filters and sorting behave, and where to find presets.
Comprehensive guide to calendars in Manor. Covers event calendars, time tracking calendars (Day, Week, Month views), holiday calendars, calendar synchronization with Google and Microsoft Office 365, and how calendar integrations generate billable revenue beats.
Explains the All billables view in Manor's Time section, a unified overview of all billable items including time entries, expenses, travel, and products. Covers how to filter, search, export, and manage billables from the Time menu.
Guide to using Manor's global search to find projects and clients from anywhere in the application. Covers the header search bar, keyboard shortcuts, searchable fields (including project number / ID), and search result navigation.
Overview of the Organizing Work section as the central hub for managing daily activities, time tracking, tasks, events, and documentation. Explains each organizing work feature and how to use them for productivity and project management.
Describes how to use the Timer feature to start and stop tracking time in real-time. Covers starting a timer, editing timer settings, selecting projects and activities, and saving time entries.
Explains beats as automated time entry suggestions generated from your activity patterns and external integrations. Covers how beats work, where they appear, which integrations provide beats, and how to use them to streamline time tracking.
General guide to editing records in Manor: how records are opened, how saving works, how defaults and placeholders differ from stored values, validation and unsaved-changes warnings, and whether edits are audited.
Provides an overview of time tracking in Manor, covering how to log time in different views, use the timer, distinguish billable from non-billable work, manage flextime, and use time data for billing and profitability analysis.
How to view and manage in-app notifications in Manor from the bell menu and the Notifications page, how to mark notifications as read, and how to configure browser desktop alerts, notification-type preferences, and text message (SMS) alerts.
Covers events as scheduled appointments, meetings, or important dates in Manor that can be linked to projects with reminders. Explains how to create, edit, and view events in calendar and list views.
Information about new features, improvements, and updates to Manor. Stay informed about the latest changes and enhancements to the application.
Explains containers as physical boxes used to track the storage location of project-related paper documents. Covers creating, editing, and associating containers with projects using the physical storage feature.
Overview of the keyboard shortcuts Manor supports, including the in-app help dialog, global search, and two-key quick creation shortcuts.
Describes the Dashboard as the personal landing page showing time tracking progress, daily targets, connected projects, and upcoming tasks. Covers how to use it for quick access to important information and navigation to other areas of Manor.
Explains how to create and manage notes in Manor, which are used to document important information, decisions, and discussions related to projects. Covers creating notes, editing them, and organizing them within project activity feeds.
Explains how to synchronize Manor calendars with external services such as Google Calendar and Microsoft Outlook to keep appointments in sync across platforms. Covers setup steps, supported sync directions for each service, and how to push Manor events out to an external calendar.
Explains how to use the Quick Create menu to quickly create new records from anywhere in Manor. Covers the "Create new..." button in the top navigation and which types of records can be created, including time entries, billables, projects, clients, and more.
Explains tasks as internal to-do items for tracking work, deadlines, and action items linked to projects and assigned to team members. Covers creating, filtering, completing, and deleting tasks, plus recurring tasks, alerts, and bulk actions.
Describes the Research section for searching a database of legal documents, case law, and court decisions. Explains how to search, view document details, and copy research documents to projects.
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Answers to common questions, picked from our guides.
Guide to Payroll Batches in Manor: previewing, creating, processing and exporting payroll runs. Explains the batch list columns, the preview options, downloading the Excel document, and the requirement for the 'Enabled with advanced payroll batches' option.
Read article →Guide to configuring personal balance table settings in Manor, including toggling between VAT inclusive or exclusive amounts and displaying figures in project/client currency or the firm's local currency.
Read article →Describes the Billing percentage report in Manor, which shows what percentage of billable hours have actually been invoiced to clients. Helps track billing progress and identify unbilled work.
Read article →Describes Revenue Billed analysis showing invoiced revenue with flexible filtering and breakdown tables. Explains how to use this view to track what has been billed to clients and compare it against accrued revenue to identify outstanding billing pipelines.
Read article →New to Manor? Start with these essentials.
Detailed guide to managing client records in Manor, including creating clients, setting billing preferences, managing invoice delivery, and using special attention flags. Explains how client data supports reporting, project tracking, and compliance.
Read article →Step-by-step guide to creating a project in Manor, covering the required fields, the optional Advanced project properties (contacts, VAT, language, type, budgets and warnings, invoice details, template, confidential flag and participants), and how to change the same settings later in the Edit project dialog.
Read article →Comprehensive guide to time entries in Manor, covering views (Day, Week, Month, Table, All Billables), how to create and edit entries, use the live timer, manage billable hours, configure advanced entry properties, write off unbillable time, and export data.
Read article →The complete workflow for issuing an invoice in Manor without an external accounting system: gathering billable balances, selecting the client/payer, choosing items and periods, applying VAT, currency and language, editing the invoice, previewing it, issuing it, delivering it, and tracking paid or unpaid status. It also explains how to issue an invoice in a foreign currency, covering the currency used, the exchange rate applied and the bank account shown on the invoice.
Read article →Manage users, roles, permissions, and integrations.
Explore category → 7 articlesLearn about time entries, expenses, products, and other billable work.
Explore category → 16 articlesCreate invoices and manage the billing process.
Explore category → 6 articlesOrganize client information, contacts, and client work.
Explore category → 15 articlesUnderstand and work with the data stored in Manor.
Explore category → 1 articleExplore extensions that add features to Manor.
Explore category → 21 articlesConfigure your firm, settings, and internal processes.
Explore category → 21 articlesPlan work, track time, and stay on top of daily tasks.
Explore category → 10 articlesManage payroll, pay periods, and employee records.
Explore category → 14 articlesSet up prices, rates, currencies, and discounts.
Explore category → 9 articlesManage your personal details and preferences.
Explore category → 23 articlesCreate projects and manage the work your team delivers.
Explore category → 16 articlesAnalyze performance and create useful business reports.
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