You can name or rename a business for any reason, including:
- Initial setup
- Change of formal business name
- Change of trading name
- Removal of date stamps from backup files
There are two, independent aspects of naming:
- Setting the business file name that appears in Manager’s Businesses tab
- Setting the business or trading name on transaction forms, such as sales invoices, receipts, purchase orders, etc., and on statements and reports.
Note
While matching names are often convenient, the business file name is not used by the program in the same way as the business trading name. A properly entered business trading name will remain fixed through data backups, restorations, and transfers. It will appear on transaction forms and reports no matter what business file name is used. The business file name, however, changes when a backup is made, with addition of a date. This feature allows you to determine which version of a business data file is in use.
Set the business file name
When a business is first added to Manager using the Add Business button, a dialog box allows you to enter the business name under which all data for the business will be accessible. You can enter the formal legal name, a trading name, or something short and convenient. This name should be something that allows you to distinguish the business from others in the Businesses tab.
Set the business trading name
Go to Settings Business Details:
Enter your desired name in the Business Name field:
Note
If no business trading name is entered, Manager will use the business file name as the trading name.
Rename a business
The trading name of an existing business can be changed at any time following the same procedures described above for initial naming. Click Update to save the new trading name.
A business file name, under which the business appears in the Businesses tab, can be changed by clicking Rename beside the business name at the top of the Manager window:
Edit the business file name and click Update. This step has no effect on the trading name unless one has not been entered.
Note
Changing either a business file or business trading name affects no accounting data. Nor does it change data file names of prior, existing backups or the trading names they contain.