Advanced Record Search The Advanced Search tool is a powerful way to search for a wide variety of information in the program. Ā It can locate checks, invoices, bills, logs (note entries), and almost anything else. Ā This tool can search and find records based on an amounts, dates, general, memos, and numbers. Ā It can also filter […]
We Are Here To Help! Many times, customers rely on one person to help them with all their software questions and needs.Ā Aptora has many people you may reach out to in order to get assistance.Ā We want to make sure you are getting to the right person at the right time.Ā Please don’t let […]
Introduction Customer:Jobs – Title List is where titles specific to individuals listed under that particular category. To think of it one way, these āTitlesā refer to their position at an organization. A title would be something like āHomeownerā or āSite Managerā depending upon the job role of that individual. The use of Titles is not […]
Introduction Beginning in the 20.11.400 version, we have added an enhancement called Administrator Bypass Authorization. This functionality allows a specific user of Total Office Manager to enter their password to bypass the Administrator password entry. With this password entry, someone will now have the option to perform an Admin Override with a special password and […]
Inventory Unit of Measure Often companies purchase an item and sell that item in smaller portions. You might purchase a 20ā piece of pipe and sell it by the foot. Unit of Measure (or UOM) allows you to easily buy in bulk and sell that item in smaller pieces. For example, you may have an […]
Using Quick Filter to Locate Information Many of the various lists appearing throughout Total Office Manager share common controls and are used in a similar manner. Ā Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center. Ā The displayed contents of lists can generally be adjusted, […]
Understanding Filters Many of the lists appearing throughout Total Office Manager share common controls and are used in a similar manner. Ā Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center. Ā The displayed contents of lists can generally be adjusted, sorted, and selected the same […]
Introduction The Company Information window stores general data such as business name and contact information, business structure, slogan, various tax numbers, start date, fiscal year information, and more. Ā It is where to point Total Office Manager to your company logo so it can be used on invoices and elsewhere. Ā Entering company data in this window […]
Introduction The Work Order History form is another key element of the software that displays all sales, timesheets, purchase orders, accounts payable transactions, and journal entries associated with a particular order entered into Total Office Manager. It allows users to see all activity in a summary format without the need to generate a report. Form […]
Introduction The Work Order List displays all work orders entered into Total Office Manager. This form makes it easy to quickly locate a work orders for viewing or editing. Use this form to create a new record or select a record to edit, delete, inactivate. You have the ability to filter and sort these records […]