Corporate FAQ2016-02-27T23:09:13+00:00
Will my general journal details migrate?2021-01-11T22:47:17+00:00

No. There will not be a detailed General Journal if beginning balances are entered in lump sum values for one day prior to the “Go Live” date. If you are wanting to have all transactions for the current year detailed, you will need to recreate each entry manually. We generally try to migrate a client as close to the end of a period as possible. If your company runs on a calendar fiscal year and you would like to be live 1/1/20XX, we will migrate you as close to the end
of the year as possible. You would then close out your books in your existing software as of 12/31/20XX, beginning balances entered for 12/31/20XX, and you are live with day to day entries beginning 1/1/20XX.

Will my open receivables & payables be migrated?2021-01-11T22:35:24+00:00

Our list migrations do not include the migration for financial data. When the migration is completed, you have the option to have your beginning balances
entered by the migration department or they can be entered by your office staff.
Generally, when a company migrates from one software to another, the beginning balances are entered for their Accounts Receivable, Accounts Payable, Inventory, Payroll, Sales Tax, and Chart of Accounts for the entire balance one day prior to their “Go Live” date. For instance, if your “Go Live” date is 1/1/20XX, balances are entered as of 12/31/20XX.
You may be wondering “What does this mean for all my existing receivables and payables?” For each Customer, an Opening Balance Invoice is created for 12/31/20XX. You would then be able to apply any payments received against that opening balance until it is paid in full. For each Vendor, an Opening Balance Bill is created for 12/31/20XX. You would then be able to pay on this bill until the balance is paid in full. If you are not wanting a lump sum entry, the open transactions can be manually entered to affect the aging reports properly.

Can We import data from existing flat rate pricing software ourselves?2021-01-11T22:34:21+00:00

Yes, your items and groups from your current flat-rate program can be usually imported into Total Office Manager and updated as often as need be. This can easily be done by the users and there are various formats that you can import from, including Microsoft Excel® (.xls), Comma Separated Values (.csv), Microsoft Access® (.mdb), and delimited text files (.txt).

Will my journal details migrate?2021-01-11T22:33:39+00:00

No. There will not be a detailed General Journal if beginning balances are entered in lump sum values for one day prior to the “Go Live” date. If you are wanting to have all transactions for the current year detailed, you will need to recreate each entry manually. We generally try to migrate a client as close to the end of a period as possible. If your company runs on a calendar fiscal year and you would like to be live 1/1/20XX, we will migrate you as close to the end
of the year as possible. You would then close out your books in your existing software as of 12/31/20XX, beginning balances entered for 12/31/20XX, and you are live with day to day entries beginning 1/1/20XX.

Are my existing service agreements migrated?2021-01-11T22:32:56+00:00

Maybe. Because there are so many variables that are tied to Service Agreements (Completed vs. Pending Planned Maintenance Work Orders, Escrow Accounting, etc.), these will be entered into your new Total Office Manager database by members of your office staff. The migration and training departments will discuss these with you and decide the best approach for the entry of these during the Planning Meeting.

What happens to my account balances?2021-01-11T22:32:00+00:00

During the migration, beginning balances will be entered for your Chart of Account balances for one day prior to your “Go Live” date.

How does existing payroll data migrate over?2021-01-11T22:31:18+00:00

Because we do not migrate your financial data, Year-To-Date Payroll is entered for each employee as part of the beginning balances process.

What is a planning meeting?2021-01-11T22:30:18+00:00

A Planning Meeting is conducted on all new sales for Total Office Manager clients. This meeting is used to get to know you, discuss your plans for going live with the program, address the training process, answer any questions that you may have over the data migration, and the game plan to get up and running with Total Office Manager. Planning Meetings generally take 15-30 minutes depending on the amount of questions you may have.

How long does a data migration take?2021-01-11T22:28:59+00:00

The migration process generally takes one full week to accomplish. Migrations are performed on a scheduled basis by appointment. Please keep in mind that appointment slots can be as long as three months into the future during our busy season. We recommend that you set a migration appointment the moment you invest in the software.

Which options will be the best price?2021-01-19T22:55:16+00:00

There are several ways to look at this so the best option may be different for each business depending on their financial strategy and technical expertise.

Cloud:  Requires less up front cost, but the monthly costs will be more over time

On Prem:  This is the higher priced option.  You are responsible for the setting up and maintaining the technology.  You would only be charged for the annual software maintenance agreement that gives you access to support, software updates, and fixes.

Hybrid:  Requires more up front compared to cloud, but monthly costs are significantly less

Will my integration selection affect my onboarding?2021-01-08T19:22:06+00:00

Yes.  If you choose the cloud or hosting option, we’ll setup your server environment for you.  You will just be responsible for learning and setting up your business on Total Office Manager.  If you decide you need to do on-prem, then you will need to allow additional time to setup your servers, security, and backup systems.

What happens if my data gets hacked or I become a victim of ransomware?2021-01-19T22:56:29+00:00

Hopefully this never happens, but nothing in this world is 100% hack proof.  The question is, what is your disaster recovery plan.  If you use Aptora Cloud then we will take care of restoring your software and data for you.  If you purchase the on-prem license, then you will be responsible for restoring your software and data.  Please note, that Aptora support includes how to use Aptora software and not how to do disaster recoveries.

Does Aptora use the same server environment for cloud and hybrid customers?2021-01-19T22:57:32+00:00

Yes.  Aptora uses the same technology including servers, security, backups, and everything in between for both cloud and hybrid customers.  Both options also includes full support and automatic software updates.

What is the difference between Cloud and Hybrid?2021-01-19T22:58:48+00:00

The technology and service is the same.  The difference is your Total Office Manager license preference.  The Cloud option is when the license is included with the monthly fee giving you the lowest up front costs.  Hybrid means you purchase the on prem license with an increased upfront cost, but you save on the monthly hosting fees.

What should I do if I don’t have internal I.T. employees?2021-01-19T22:59:32+00:00

If you don’t have internal technology experts who have the skills to maintain server environments, backups, etc. then we recommend either the cloud or hybrid option.

What business & compliance database requirements should you consider?2021-01-08T19:22:06+00:00

Some organizations are required to have their data stored within their company environment.  If your organization requires this, then you’ll want to purchase the on-prem license option.

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Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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