Accounting & Banking

Accounting (COA) FAQs

Q: Can I change the expense account on a bill/check after it has been posted? A: Yes.  As long as you have permissions to modify the transaction (edit), you can make changes to the transaction once it has been entered.  Some transactions will become locked to protect the financial integrity.  For example, a bill that …

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Banking FAQs

Q: Is there a list of checks which are compatible with Total Office Manager? A: Yes.  Checks may be orders from Dynamic Systems if you do not currently have compatible pre-printed check stock.  Typically, styles compatible with most laser printers are also compatible with Total Office Manager. Q: How do I handle recording debit card transactions? …

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Accounting Reviews – FAQ

Chart of Accounts Review Q: What is a Chart of Account Review? A: Aptora offers each client a one-time complimentary review of their Chart of Accounts setup.  When done at the start of database setup, this review will help to catch common setup mistakes users make before processing of daily transactions which impact accounting begins. Improper …

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Year-End Bookkeeping Procedures

Year-End Bookkeeping and Accounting Checklist Confused about year-end procedures? With all the new IRS rules for this year, we have provided detailed information so that you can ensure that you have made the correct changes to Employees Payroll information. Please note, Total Office Manager does not have any specific Year-End Requirements. The information listed below …

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