Best ERP Software for HVAC, Plumbing, Field Service Businesses
Support Department FAQs for Total Office Manager Now that you have been through the user manual, you should have a good level of understanding on how to use Total Office Manager. After you have used the program for a while, you will likely have accounting related issues that need to be investigated and fixed. This […]
Frequently Asked Accounting Software Related Questions 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 […]
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? […]
You will find Undeposited Funds on your Balance Sheet under Other Current Assets. Basically, this is money that your company has received from customers but has not yet deposited into your bank account. When you use the Make Deposits form, the Undeposited Funds will be moved to your bank account(s).
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 […]
Deleting a Customer Credit Card Payment Typically, when a credit card charge to a customer needs to be voided, you will always want to do this within Total Office Manager as this voids the transaction on Authorize.net automatically. In order to void, you must be logged in as the Administrator (user name = “Administrator”). You […]
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 […]
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 […]
Q: How do we void a check written in a prior year after tax returns are filed? Void the check as usual. Create two general journal entries. The first journal entry, dated the same day as the original check, duplicates the accounting entry of the original check. This assures no changes will be made to […]
You will find Undeposited Funds on your Balance Sheet under Other Current Assets. Basically, this is money that your company has received from customers but has not yet deposited into your bank account. When you use the Make Deposits form, the Undeposited Funds will be moved to your bank account(s).
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