What is Undeposited Funds on the Balance Sheet?

By |2021-07-08T16:06:08-05:00June 9th, 2021|

The following applies to those of you who are using the Group with Other Undeposited Funds feature. We highly recommend the use of this feature. This is a “safety” feature in accounting, used to track the process of making a physical deposit. Undeposited Funds are payments that have been received but have not been physically

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How do I issue a refund check to a customer?

By |2021-07-08T16:06:09-05:00April 15th, 2021|

To issue a refund check for an overpayment received from a customer, go to: Banking| Write Checks. Select the Customer:Job as the “Pay to the order of”, select the Accounts Receivable account within the “Expenses tab”, enter the amount of the refund, a memo and select the same Customer:Job as selected in the pay to

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When is live support available and how long does it take to get a response?

By |2021-07-08T16:06:09-05:00February 28th, 2021|

Support Hours Our technical support department takes incoming phone calls Monday through Friday from 8:00 AM to 12:00 PM and 1:00 PM to 4:30 PM CST. Our support agents are actually working from at least 8AM to 5:00PM and beyond. Our goal is to catch up on all phone calls, email, and forum support questions

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Section 179 Depreciation and how it can work for you.

By |2021-07-09T11:34:03-05:00December 2nd, 2020|

Do you have money you need to spend before December 31st? Aptora's sister company, RA Tax and Accounting, specializes in serving the contracting industry across the USA. They have been advising their clients about some important changes to Section 179 depreciation and we thought you might be interested in knowing this too. Significant enhancements have

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Do You Offer Canadian Payroll?

By |2021-07-08T16:06:09-05:00March 20th, 2020|

Yes. You can process payroll in Canadia without compromise. We also have an account representative in Canada. We just don’t have Canadian payroll tax tables. You can run payroll completely. You either need to use an outside payroll processing company or maintain the tax tables themselves. We have companies doing both. If a company uses

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Income Statement – Overhead Allocated Report Not Showing Overhead

By |2021-07-08T16:06:10-05:00March 5th, 2020|

Question The "Use Department Overhead Allocation" preference is on. The "Direct Labor (% of total direct labor)" option is selected on the Chart of Account Labor Expense account. This selection was confirmed by looking at the "Dept. Overhead Type" column on the Chart of Account list. We ran the "Income Statement - Overhead Allocation" report

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How do I Setup Item Aliases?

By |2021-07-08T16:06:10-05:00October 24th, 2019|

Question: How do I Setup Item Aliases? Answer: Turn on the preference. Navigate to Edit > Preferences > Items > Company Preferences. Check the box "Use Item Alias Feature" Set the vendor to be used. Navigate to Vendors > Vendor List > Open a Vendor > Additional Info Tab. Check the box "This Vendor might

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Adding Logos to Invoices and Statements

By |2021-07-08T16:06:10-05:00July 26th, 2019|

Question: How do you add your logo on your statements and invoices? Solution: To put your logo on invoices and statements, please do the following: 1. Navigate to Company | Company Information. 2. Click on Menu | Image | Choose the image you want to appear and click OK to save. 3. Save & Close

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Year-End Bookkeeping Procedures

By |2021-07-08T16:06:10-05:00July 26th, 2019|

Introduction 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 is to be considered

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