Best ERP Software for HVAC, Plumbing, Field Service Businesses
Uncheck Columns That You Do Not Need Hide Slow List Columns TOM was first released in 2004. Since then, we have added hundreds of additional columns to the dozens of lists inside the software. Most of those columns load quickly, while others do not. Some columns can add a lot of extra processing time to […]
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 […]
An invoice can be marked as In-Progress. What does that mean or do? Explaining In Progress Invoices In-Progress Invoices are just like regular invoice in every way except they are never considered to be Past Due. They will show up on all related reports (like A/R reports) and they will always appear to be “current”; […]
Available Records and Transaction Types to Import into Total Office Manager (TOM) Here is a complete list of the various records and transaction that you can import into Total Office Manager (aka: TOM) from Aptora. They may be other record types add since this help topic was last updated. Please feel free to contact us. […]
Employee Alias Field The Employee Alias is located on the Employee Set up form. It appears at the top of the Schedule Board. The Employee Alias field may be added to our automatic email and text reminders. It is also found in certain reports and Custom Data Views (CDV). Ten Character Limit and Must be […]
FAQs Related to Multi-Day Work Orders and Repeating Work Orders Q: What is the difference between multi-day and repeating work orders? A: Long ago, you could only assign one technician to a work order. You could turn on duplicate work order numbers and add a technician to the “duplicate”. These work orders were really independent […]
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).
Question: I need to adjust the amounts that are showing due for my Payroll Liability amounts. How do I reconcile the amount shown on the Pay Payroll Liabilities form with what is actually owed? Solution: Before making a Payroll Liability Adjustment, it is first recommended that you speak with your qualified accounting professional to determine […]
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