The data 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 […]
How long does a data migration take? Read More »
A Planning Meeting is conducted on all new sales for Total Office Manager clients. This meeting is conducted with your designated onboarding coach who will 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
What is a planning meeting? Read More »
Because we do not migrate your financial data, Year-To-Date Payroll is entered for each employee as part of the beginning balances process.
How does existing payroll data migrate over? Read More »
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
Are my existing service agreements migrated? Read More »
Yes, your items and groups from your current flat rate pricing software 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
Can we import data from existing flat rate pricing software ourselves? Read More »
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
Will my open receivables & payables be migrated? Read More »
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
Will my general journal details migrate? Read More »
How to Cancel a Customer’s Service Agreement This help topic explains how you can easily cancel one of your customer’s service agreements. When a customer informs you they wish to cancel their service agreement contract, the following steps would be performed. From the Customer:Job List, locate the customer, right click, and choose History to open
How Do I Cancel a Customer Service Agreement? Read More »
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
How do we void a check written in a prior year after tax returns are filed? Read More »
How to Handle Point of Sales Use Tax and Sales Tax Question: How can we track sales tax paid on resale items at point of purchase and reduce the amount of sales tax we remit to our sales tax authority? Scenario: You pay sales tax when you buy items for resale and you are allowed
Track Sales Tax Paid for Materials and Deduct That Amount When Remitting Tax Collected Read More »
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