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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 accounting practices and setup equate to over 80% of client frustrations with our software.  When the Chart of Accounts are improperly setup, using them in transactions inflate issues with reporting and software functionality.

To complete this complimentary service, please do the following:

  1. Navigate to Reports | Financials | Income Statement and run the report with the following parameters:
    • Date Range = 01/01/1980 to 01/01/1980
    • Show Accounts with Zero Balances = checked
    • Show Account Numbers = checked
    • All other report options unchecked and/or set to <ALL>
  2. Navigate to Reports | Financials | Balance Sheet and enter the following parameters:
    • As of = 01/01/1980
    • Show Accounts with Zero Balances = checked
    • Show Account Numbers = checked
  3. Email these two reports to trainer@aptora.com with Request for Chart of Accounts Review in the subject line.

Payroll Setup Review

Q: What is a Payroll Setup Review?

A: Aptora offers each client a one-time complimentary review of their payroll setup.  When done at the start of database setup, this review will help to catch common setup mistakes users make before live processing of payroll begins. To complete this complimentary service, please do the following:

  1. Navigate to Reports | Payroll | Payroll Setup and run the report for all items.
  2. Email this report to trainer@aptora.com with Request for Payroll Setup Review in the subject line.

Accounting Review

Q: What is an Accounting Review and why is this not covered in my support plan?

A: Our support plans are not meant to be a substitute for understanding the flow of financial information and working with a qualified accountant to make sure the bookkeeping processes are accurate.  Many times we find client’s staff contact support to dig into reports to determine where the numbers are coming from.  Our Accounting Review service is available to have your concerns reviewed by a top tier specialist with extensive knowledge of the software and accounting principles.  Through this service, they will review the software functionality and the bookkeeping data to ensure the software is/is not performing as intended.  This service is a paid service which we stand behind.  If there is found to be an issue with the software which is defined as a “bug”, your review will be credited $150.00 per “bug”. To take advantage of this service, please do the following:

  1. Complete the Accounting Review Authorization.
  2. Email the completed authorization to trainer@aptora.com with Request for Accounting Review in the subject line.