Total Office Manager

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Company File Information

Introduction The Company File Information window provides detailed information about your company file.  A “company file” is simply the database file where Total Office Manager stores all of your company data. Form Access From the main menu, click File | Company File Information. Usage File Properties The File Properties area displays general information about the …

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Configuring Aptora Hosted for macOS

Introduction When you subscribe to the Aptora Hosted platform, we host Total Office Manager, Aptora Mobile II, and the Form Builder applications for you.  There will be no need to configure these applications within your local environment. Only the hosted remote applications will be accessible for any users on a macOS.  Contractor Compass and Aptora …

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Using Payroll Time Sheets

Introducing Time Sheets for Labor Tracking Time Sheets are one way of telling Total Office Manager how to calculate an employee’s pay. In the employee payroll items you can tell Total Office Manager to calculate an employee’s hours via time sheet or not. Enabling time sheets forces the payroll administrator to add the time to …

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Resetting Your RDS Password

Introduction For data security purposes, Microsoft requires users to occasionally reset their Remote Desktop Services password. This help topic will show you when you need to reset your password and how to do it. When your password expires When your password expires, you will get an error message that reads “The logon attempt failed” when …

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Sales Opportunity Manager (SOM)

Manage Sales Opportunities and Sales Leads The Sales Opportunity Manager (SOM) is an integrated part of Total Office Manager and its overall Customer Relationship Management (CRM) system. SOM allows you to enter and track sales leads. You can set up product lists, sales closure probability lists, qualifications lists, and Sales process stages. Form Access From …

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Gateway Settings for Bambora (Canada Only)

Activate the New System   Click Edit > Preferences > Customer Payment > Company Preferences. Check the “Use Gateway Payment Profiles” checkbox.    Do not click the Batch Convert button at this point. This will be covered later.   Create a Bambora Merchant Account   Bambora  If needed, create a new account by logging into  https://bambora.com   You will need the following information …

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Customer:Job Form – Tax Info Tab

Introduction The Customer:Job Form – Tax Info Tab is used to store a variety of tax information regarding the customer. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Customer:Job Form – Tax Info Tab – Field & Button Definitions Sales Tax Information –  …

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Request a personalized demo.

By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.

Request a personalized demo.

By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.