ZigaForm version 5.3.5

Sales Opportunity Manager (SOM)

By |2021-09-15T16:31:02-05:00September 15th, 2021|

Introduction 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 the main menu, click Customers

Gateway Settings for Bambora (Canada Only)

By |2021-09-11T14:01:25-05:00September 11th, 2021|

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

By |2021-08-25T08:54:40-05:00August 19th, 2021|

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 New Customer:Job File Path From the toolbar, click the New Customer:Job button. New Customer:Job Toolbar Customer:Job Form - Tax

Chart of Accounts – Numbering Convention

By |2021-08-17T15:54:34-05:00August 13th, 2021|

Introduction A standard chart of accounts is organized according to a numerical system. Chart of Accounts - Numbering Convention states that each major category will begin with a certain number, and then the sub-categories within that major category will all begin with the same number. If assets are classified by numbers starting with the digit

Chart of Accounts – Account Types

By |2021-08-17T14:55:15-05:00August 11th, 2021|

Introduction This article explains the use of Chart of Accounts - Account Types. Here, various account types are defined and explained. This topic may be helpful if you are setting up accounting software or want to learn more about the chart of accounts and accounting. Chart of Accounts Your company's chart of accounts is a

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Electronic Transactions – Checks (ACH)

By |2021-08-25T08:44:46-05:00August 11th, 2021|

Introduction Electronic Transactions - Checks (ACH) in Total Office Manager allows you to accept Checks as payment and get those payments authorized using an internet connection. Setting up or changing processors may be required before Total Office Manager can accept Electronic Checks. The topic assumes that the Electronic Transactions - Gateway Setup has been completed.

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A/R Aging Not Matching Balance Sheet

By |2021-08-19T08:40:11-05:00August 11th, 2021|

Introduction There are several reasons the A/R Aging not matching the Balance Sheet may occur. Generally, it is a date timing issue. The Balance Sheet strictly looks at the transaction date while the A/R Aging reports look at the transaction debit date, the transaction credit date, and the date the credit was applied to the

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Set up a Loan or Line of Credit

By |2021-08-17T15:26:10-05:00August 11th, 2021|

Introduction A small business may choose to use a line of credit to cover short term cash shortages. Lines of credit can take many forms. Generally, a company makes a request to borrow money against its line of credit via fax or email. The money is then electronically deposited into the company's bank account. The

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Email Addresses for Sending Text Messages

By |2021-08-20T14:39:29-05:00August 11th, 2021|

Introduction In Total Office Manager, you can send text message alerts to mobile devices by email using email-to-SMS addresses.  An email-to-SMS address typically consists of a 10-digit mobile phone number and the mobile carrier’s domain name, in the following format: 1234567890@carrierdomainname.com.  When you send an "email" to these addresses, they arrive as plain text messages.

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Caller ID – Troubleshooting

By |2021-08-25T08:43:59-05:00August 10th, 2021|

Introduction This help topic covers trouble-shooting your Caller Identifier hardware. This is an optional device that connects to your telephone system. This hardware works in conjunction with our Caller ID Server. Please note, at this time, the Caller ID functionality exists for our on premise customers only. Warning This is an advanced topic designed for

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