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
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
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
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
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
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.
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
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
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: email@example.com. When you send an "email" to these addresses, they arrive as plain text messages.
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