Introduction We have included two built in calculators – standard and loan amortization – for your convenience. These handy full function calculators will be especially helpful to you should you need to make calculations while entering data into the various forms found throughout the program. You don’t even have to close the data entry screen […]
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Introduction the Loan Amortization Calculator allows you to calculate the monthly payments required to service a given dollar amount at a given interest rate. You can print out the amortization chart and offer it to your customer. You may also copy and paste the entire chart into your favorite word processor . Form Access From
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Introduction This topics explains the use of the Trial Balances form and report. Form Access From the main menu, click Banking | Trial Balances. Field Definitions End Date – The last day in the range. Typically this is the current date or the last day of the prior month. Account – This is the
Zip Code Lookup This help topic will explain how to use the Zip Code Lookup utility. This feature will automatically lookup Cities, States, and Counties and populate forms with that information. The zip code database is used in various Total Office Manager forms such as the customer and vendor forms. When you enter a zip
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Introduction The warehouse list keeps track of particular storage locations for your inventory. This form makes it easy to quickly locate your inventory by location via: Service Vans, Warehouse, Storage Unit, Showroom, Basement, Service Department , Branch office, etc. This topic explains how to add, edit, inactivate, and delete warehouses. Example: Many service companies find
Introduction The Account Register Report shows transactions for a given account over a defined period of time, much like the program’s actual Account Register (Banking | Account Register). It allows users to view the historical account balance in a particular chart of account from a broad view of ‘all time’ to a narrow view of
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Using the Direct Deposit ACH File List This topic will cover the use of the ACH File List. These files are used with the Payroll Direct Deposit feature found in Total Office Manager. Usage Use this form to view direct deposit files (ACH Files) that you have previously created. ACH files are the files that
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Introduction Contact Log – Overview describes the various locations where logs exist for customers, vendors, your own company, employees, and assets within Total Office Manager. Logs are used to enter important notes and contact information. This feature is similar to what might be found in popular contact management software. Form Access From the main menu,
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