Introduction Each year the Federal government requires that the employer send a W-2 Form to each employee that received wages for the previous year. Total Office Manager allows you generate W-2 Forms quickly and easily. It also gives you the ability to add any special items that Total Office Manager does not automatically include. Who […]
Using Third-Party Payroll Services The Payroll Service function in Total Office Manager simply prepares a bill on behalf of your payroll company, instead of payroll checks. You also have the option to create an export file that can be sent or uploaded to a payroll company rather than manually entering your payroll information on their
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3rd Party Billing is a manner of billing that is used by a company to account for special billing arrangements to cover warranty work, deductibles, mandatory fees, etc. for Customer:Jobs that it services. The company receives and makes payment against those special invoices mailed directly to a 3rd Party Customer and handles the remitted payments against the Customer:Jobs account balance.
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Overhead Allocation Methods Explained Advanced accounting people want truly departmentalized income statements that break-out overhead by department using some type of calculation method. All overhead is driven (or created) by sales activity, labor expenses, or MESO expenses (material, equipment, sub-contractor, and other direct expenses). While overhead can be arbitrarily allocated to each department as a
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Using the Pick Ticket Sheet (aka: Pull Sheet) The pick ticket feature consists of a report that may be printed from the Estimate form. The idea is that a sales person would create a comprehensive estimate that contains all of the various equipment, materials, and technical notes required to complete a sale. This sale may
Introduction Did you know you can send an electronic phone message in Total Office Manager and Aptora Mobile II? This feature allows you to take phone messages for your co-workers, right on your computer. You don’t even have to get up and deliver the message to them. Total Office Manager does it for you. Use
Inter-Departmental Invoicing is a way to credit your service department for fixing mistakes made by the installation department (or to “invoice” any department from another, for that matter).
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How to Set Up Credit Card Gateways This help topic explains how Electronic Transactions – Gateway Setup is completed on Total Office Manager. This feature allows you to accept Checks and Credit Cards as customer payment and get those payments authorized using an internet connection. Setting up or changing processors may be required before Total
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How to Memorize Transactions (automatic creation) This topic will cover setting up, editing, and deleting memorized transactions. A Memorized Transaction is a transaction that has been saved but not posted (recorded). A memorized transactions is useful for transactions that occur on a regular basis. Examples might include a rent check, a monthly invoice for service
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Advanced Record Search The Advanced Search tool is a powerful way to search for a wide variety of information in the program. It can locate checks, invoices, bills, logs (note entries), and almost anything else. This tool can search and find records based on an amounts, dates, general, memos, and numbers. It can also filter
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