Aptora | All-In-One Field Service Management

Accounting & Banking

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Aptora Automated Recurring Billing

Aptora Automated Recurring Billing Aptora’s payment gateway, authorize.net, is capable of automatically charging your customers for you. When utilizing it, you must also let Total Office Manager know that these payments are going into your bank account so that your books are correct within Total Office Manager. You can do this utilizing memorized transactions within …

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Set up a Loan or Line of Credit

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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Department Overhead Allocation

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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How to Install and Use Contractor Compass Dashboards

Contractor Compass Introduction Contractor Compass is a set of dashboards designed to offer business owners unparalleled insight into their business. These super dashboards are powered by EGIA Contractor University. By that, we mean they closely follow the recommendations and best practices taught by the teaching faculty at EGIA. That faculty includes Aptora’s president, James R. …

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Adjusting Journal Entries

Introduction This advanced topic explains Journal Entries. They are also known as Adjusting Journal Entries or AJE for short. In traditional accounting, a record of a transaction in which the total amount in the Debit column equals the total amount in the Credit column, and each amount is assigned to an account on the chart …

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