This section contains topics related to journal entries, deposits, checks, credit cards, account registers, reconciliations, etc.

How to Install and Use Contractor Compass Dashboards

By |2021-07-28T16:25:50-05:00April 17th, 2021|

Dashboard 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. Leichter.

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Positive Pay

By |2021-07-29T13:40:08-05:00March 5th, 2021|

Introduction Total Office Manager does provide a file to support the Positive Pay standard which helps reduce fraud and theft. This standard is a requirement of some banks. By submitting a Positive Pay file to your bank, this helps the bank prevent check fraud by examining questionable checks submitted for payment from your account and then determining

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Adjusting Journal Entries

By |2021-07-26T08:30:35-05:00April 28th, 2020|

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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EnerBank USA Financing Setup and Usage

By |2021-07-21T14:45:38-05:00December 10th, 2019|

Introduction EnerBankUSA offers bank financing for home remodeling projects. Aptora Mobile II has an interface with its system for both their mobile app and their website. EnerBank USA is a wholly-owned subsidiary of CMS Energy Corp. (NYSE: CMS). EnerBank USA is a registered trademark of CMS Capital Corp. Aptora is not legally affiliated with EnerBank

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Chart of Accounts List

By |2021-07-23T09:25:28-05:00July 26th, 2019|

Introduction The Chart of Accounts List is used to manage your financial accounts. Accounts are used to record and summarize the increases, decreases, and balances of each asset, liability and owner's equity items (like accounts receivable, accounts payable, and retained earnings).  Financial accounts track your business transactions. New accounts may need to be created as

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Credit Card Authorizations

By |2021-07-19T16:13:21-05:00March 26th, 2018|

Introduction This special help topic was designed to assist our own technical support professionals as well as other advanced users to troubleshoot problems they may be having with their credit card authorization feature in Total Office Manager. Common Problems The most common cause of errors and problems is incorrectly entered information or incomplete or incorrectly

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Credit Card Transactions (Setup)

By |2021-07-19T16:22:04-05:00March 26th, 2018|

Introduction This help topic explains how to setup credit card processing in Total Office Manager.  The credit card feature allows you to accept credit cards 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 credit cards.  You may need

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Entering Credit Card Charges

By |2021-07-21T14:59:50-05:00March 26th, 2018|

Introduction This topic will cover entering, editing, and deleting credit card charges. Usage Enter a charge for purchases you track through expense accounts and for the following types of items: non-inventory part, service, and other charge. If you are using purchase orders in Total Office Manager to order inventory, enter charges for inventory part items

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Entering Credit Card Credits

By |2021-07-21T15:02:02-05:00March 26th, 2018|

Introduction This topic will cover entering, editing, and deleting Credit Card Credits.  This would be a credit or refund from a vendor to your credit card, NOT from you to a customer's credit card. Usage Use this form if you return merchandise you purchased with a credit card and receive credit. You can enter the

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Pay Credit Card

By |2021-07-26T16:01:00-05:00March 26th, 2018|

Introduction This topic describes how to pay a credit card balance in full.  This feature reconciles your credit card transactions against the actual credit card statement sent to you.  To make a partial payment on a credit card balance, see the Related Topics section below. Form Access From the main menu, click Banking | Reconcile

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