Best ERP Software for HVAC, Plumbing, Field Service Businesses
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 […]
Aptora Automated Recurring Billing Read More »
How to Number Your Chart of Accounts (COA) A standard chart of accounts (or COA) is organized according to a numerical system. The 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
Chart of Accounts Numbering Convention Read More »
Understanding Account Types used in the Chart of Accounts This article explains the use of Chart of Accounts – Account Types. Here, various account types are defined and explained. We will explain what the (Chart of Account) account types are and how to use them to keep your contracting company’s finances organized and accurate. This
Chart of Accounts – Account Types (used in chart of accounts) Read More »
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
Set up a Loan or Line of Credit Read More »
Understanding the Rounding Accounts on Financial Statements This knowledgebase article explains why the income statement and balance sheet (might) contain an account called “Rounding” and what you may do to reduce that amount. Most ERP software systems create a special account (in Chart of Accounts) called “Rounding”. This is an “Other Expense” account type which,
Rounding Account on the Balance Sheet and Income Statement Read More »
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
Department Overhead Allocation Read More »
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).
Interdepartmental Billing (invoicing your other departments) Read More »
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
Memorized Transactions (understanding and using) Read More »
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.
How to Install and Use Contractor Compass Dashboards Read More »
How to Use Positive Pay in Checking 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
Positive Pay™ for Checking and Bill Paying Read More »
By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.
