This section covers topics related to importing and exporting. Data migration topics would also be in this section.

How to Import Work Orders

By |2021-09-16T14:37:46-05:00July 8th, 2021|

Introduction The Total Office Manager import system includes two geat import options called “Import Bills/Credits” and “Import Item Receipts”. This system will import all the required information to create a fully completed bill, vendor credit, or item receipt. These transactions will be the same as if they were entered by hand. This import will affect

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How To Import Document Links

By |2021-09-16T14:33:50-05:00July 8th, 2021|

Introduction The Total Office Manager import system includes two great import options called “Import Bills/Credits” and “Import Item Receipts”. This system will import all the required information to create a fully completed bill, vendor credit, or item receipt. These transactions will be the same as if they were entered by hand. This import will affect

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How to Import Bills, Item Receipts, Vendor Credits, Credit Card Charges

By |2022-03-11T11:45:55-06:00July 8th, 2021|

Importing Financial Transactions into Total Office Manager Software The Total Office Manager import system includes import options called “Import Bills/Credits”, “Import Item Receipts”, and "Import Credit Card Charges/Credits". This system will import all the required information to create a fully completed bill, vendor credit, item receipt, credit charge charge/credit. These transactions will be the same

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Purchase Order Tab Separated File Format

By |2021-07-22T11:40:46-05:00April 21st, 2021|

Introduction When creating a Purchase Order, users will have the ability to check a box to include a tab delimited file that contains vital purchase order information. This file can be used for electronic data processing. Client Notes The file name is Purchase_Order_mm-dd-yyyy_hh-mm-ss.txt One file is created. Each field is separated by a Tab The

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Importing – Timesheets

By |2022-04-25T15:44:24-05:00February 9th, 2021|

Introduction Timesheets are a vital part of tracking for payroll and job costing.  In Total Office Manager, this information is typically captured through use of the work order stopwatch feature in Aptora Mobile II, from work orders in the desktop, or from manual entry in the timesheets.  Sometimes, outside sources are needed to track employees’

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Importing Data Into Total Office Manager

By |2022-04-20T14:21:46-05:00March 23rd, 2018|

Introduction This help topic explains how to import data into Total Office Manager.  This information is typically in a list format ranging from appointment types to departments, customers to vendors and most every list in between.  When choosing to import, this saves you from having to manually enter this information one by one. This topic

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Creating, Editing, and Importing Budgets

By |2022-01-21T12:40:52-06:00March 23rd, 2018|

Introduction This help topic covers how to set up and manage budgets in Total Office Manager. We also cover exporting, importing, and working with budgets in Microsoft Excel. Total Office Manager makes budgeting easy with its powerful budget feature. Usage A budget is basically an income statement for some future period. A budget can be

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Importing Flat Rate Plus™ Data into Total Office Manager

By |2021-07-28T16:58:29-05:00March 22nd, 2018|

Introduction This topic only applies if you want to take information from Flat Rate Plus™ and copy it over to Total Office Manager. This help topic explains how to use the Flat Rate Plus™ Import Wizard. Usage This wizard allows you to get information that is in your Flat Rate Plus™ database and copy it

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