ZigaForm version 5.3.5

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 Customer Equipment

By |2021-09-16T14:35:42-05:00July 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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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 |2021-08-30T09:14:51-05:00February 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 – Bills, Vendor Credits, and Item Receipts

By |2021-09-22T17:02:25-05:00July 30th, 2019|

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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Importing Data Into Total Office Manager

By |2021-08-26T13:01:14-05:00March 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. Usage The

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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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