Introduction Security can be set for each user on nearly every window/form in Total Office Manager. The available security permissions are: View, Add, Edit, Void, and Delete. Depending on the current permission, an ‘X’ will appear if the user has that particular security permission on their profile. The Advanced Security Report shows how these security […]
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Reading and Understanding the AR Aging Report Summary The AR Aging Summary Report shows, in a condensed way, the amount of money owed to you by your customers along with the timeframe in which the amount has been owed (age of the receivable). AR Aging Report Access From the main menu, click Reports | Sales
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Introduction to A/P Summary Report The A/P Aging Summary Report shows, in a condensed way, the amount of money owed to vendors along with the time in which the amount has been owed (age of the bill). Form Access From the main menu, click Reports | Company | Purchasing | A/P Aging Summary, or use
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Introduction The A/P Aging Detail Report shows the amount of money owed to vendors along with the time in which the amount has been owed (age of the bill). Form Access From the main menu, click Reports | Company | Purchasing | A/P Aging, or use the Report Navigator. Report Options The following options are
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Reading and Understanding the AR Aging Report Detail The AR Aging Detail Report shows open sales forms (like invoices). The report can be filtered and sorted in a variety of ways to isolate sought-after data. AR Aging Report Access From the main menu, click Reports | Sales | A/R Aging Detail, or use the Report
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The Basics of Printing Reports Obviously, printing is the most essential part of Total Office Manager. We highly recommend that you invest a little more money and acquire a good laser printer. A second dedicated printer should be considered for check printing. If your company has an older ink jet type printer, it may be
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Introduction The Contacts by Marketing Source Report looks at the “Marketing” setting on the Additional Info tab of each Customer:Job form and lists those contacts accordingly. This information can then be used to help evaluate the effectiveness of various marketing and advertising efforts in acquiring new customers. Form Access From the main menu, click Reports
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Introduction The Contact Log (Vendor) report displays entries from vendor contact logs. Log entries are recorded in the contact log under a Vendor. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Vendor), or use the Report Navigator. Report Options Date Filter Area The following date filtering is available
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Understanding the Certified Payroll Register Report The use of certified payroll is often a requirement for performing government work. The Certified Payroll Register Report shows the necessary employee payroll information along with a certified payroll letter, for the work requiring certified payroll. Requirement This report (and certified payroll functionality as a whole) only becomes available
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Introduction Located under the Report menu, the Financials – Budget Report displays in report form the data from a previously prepared budget. In short, a budget is a set of financial statements for a future time period. It is used to predict a company’s financial position for that period. Form Access From the main menu,
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