Introduction The General Journal Report has the capacity to display all transactions in Total Office Manager. The report can be configured to filter transactions in a variety of ways, either alone or in conjunction with a specific date range, to help locate and solve accounting problems. Form Access From the main menu, click Reports | […]
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Introduction This is a report that resembles the timesheet found under the Main Menu | Employees | Time Sheet. It is a breakdown of an employee’s daily timesheet. Form Access From the main menu, click Reports | Payroll | Employee Time Sheet, or use the Report Navigator. Report Options Date Filter Area The following
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Introduction The Employee Schedule Report displays work orders and appointments for employees. The report is capable of being filtered and sorted in a variety of useful ways. Form Access From the main menu, click Reports | Scheduling | Employee Schedule, or use the Report Navigator. Report Options Filter Area Employee – The report may include
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Introduction The Credit Card Charges/Credits Report displays credit card transactions using a variety of filtering and display options. Form Access From the main menu, click Reports | Accounting | Banking | Credit Card Charges/Credits, or use the Report Navigator. Report Options Date Filter Area The following date filtering is available in this report. Date Range
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Understanding the Contacts by Region Report The Contacts by Region Report looks at the “State/Province” field and the “Zip/Postal” field on the Address Info tab of each Customer:Job form and lists those contacts accordingly. This information is useful in determining the geographic density of your customer base, which can then be used to plan effective
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Report Summary This report reflects a summary of the wages, deductions, taxes, additions, and employer contributions which are generated through payroll processing. The following transactions are summarized in this report: Paychecks Payroll YTD Adjustments for the employee Liability Adjustments for the employee Report Access This report may be accessed from the following locations: From the
Introduction This report shows transactions that you made to a specific item or group of items in payroll. Form Access From the main menu, click Reports | Payroll | Payroll Item Detailed Summary, or use the Report Navigator. Report Options Date Filtering Date Filter – Tick this checkbox to enable date-driven filtering. Date Range –
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Introduction The Open Invoices Report lists unpaid invoices for a specific date, grouped by customer. For convenience during collection efforts, the customer telephone number is displayed along with their unpaid invoices. The report can be filtered on a particular customer, foreman, or combination of the two. Form Access From the main menu, click Reports |
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Introduction Customer mailing labels are easily produced. The labels are actually just another report in the program. Example Below is an example report (which may have been cropped and shrunk to conserve space). Form Access From the main menu, click Reports > Labels > Mailing Labels:Customers:Job, or use the Report Navigator (see related topics). Report
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Introduction The Log Topics List displays the custom log topics your company has setup for use in the various contact logs. Example Below is an example report (which may have been cropped and shrunk to conserve space). Form Access From the main menu, click Reports | Types Lists | Log Topics List, or use the
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