All-In-One Field Service Management Software by Aptora –

Reports

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List Of Checks Report

Introduction The List of Checks Report displays checks, check number, date, payee, amount and other details.  The report is very similar to the register in a checkbook, but with the capability of greater detail and filtering functionality. Form Access From the main menu, click Reports | Accounting | Banking | List of Checks, or use […]

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Journal Entries Report

Introduction The Journal Entries Report shows journal entries filtered by a date range; by a customer, vendor, or employee; by a particular COA account; or a combination thereof. Example Below is an example report (which may have been cropped and shrunk to conserve space). Form Access From the main menu, click Reports > Accounting >

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Item Labels

Introduction Item labels are easily produced.  The labels are actually just another report in the program. Form Access From the main menu, click Reports | Labels | Item Labels, or use the Report Navigator. Usage Set the item label options as desired by selecting any categories by which to filter, ticking any necessary checkboxes in

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Sales Tax Liability Report

Introduction to the Sales Tax Liability Report The Sales Tax Liability report shows the amount of sales tax generated in a particular time-frame. The sales tax is reported independently for each sales tax authority (vendor).  For each vendor, the appropriate sales tax items are listed (ie: state sales tax item, county sales tax item).  For

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Sales By Salesperson

Introduction This report shows Invoices/Sales/Credits grouped by Sales Person. Form Access From the main menu, click Reports | Sales | Invoice Analysis, or use the Report Navigator.   Report Options Date Filtering Date Filter – Tick this checkbox to enable date-driven filtering. Date Range – Select from a variety of common date ranges from which

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Reimbursables Report

Using the Reimbursables Report The Reimbursables Report lists items and expenses which have been earmarked to have those costs recovered when invoicing customers at a later time. Form Access From the main menu, click Reports | Contacts & Jobs | Jobs | Reimbursables, or use the Report Navigator. Report Options Customer Filtering Filter Customer –

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Physical Inventory Work Sheet

Introduction The Physical Inventory Work Sheet is used when taking a physical count of your inventory. Form Access From the main menu, click Reports | Company | Items | Physical Inventory Worksheet, or use the Report Navigator. Report Options Filter Warehouse Area The following warehouse related filters are available in this report. Include Active Only

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Physical Inventory Add Sheet

Introduction The Physical Inventory Add Sheet is simply a fill-in-the-blank form which is used to “take inventory” of items which are not yet setup in Total Office Manager.  The report is used to record the following inventory item information: Item Name Preferred Vendor Description Category Warehouse (multiple, if applicable) Physical Count (per warehouse, if applicable)

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Trial Balance Report

Using the Trial Balance Report A trial balance report is an internal document that will remain in the accounting department. It is a listing of all of the accounts in the general ledger and their balances. However, the debit balances are entered in one column and the credit balances are entered in another column. Each

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