Security, Users, & Preferences

/*#main .fusion-row { max-width: 100% !important;}*/ /*.fusion-header-wrapper .fusion-row { max-width: 100%; }*/ /*#content { width: 75%; float: right; text-align: left; } body.has-sidebar #content { width: calc(100% - 23% - 80px); } */

Audit Trail

Introduction The Audit Trail in Total Office Manager will keep a record of all the changes made to transactions. Usage The audit trail function must be turned on, before it is applicable. Use the Audit Trail function to keep track of things like who used the add, edit, and delete features (this will eliminate, “it …

Audit Trail Read More »

Granting Permission to Users

Introduction Total Office Manager offers an extensive security feature.  When enabled, granting permission to users will require password level access to the software as a whole. Additionally, administrators can set security on nearly every single form and list used in the program.  This very robust security allows you to restrict what various users can do. …

Granting Permission to Users Read More »

Total Office Manager User List

Introduction Total Office Manager offers your company very robust security. Security features allow you to restrict what various users can do. This topic deals with the subject of adding Total Office Manager users – specifically the user list. Usage Not every employee needs or even should be able to access all of your company data. …

Total Office Manager User List Read More »

Preferences – Deposits

Introduction The Deposits preference window is where to configure certain deposit related defaults and functions. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Default Deposit Bank Account – This field is used to select the default bank account to propose when …

Preferences – Deposits Read More »

Preferences – Cutoff Date

Introduction Preferences – Cutoff Date is where users setup a date in which to disallow changes to data. It is designed as a safeguard for those entering information too far in the past or too far in the future. Within this preference, there is a ‘Company Preference’ option only to configure within Total Office Manager. …

Preferences – Cutoff Date Read More »

Preferences – Customer:Jobs

Introduction Preferences – Customer:Jobs is where users configure an extensive array of customer & job related defaults. Within the preference, there is a ‘My Preference’ as well as a ‘Company Preferences’ options to configure within Total Office Manager. Form Access From the main menu, click Edit | Preferences or From the toolbar, click the Preferences …

Preferences – Customer:Jobs Read More »

Preferences – Company

Introduction Preferences – Company include system-wide options for the default warehouse, the default country, and the format of proposed invoice numbers (or work order numbers, sales numbers, etc). Form Access From the main menu, click Edit | Preferences or From the toolbar, click the Preferences button. Field & Button Definitions My Preferences Company Preferences Default …

Preferences – Company Read More »

Preferences – Checking

Introduction Preferences – Checking is where users configure certain checking account related functions. Within this preference, there is a ‘Company Preference’ option only to configure within Total Office Manager. This preference – checking allows users to automate bank accounts by default, instead of forcing the user to select an account each time. It also allows …

Preferences – Checking Read More »

Preferences – Chart of Accounts

Introduction Preferences – Chart of Accounts is where users select certain Chart of Account (COA) related functions. Within this preference, there is a ‘My Preference’ as well as a ‘Company Preferences’ options to configure within Total Office Manager. Form Access From the main menu, click Edit | Preferences or From the toolbar, click the Preferences …

Preferences – Chart of Accounts Read More »

Preferences – Caller ID

Introduction Preferences – Caller ID is where to enable the Caller ID function for incoming calls to appear, and set various related options. Within this preference, there is a ‘My Preference’ as well as a ‘Company Preferences’ options to configure within Total Office Manager. Please note, at this time, the Caller ID functionality exists for …

Preferences – Caller ID Read More »

Request a Personalized Demo

Fill out the form below, and we will be in touch shortly.
Demo Form 121422
Step 1 of 2

By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.

/* */