Introduction The Preferences – Items window is where users configure certain invoice item related default values and functions. 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 […]
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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
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.
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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.
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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
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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.
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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
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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
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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
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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
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