Security, Users, & Preferences

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Preferences – Security

Introduction The Security preference window is where to configure security related options. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Enable Security – When ticked, the program’s security features are enabled. Number of Days Until Password Expiration – Sets the number …

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Preferences – Sales Tax

Introduction The Sales Tax preferences are where you configure defaults related to sales tax. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Use Cash Basis Sales Tax Tracking – When enabled, sales tax will track liabilities based on when payment for …

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Preferences – Sales/Invoices/Estimates

Introduction The Sales/Invoice/Estimates preference window is where to configure defaults related to the various sales forms in the program.  Sales forms include invoices, sales, credits, and estimates. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Required Fields – Ticking an available …

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Preferences – Reports

Introduction The Reports preference window is where to configure defaults related to reports. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Open Reports in Maximized Window – When ticked, reports being previewed on the computer screen will automatically be displayed in …

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Preferences – Quick Filter

Introduction The Quick Filter preference window is where to configure quick filter defaults. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Search Interval – Sets the time search time interval (in seconds). Text Search – Sets the default text search condition. …

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Preferences – Payroll

Introduction The Payroll preference window is where to configure defaults related to paying bills. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Pay Liabilities Default Bank – Select the default bank account to propose when paying payroll liabilities. Payroll Checks Default …

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Preferences – Pay Bills

Introduction The Pay Bills preference window is where to configure defaults related to paying bills. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Pay Bills Default Bank – Select the default bank account to be proposed when paying bills. Related Topics …

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Software Preferences and Settings

Introducing Software Preferences and Settings IMPORTANT NOTE: This topic is is going through an update process. The tab names are not correct. Other information should be correct. This help topic covers the use of preferences and settings in Total Office Manager. There are some preferences that are shared with our mobile app called Aptora Mobile …

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Preferences – Login

Introduction The Login preference window is where to configure certain login related functions. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Do Not Notify Me of “Reminders” on Startup – When ticked, the notification of any pending reminders will be delayed …

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Aptora Mobile II – User Security

Introduction Aptora Mobile II – User Security accessible from within the Aptora Mobile software from any device. Any user given permissions to do so can access the security portion of Aptora Mobile and the various related features, such as Change Password and the Audit Trail. Enabling Users to Access Aptora Mobile II Prior to setting …

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