This section contains topics related to vendors, bills, item receipts, etc.

Item Receipt List

By |2021-07-08T15:58:09-05:00July 26th, 2019|

Introduction The Item Receipt List is used to review and manage your item receipts (sometimes called packing lists or packing slips). Form Access From the main menu, click Vendors > Receive Items List. You can also access this form from many other places in the software. Be sure to right-click on various forms and lists.

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Entering Bills

By |2021-07-26T11:16:21-05:00July 26th, 2019|

Introduction This topic will cover entering, editing, and deleting bills. Form Access From the main menu, click Vendor | Enter Bill for Received Items Usage The Enter Bill form is used record a bill from a vendor into Accounts Payable. Total Office Manager can keep track of how much money you owe. This allows you

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Bill History Form

By |2021-07-26T14:10:32-05:00March 26th, 2018|

Introduction The Bill History Form provides the user a view of a specific credit, check, and discount information for review within Total Office Manager. Form Access From the main menu, click Vendors | Bill List. Then, right click on a specific bill and choose History from the pop-up menu. Bill List History Pop-Up Menu

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Bill List

By |2021-07-26T11:16:50-05:00March 26th, 2018|

Introduction The Bill List is used for research and management of bills entered into Total Office Manager. Form Access From the main menu, click Vendor | Bill List Bill List File Path Usage Perhaps the easiest way of using the commands available in the Bill List is via the right click menu.

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Pay Bills

By |2021-07-26T15:59:48-05:00March 26th, 2018|

Introduction This topic explains the use of the Pay Bills function. You will learn how to pay bills that have been already been entered into Total Office Manager. Usage This window lists your unpaid bills as of any date you enter. This includes bills for expenses like office supplies (entered using the Enter Bill form)

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Entering Credits – Vendor Credit List

By |2021-07-21T15:09:17-05:00March 26th, 2018|

Introduction A vendor credit is money owed to you from a vendor for overpayment of a previous bill, return of items, or any other reason. This topic will cover entering, editing, and deleting vendor credits. Usage Use this form if you receive credit from a vendor. Enter the expense accounts, customers, or jobs to which

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Direct Deposit Setup – Vendor

By |2021-07-26T11:17:16-05:00March 26th, 2018|

Introduction Use this form to enter checking and banking information for the purpose of direct deposit payments to vendors. IMPORTANT: Direct Deposit is something that you must sign-up for with your bank. You must then setup direct deposit in Total Office Manager. Form Access This form is accessed from within a Vendor record, by clicking

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Receive Items and Enter Bill

By |2021-07-23T15:24:42-05:00March 25th, 2018|

Introduction This topic will cover receiving items and entering, editing, and deleting Bills.  If you need to receive and item but you don't have a bill, use the Item - Receive Items Without a Bill form. Usage Entering a bill here puts the bill in accounts payable. You will pay the bill later, when it

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PO History

By |2021-07-26T07:42:13-05:00March 23rd, 2018|

Introduction The PO History form quickly displays the history of items appearing on a purchase order. Form Access First open the PO List from the main menu by clicking Vendor > PO List, then right click on a purchase order and choose History from the pop-up menu, or From within a purchase order itself, click

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Vendor Form – Additional Info Tab

By |2021-07-26T11:18:30-05:00March 23rd, 2018|

Introduction The Additional Info tab is used for other vendor information including vendor type, default A/P account info, the payment terms offered by the vendor, a credit limit amount, Tax ID information and more.  This is where control over pop-up notes for the vendor is held.  User Defined Fields for vendors appear in the Additional

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