Help Category: Vendors & Accounts Payable

How to Import Bills, Item Receipts, Vendor Credits, Credit Card Charges

Import Item Receipts, Bills, and Vendor Credits The Total Office Manager import system includes two great import options called “Import Bills/Credits” and “Import Item Receipts”. This system will import all the required information to create a fully completed bill, vendor credit, or item receipt. These transactions will be the same as if they were entered […]

Item Receipt List

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 or You can also access this form from many other places in the software. Be sure to right-click on various forms and […]

Entering Bills

Introduction to Bills This topic will cover entering, editing, voiding, and deleting bills. This is a part of accounts receivable. Accessing the Bill Form From the main menu, click Vendor | Enter Bill for Received Items Using the Bill Form The Enter Bill form is used record a bill from a vendor into Accounts Payable. […]

Enter Bill for Received Items

Introduction This topic will cover entering, editing, and deleting Bills for Items already received. Usage Use this form to enter a bill for items that you have already received and entered into Total Office Manager (entered using the Receive Items form) but the Items were not accompanied with a bill. In other words, use this […]

Bill History Form

Introduction The Bill History Form provides the user a view of a specific credit, check, and discount information for review within Total Office Manager. This is a useful way to view payment history associated with a specific bill. Form Access From the main menu, click Vendors | Bill List. Then, right click on a specific […]

How to Use the Vendor Bills List (locating bills)

How to Open and Use Your Vendor Bills List 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 Usage Perhaps the easiest way of using the commands available in the Bill List is via the right click […]

Pay Bills

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) […]

Entering Credits and Using the Vendor Credit List

How to Enter and Manage Vendor Credits or Refunds 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 […]

Direct Deposit Setup – Vendor

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 […]

Receive Items and Enter Bill Form

Introduction This topic will cover the Receive Items and Enter Bill Form for entering, editing, and deleting bills in Total Office Manager. 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 […]