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The Menu bar is a navigation pane to access the five main categories of Total Office Manager. The Banking menu includes relevant information to your organization. Examples of subtopics include: Writing checks, Chart of Accounts List, Account Register, General Journal, Funds Transfer, Making Deposits, Reconciliation, Managing Credit Cards, and Direct Deposit.

 

Chart of Accounts – Numbering Convention

By |2021-08-17T15:54:34-05:00August 13th, 2021|

Introduction A standard chart of accounts is organized according to a numerical system. Chart of Accounts - Numbering Convention states that each major category will begin with a certain number, and then the sub-categories within that major category will all begin with the same number. If assets are classified by numbers starting with the digit

Chart of Accounts – Account Types

By |2021-08-17T14:55:15-05:00August 11th, 2021|

Introduction This article explains the use of Chart of Accounts - Account Types. Here, various account types are defined and explained. This topic may be helpful if you are setting up accounting software or want to learn more about the chart of accounts and accounting. Chart of Accounts Your company's chart of accounts is a

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Set up a Loan or Line of Credit

By |2021-08-17T15:26:10-05:00August 11th, 2021|

Introduction A small business may choose to use a line of credit to cover short term cash shortages. Lines of credit can take many forms. Generally, a company makes a request to borrow money against its line of credit via fax or email. The money is then electronically deposited into the company's bank account. The

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Correcting Incorrect Deposit

By |2021-08-20T08:24:37-05:00August 11th, 2021|

Introduction Have you ever recorded a deposit in Total Office Manager and later found you’ve made a mistake? Often, you will not catch a deposit error in Total Office Manager until you are reconciling your monthly bank statement . If a deposit has been recorded incorrectly because a customer payment was entered for the incorrect

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Positive Pay

By |2021-09-09T10:02:47-05:00March 5th, 2021|

Introduction Total Office Manager does provide a file to support the Positive Pay standard which helps reduce fraud and theft. This standard is a requirement of some banks. By submitting a Positive Pay file to your bank, this helps the bank prevent check fraud by examining questionable checks submitted for payment from your account and then determining

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Adjusting Journal Entries

By |2021-07-26T08:30:35-05:00April 28th, 2020|

Introduction This advanced topic explains Journal Entries. They are also known as Adjusting Journal Entries or AJE for short. In traditional accounting, a record of a transaction in which the total amount in the Debit column equals the total amount in the Credit column, and each amount is assigned to an account on the chart

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Chart of Accounts List

By |2021-08-09T16:22:09-05:00July 26th, 2019|

Introduction The Chart of Accounts List is used to manage your financial accounts. Accounts are used to record and summarize the increases, decreases, and balances of each asset, liability and owner's equity items (like accounts receivable, accounts payable, and retained earnings).  Financial accounts track your business transactions. New accounts may need to be created as

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Make Deposit

By |2021-08-25T15:52:22-05:00March 26th, 2018|

Introduction This topic explains the use of the Make Deposit form. You will lean how to make deposits for your Undeposited Funds account. Please read the helpful Tips section at the bottom of this page. Usage This form makes it easy to quickly deposit customer payments that Total Office Manager has been holding in your

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Manual Deposits List

By |2021-07-23T15:17:27-05:00March 26th, 2018|

Introduction The Manual Deposits List is used to review, research, and generally manage your manual bank deposits. Form Access From the main menu, click Banking | Manual Deposits List, or From the toolbar, click the drop-down arrow on the "Make a Deposit" button, then select "Manual Deposits List". Usage Perhaps the easiest way of using

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Direct Deposit Company Setup

By |2021-07-20T20:34:39-05:00March 26th, 2018|

Introduction This topic will cover the management of Direct Deposit Setup files. Usage Use this form to add, delete, or edit the various Direct Deposit Setup files that you have created. A Direct Deposit Setup file is the information you need for direct deposit related to Total Office Manager. You can have multiple setup files

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