Preferences Archives

Service Agreements – Software Preferences

Software Preferences Related to Service Agreements The Service Agreements preference window is where to configure defaults related to service agreements. Accessing Service Agreement Preferences From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Allow Duplicate Service Agreements – When ticked, duplicate service agreement numbers […]

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Preferences – Security

SusanLeichter /

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

SusanLeichter /

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

SusanLeichter /

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

SusanLeichter /

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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Tony Blanca a year ago

I have been with Aptora since 2012 and I truly believe they want to make sure you are successful. Their software is truly an all...Read More »

Jeff Johnson 2 months ago

I called Aptora for support because our mobile server was not communicating with our techs. Jace was quick to remotely log into our server...Read More »

Don Thomson 8 months ago

I recently had the opportunity to work with one of the support agents at Aptora on two separate occasions. Jace Morrison was one of...Read More »

Preferences

Service Agreements – Software Preferences

Preferences – Security

Preferences – Sales Tax

Preferences – Sales/Invoices/Estimates

Preferences – Reports

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