The Menu bar is a navigation pane to access the five main categories of Total Office Manager. The Reports menu includes relevant information to your organization. Examples of subtopics include: Report Navigator, Executive Summary, Bookkeeper’s Summary, Accounting, Financials, Company, Contacts & Jobs, Payroll, Scheduling, Sales, Sales Tax, Labels, Sales Opportunities, and Custom Data Views.
Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years. Drill Down: Yes, opens transaction (Tran Type) Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View are outlined below: Column Name