Introduction The Balance Sheet Report, also referred to as the Statement of Financial Position, is one of the main financial statements. It reports the assets, liabilities, and owner’s (stockholders’) equity at a specific point in time, such as December 31. The balance sheet is sometimes described as a “snapshot” of the company’s financial position at […]
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Introduction Similar to Inventory Item Bar Codes, Labels can be created for your Assets as well. In Total Office Manager, Asset Labels are created as easily as running a report. Label Stock Requirements These labels are designed to print on Avery brand #8160 labels (or equivalent) which are 1″ x 2-5/8″ in size, having 30
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Understanding the Contacts by Region Report The Contacts by Region Report looks at the “State/Province” field and the “Zip/Postal” field on the Address Info tab of each Customer:Job form and lists those contacts accordingly. This information is useful in determining the geographic density of your customer base, which can then be used to plan effective
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Introduction This report shows transactions that you made to a specific item or group of items in payroll. Form Access From the main menu, click Reports | Payroll | Payroll Item Detailed Summary, or use the Report Navigator. Report Options Date Filtering Date Filter – Tick this checkbox to enable date-driven filtering. Date Range –
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Introduction The Log Topics List displays the custom log topics your company has setup for use in the various contact logs. Example Below is an example report (which may have been cropped and shrunk to conserve space). Form Access From the main menu, click Reports | Types Lists | Log Topics List, or use the
Introduction The List of Checks Report displays checks, check number, date, payee, amount and other details. The report is very similar to the register in a checkbook, but with the capability of greater detail and filtering functionality. Form Access From the main menu, click Reports | Accounting | Banking | List of Checks, or use
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Using the Trial Balance Report A trial balance report is an internal document that will remain in the accounting department. It is a listing of all of the accounts in the general ledger and their balances. However, the debit balances are entered in one column and the credit balances are entered in another column. Each
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Introduction This topic will cover the use of the Ratio Analysis form in Total Office Manager. Usage Financial ratios are calculated using common financial numbers found in your company’s financial reports. Use this form to analyze your company’s financial performance, solvency, and efficiency. Important Warning These ratios are only as good as the information is
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