Using the Company File Information Form The Company File Information window provides detailed information about your company file. A “company file” is simply the database file where Total Office Manager stores all of your company data. Form Access From the main menu, click File | Company File Information. How to Read and Understand The Information […]
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Explaining the Updates Sales Department Utility The Update Sales Departments Utility is used to make mass changes to sales and invoices. It does so by updating individual line items to reflect the same Department that is specified in the Invoice header. Using the Utility When you create a sale or invoice, you have the ability
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Introduction The Update Retail Price Utility is used to change the retail price of serialized items and inventory items. As these types of items are purchased, the average direct cost is automatically updated. However, the retail price, which is usually calculated in some way based on average direct cost, may remain unchanged. This utility updates
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Introduction This topic explains how and when to use the Mark Items to be Sold Utility in Total Office Manager. This utility will allow you to change the “This items is purchased for a sold to a specific Customer:Job” checkbox in bulk.
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Introduction The Zip Codes preference window is where to configure postal code and area code settings. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Default Area Code – Enter a default area code here. The default area code will automatically be
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Introduction Because of the way QuickBooks® labels its address fields, it is not uncommon for a database which Aptora converted for use with Total Office Manager® to have customer names appearing in the “Address” field of customer records. Running a built-in utility can correct the problem. As a result, our developer’s have created a Fix
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Introduction Utilities – Overview gives a high level introduction to the tools and utilities that exist within our Field Service Software, Total Office Manager. Several Tools & Utilities have been built into the system to assist you in efficiently and effectively managing your company. The Utilities form allows you to access handy utilities to manage
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Introduction This help topic covers the use of Total Office Manager’s Budget Adjustment Calculator as a way to update itemized budget account cells quickly. Usage As opposed to changing the value of individual cells one at a time, Total Office Manager’s Budget Adjustment Calculator makes it possible to adjust one or more cells very quickly.
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How to Quickly Inactivate Customers or Jobs The Bulk Inactivation Utility allows you to inactivate a number of Customer:Jobs at once using the unique ID number assigned to it by Total Office Manager. The ID number can be found in the Customer:Job List. These two forms are separate but can be opened at the same
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How to use the Database Checkup Utility This topic will cover the use of a tool called Database Checkup Utility.
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