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 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 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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Introduction The Remove Telephone Formatting Utility in Total Office Manager is used to remove special characters from the telephone fields in customer:job, vendor, and employee forms. Usage The use of this utility may be necessary when you have imported or converted files from other sources and are having trouble with the telephone number appearing correctly.
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Introduction We have included two built in calculators – standard and loan amortization – for your convenience. These handy full function calculators will be especially helpful to you should you need to make calculations while entering data into the various forms found throughout the program. You don’t even have to close the data entry screen
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