All-In-One Field Service Management Software by Aptora –

Total Office Manager

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Aptora Automated Recurring Billing

Aptora Automated Recurring Billing Aptora’s payment gateway, authorize.net, is capable of automatically charging your customers for you. When utilizing it, you must also let Total Office Manager know that these payments are going into your bank account so that your books are correct within Total Office Manager. You can do this utilizing memorized transactions within […]

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Company File Information

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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Resetting Your RDS Password

Introduction For data security purposes, Microsoft requires users to occasionally reset their Remote Desktop Services password. This help topic will show you when you need to reset your password and how to do it. When your password expires When your password expires, you will get an error message that reads “The logon attempt failed” when

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Gateway Settings for Bambora (Canada Only)

Activate the New System   Click Edit > Preferences > Customer Payment > Company Preferences. Check the “Use Gateway Payment Profiles” checkbox.    Do not click the Batch Convert button at this point. This will be covered later.   Create a Bambora Merchant Account   Bambora  If needed, create a new account by logging into  https://bambora.com   You will need the following information

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Email Addresses for Sending Text Messages

Introduction In Total Office Manager, you can send text message alerts to mobile devices by email using email-to-SMS addresses.  An email-to-SMS address typically consists of a 10-digit mobile phone number and the mobile carrier’s domain name, in the following format: 1234567890@carrierdomainname.com.  When you send an “email” to these addresses, they arrive as plain text messages.

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Caller ID – Troubleshooting

Introduction This help topic covers trouble-shooting your Caller Identifier hardware. This is an optional device that connects to your telephone system. This hardware works in conjunction with our Caller ID Server. Please note, at this time, the Caller ID functionality exists for our on premise customers only. Warning This is an advanced topic designed for

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W-2 Processing

Introduction Each year the Federal government requires that the employer send a W-2 Form to each employee that received wages for the previous year. Total Office Manager allows you generate W-2 Forms quickly and easily. It also gives you the ability to add any special items that Total Office Manager does not automatically include. Who

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