Introduction 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. Usage File Properties The File Properties area displays general information about the …
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 …
Manage Sales Opportunities and Sales Leads The Sales Opportunity Manager (SOM) is an integrated part of Total Office Manager and its overall Customer Relationship Management (CRM) system. SOM allows you to enter and track sales leads. You can set up product lists, sales closure probability lists, qualifications lists, and Sales process stages. Form Access From …
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 …
Introduction The Customer:Job Form – Tax Info Tab is used to store a variety of tax information regarding the customer. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Customer:Job Form – Tax Info Tab – Field & Button Definitions Sales Tax Information – …
Introduction A standard chart of accounts is organized according to a numerical system. Chart of Accounts – Numbering Convention states that each major category will begin with a certain number, and then the sub-categories within that major category will all begin with the same number. If assets are classified by numbers starting with the digit …
Introduction This article explains the use of Chart of Accounts – Account Types. Here, various account types are defined and explained. This topic may be helpful if you are setting up accounting software or want to learn more about the chart of accounts and accounting. Chart of Accounts Your company’s chart of accounts is a …
Introduction Electronic Transactions – Checks (ACH) in Total Office Manager allows you to accept Checks as payment and get those payments authorized using an internet connection. Setting up or changing processors may be required before Total Office Manager can accept Electronic Checks. The topic assumes that the Electronic Transactions – Gateway Setup has been completed. …
Introduction There are several reasons the A/R Aging not matching the Balance Sheet may occur. Generally, it is a date timing issue. The Balance Sheet strictly looks at the transaction date while the A/R Aging reports look at the transaction debit date, the transaction credit date, and the date the credit was applied to the …
Introduction A small business may choose to use a line of credit to cover short term cash shortages. Lines of credit can take many forms. Generally, a company makes a request to borrow money against its line of credit via fax or email. The money is then electronically deposited into the company’s bank account. The …
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