Accounting in Total Office Manager involves the set up the bookkeeping structure. This would include departments, chart of accounts, and sales tax. This is done to become the basis of business decisions and to properly interpret financial transactions.

How to Install and Use Contractor Compass Dashboards

By |2021-07-28T16:25:50-05:00April 17th, 2021|

Dashboard Introduction Contractor Compass is a set of dashboards designed to offer business owners unparalleled insight into their business. These super dashboards are powered by EGIA Contractor University. By that, we mean they closely follow the recommendations and best practices taught by the teaching faculty at EGIA. That faculty includes Aptora’s president, James R. Leichter.

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Employee Efficiency CDV

By |2021-07-29T14:22:14-05:00February 25th, 2021|

Introduction Employee Efficiency CDV (Custom Data View) is a report that lists invoices, sales, and credits with the assigned work orders and labor hours associated.  This CDV also contains columns to show efficiency of the time estimated from the work orders to the hours the technician worked to the time billed on invoices. The report

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Inventory Cost Review CDV

By |2021-07-23T14:05:25-05:00February 25th, 2021|

Type: Custom Data View Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column Name Form Field Notes Tran Date Invoice/Sale/Credit/

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PO Reimbursables CDV

By |2021-07-26T15:01:46-05:00February 23rd, 2021|

Type: Custom Data View Reports Included: No Description: List of purchase order items with a customer selected on the line entries and associated purchasing and invoicing transactions. This CDV is good for making sure the items you have purchased for a specific job have been received and subsequently invoiced.  The use of the reimbursables feature

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Customer Equipment CDV

By |2021-07-23T14:07:43-05:00February 22nd, 2021|

Type: Custom Data View Reports Included: No Description: List of customer equipment with details for the last work order completed, number of pending work orders, and customer demographics. Drill Down: Yes, opens the equipment record. Columns and data for the Customer Equipment Custom Data View are outlined below: Column Name Form Field Notes Customer:Job Name Customer:Job

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A/R Aging Summary Report

By |2021-07-14T10:30:56-05:00March 23rd, 2018|

Introduction The A/R Aging Summary Report shows, in a condensed way, the amount of money owed to you by your customers along with the time-frame in which the amount has been owed (age of the receivable). Form Access From the main menu, click Reports | Sales | A/R Aging, or use the Report Navigator.

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A/P Aging Summary Report

By |2021-07-14T10:21:38-05:00March 23rd, 2018|

Introduction to A/P Summary Report The A/P Aging Summary Report shows, in a condensed way, the amount of money owed to vendors along with the time in which the amount has been owed (age of the bill). Form Access From the main menu, click Reports | Company | Purchasing | A/P Aging Summary, or use

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A/P Aging Detail Report

By |2021-07-14T10:21:30-05:00March 23rd, 2018|

Introduction The A/P Aging Detail Report shows the amount of money owed to vendors along with the time in which the amount has been owed (age of the bill). Form Access From the main menu, click Reports | Company | Purchasing | A/P Aging, or use the Report Navigator. A/P Aging Detail Report File

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Balance Sheet – Percent Comparison Report

By |2021-07-26T10:47:32-05:00March 23rd, 2018|

Introduction The Balance Sheet - Percent Comparison Report is a balance sheet which shows a comparison between two specified dates and reports the change as a percent.  A "Year-Over-Year" balance sheet is common, whereby the same date from two consecutive years is compared -- December 31st from one year to the next, for example. The

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Balance Sheet – Dollar Comparison Report

By |2021-07-26T23:50:24-05:00March 23rd, 2018|

Introduction The Balance Sheet - Dollar Comparison Report is a balance sheet which shows a comparison between two specified dates and reports the change in dollars.  A "Year-Over-Year" balance sheet is common, whereby the same date from two consecutive years is compared -- December 31st from one year to the next, for example. The Balance

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Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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