Tag: Accounting

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Chart of Accounts – Numbering Convention

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…

Chart of Accounts – Account Types

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…

A/R Aging Not Matching Balance Sheet

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…

How to Install and Use Contractor Compass Dashboards

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….

Employee Efficiency CDV

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…

PO Reimbursables CDV

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…

Customer Equipment CDV

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…

Preparing Total Office Manager for Contractor Compass™

Contractor Compass™ – an EGIA Powered Super Dashboard 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…

Chart of Accounts List

Introduction The Chart of Accounts List is used to manage your financial accounts. Accounts are used to record and summarize the increases, decreases, and balances of each asset, liability and owner’s equity items (like accounts receivable, accounts payable, and retained earnings).  Financial accounts track your business transactions. New accounts may need to be created as…

A/R Aging Summary Report

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. Report…

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