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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How to Number Your Chart of Accounts A standard chart of accounts (or COA) is organized according to a numerical system. The 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
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Top Reasons Your AR Aging Report Does Not Match Your Balance Sheet There are several reasons the AR Aging report is not matching the Balance Sheet. Generally, it is a date timing issue. The Balance Sheet strictly looks at the transaction date while the AR Aging reports look at the transaction debit date, the transaction
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Contractor Compass 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.
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Introduction to the Employee Efficiency CDV 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
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Contractor Compass™ – 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 includes Aptora’s president,
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What is the Chart of Accounts (COA) The Chart of Accounts List is used to manage your financial accounts. The Chart of Accounts is often referred to as COA. 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
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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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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. Report Options The following options are
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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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