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 […]
Chart of Accounts Numbering Convention Read More »
Advanced Record Search The Advanced Search tool is a powerful way to search for a wide variety of information in the program. It can locate checks, invoices, bills, logs (note entries), and almost anything else. This tool can search and find records based on an amounts, dates, general, memos, and numbers. It can also filter
We Are Here To Help! Many times, customers rely on one person to help them with all their software questions and needs. Aptora has many people you may reach out to in order to get assistance. We want to make sure you are getting to the right person at the right time. Please don’t let
Introduction Customer:Jobs – Title List is where titles specific to individuals listed under that particular category. To think of it one way, these “Titles” refer to their position at an organization. A title would be something like ‘Homeowner’ or ‘Site Manager’ depending upon the job role of that individual. The use of Titles is not
Customer:Job – Title List Read More »
Introduction Beginning in the 20.11.400 version, we have added an enhancement called Administrator Bypass Authorization. This functionality allows a specific user of Total Office Manager to enter their password to bypass the Administrator password entry. With this password entry, someone will now have the option to perform an Admin Override with a special password and
Administrator Bypass Authorization Read More »
Inventory Unit of Measure Often companies purchase an item and sell that item in smaller portions. You might purchase a 20’ piece of pipe and sell it by the foot. Unit of Measure (or UOM) allows you to easily buy in bulk and sell that item in smaller pieces. For example, you may have an
Unit of Measure (UOM) Read More »
Using Quick Filter to Locate Information Many of the various lists appearing throughout Total Office Manager share common controls and are used in a similar manner. Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center. The displayed contents of lists can generally be adjusted,
List Management – Quick Filter Read More »
Understanding Filters Many of the lists appearing throughout Total Office Manager share common controls and are used in a similar manner. Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center. The displayed contents of lists can generally be adjusted, sorted, and selected the same
List Management – Filter Center Read More »
Introduction The Company Information window stores general data such as business name and contact information, business structure, slogan, various tax numbers, start date, fiscal year information, and more. It is where to point Total Office Manager to your company logo so it can be used on invoices and elsewhere. Entering company data in this window
Company Information Read More »
Introduction The Work Order History form is another key element of the software that displays all sales, timesheets, purchase orders, accounts payable transactions, and journal entries associated with a particular order entered into Total Office Manager. It allows users to see all activity in a summary format without the need to generate a report. Form
Work Order History Read More »
By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.
