ZigaForm version 5.3.5

Base is defined as the product offerings within the software platform of Total Office Manager that are considered essential to core business functionality.

Customer:Job Form – Tax Info Tab

By |2021-08-25T08:54:40-05:00August 19th, 2021|

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 New Customer:Job File Path From the toolbar, click the New Customer:Job button. New Customer:Job Toolbar Customer:Job Form - Tax

Chart of Accounts – Numbering Convention

By |2021-08-17T15:54:34-05:00August 13th, 2021|

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

By |2021-08-17T14:55:15-05:00August 11th, 2021|

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

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Correcting Incorrect Deposit

By |2021-08-20T08:24:37-05:00August 11th, 2021|

Introduction Have you ever recorded a deposit in Total Office Manager and later found you’ve made a mistake? Often, you will not catch a deposit error in Total Office Manager until you are reconciling your monthly bank statement . If a deposit has been recorded incorrectly because a customer payment was entered for the incorrect

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Advanced Search

By |2021-08-17T08:48:13-05:00August 10th, 2021|

Introduction 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 the results

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Who Do I Contact?

By |2021-09-07T11:46:16-05:00August 10th, 2021|

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

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Customer:Job – Title List

By |2021-09-09T11:34:16-05:00July 30th, 2021|

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

How to Import Work Orders

By |2021-09-16T14:37:46-05:00July 8th, 2021|

Introduction The Total Office Manager import system includes two geat import options called “Import Bills/Credits” and “Import Item Receipts”. This system will import all the required information to create a fully completed bill, vendor credit, or item receipt. These transactions will be the same as if they were entered by hand. This import will affect

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How to Import Customer Equipment

By |2021-09-16T14:35:42-05:00July 8th, 2021|

Introduction The Total Office Manager import system includes two geat import options called “Import Bills/Credits” and “Import Item Receipts”. This system will import all the required information to create a fully completed bill, vendor credit, or item receipt. These transactions will be the same as if they were entered by hand. This import will affect

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Administrator Bypass Authorization

By |2021-07-19T14:04:27-05:00November 21st, 2020|

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

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