Introduction The Work Order List displays all work orders entered into Total Office Manager. This form makes it easy to quickly locate a work orders for viewing or editing. Use this form to create a new record or select a record to edit, delete, inactivate. You have the ability to filter and sort these records […]
Introduction The Job Types List form is hierarchal in nature and allows users of Total Office Manager to create their own structure to match their particular industry. Enter a word or phrase you want to use to categorize the job you are performing for the customer in this list. Form Access From the main menu,
Using the Customer Equipment List The Customer Equipment List is used to manage the records of customer equipment on file. This list can and should include all of your customers equipment, whether or not they bought it from you. This way, as you track the age of your customer’s equipment, marketing efforts can be made
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Using the Appointment List Appointments can be found in two places: the Appointment List and the Schedule Board. The Appointment list is used to manage appointments made within Total Office Manager. Accessing the Appointment List From the main menu, click Company | Appointment List. From the toolbar, click the drop-down arrow just right of the
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Using Timesheets to Track Worker’s Compensation Total Office Manager offers a Worker’s Compensation Tracking feature. This feature allows you to assign a Worker’s Compensation Code to your Employees’ timesheets to track those wages by earning item or Employee. To use this feature, you will need to enable the Preference under the Payroll options in the
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Introduction Each year the Federal government requires that the employer send a W-3 Form in. This form is a summary of all W-2 forms. Total Office Manager allows you generate W-3 Forms quickly and easily. It also gives you the ability to add any special items that Total Office Manager does not automatically include. Who
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Introduction The Preferences – Items window is where users configure certain invoice item related default values and functions. Within the preference, there is a ‘My Preference’ as well as a ‘Company Preferences’ options to configure within Total Office Manager. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the
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Introduction The Audit Trail in Total Office Manager will keep a record of all the changes made to transactions. Usage The audit trail function must be turned on, before it is applicable. Use the Audit Trail function to keep track of things like who used the add, edit, and delete features (this will eliminate, “it
Introduction Total Office Manager offers an extensive security feature. When enabled, granting permission to users will require password level access to the software as a whole. Additionally, administrators can set security on nearly every single form and list used in the program. This very robust security allows you to restrict what various users can do.
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Introduction Total Office Manager offers your company very robust security. Security features allow you to restrict what various users can do. This topic deals with the subject of adding Total Office Manager users – specifically the user list. Usage Not every employee needs or even should be able to access all of your company data.
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