All-In-One Field Service Management Software by Aptora –

Bookkeeping

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Gateway Settings for Bambora (Canada Only)

Activate the New System   Click Edit > Preferences > Customer Payment > Company Preferences. Check the “Use Gateway Payment Profiles” checkbox.    Do not click the Batch Convert button at this point. This will be covered later.   Create a Bambora Merchant Account   Bambora  If needed, create a new account by logging into  https://bambora.com   You will need the following information

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Email Addresses for Sending Text Messages

Introduction In Total Office Manager, you can send text message alerts to mobile devices by email using email-to-SMS addresses.  An email-to-SMS address typically consists of a 10-digit mobile phone number and the mobile carrier’s domain name, in the following format: 1234567890@carrierdomainname.com.  When you send an “email” to these addresses, they arrive as plain text messages.

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Caller ID – Troubleshooting

Introduction This help topic covers trouble-shooting your Caller Identifier hardware. This is an optional device that connects to your telephone system. This hardware works in conjunction with our Caller ID Server. Please note, at this time, the Caller ID functionality exists for our on premise customers only. Warning This is an advanced topic designed for

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W-2 Processing

Introduction Each year the Federal government requires that the employer send a W-2 Form to each employee that received wages for the previous year. Total Office Manager allows you generate W-2 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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Phone Message

Introduction Did you know you can send an electronic phone message in Total Office Manager and Aptora Mobile II? This feature allows you to take phone messages for your co-workers, right on your computer. You don’t even have to get up and deliver the message to them. Total Office Manager does it for you. Use

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Advanced Search

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

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Who Do I Contact?

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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