Introduction The Customer/Vendor Message List is used to setup and manage customer/vendor messages. These custom messages then appear within the “Customer Message” field of sales forms and are meant for your customers to read. The list of all customer created messages are stored within the list and are available for usage. Form Access From the […]
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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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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 This topic will cover setting up and editing your company’s federal and state unemployment tax rates. Form Access From the main menu, click Employees | Unemployment Tax Rates. Field Definitions Federal – The rate for the United States Federal Government. Check with your accountant to be sure. State – The rate for the state
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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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Introduction The Workflow Navigator provides a GUI (Graphical User Interface) for common workflow processes. Its purpose is to use picture icons and diagrams to steer through ordinary tasks and to access often-used lists and reports. Form Access From the main menu, click View | Workflow Navigator. This command toggles on and off the display of
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Introduction This help topic explains how to use Total Office Manager’s Check Web For Update utility for our on-premise clients. If you are a hosted client, updates are performed automatically on your behalf. Usage This utility makes it possible to quickly and easily know that you have the latest enhancements and service updates to your
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