Best ERP Software for HVAC, Plumbing, Field Service Businesses
Purchase Order File Format When creating a Purchase Order, users will have the ability to check a box to include a tab delimited file that contains vital purchase order information. This file can be used for electronic data processing. For example, you may have a vendor or supplier that can accept your PO electronically. Their […]
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Core Charges Defined A “core” is a used and non-functioning part that can be recycled and sold as a remanufactured part. Some of the recyclable parts that manufacturers consider core parts are water pumps, motors, circuit boards, certain air conditioning compressors, and more. The return of core parts to the manufacturers lowers the cost of
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Introduction to Bills This topic will cover entering, editing, voiding, and deleting bills. This is a part of accounts receivable. Accessing the Bill Form From the main menu, click Vendor | Enter Bill for Received Items Using the Bill Form The Enter Bill form is used record a bill from a vendor into Accounts Payable.
Introduction This topic will cover entering, editing, and deleting Bills for Items already received. Usage Use this form to enter a bill for items that you have already received and entered into Total Office Manager (entered using the Receive Items form) but the Items were not accompanied with a bill. In other words, use this
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Introduction The Bill History Form provides the user a view of a specific credit, check, and discount information for review within Total Office Manager. This is a useful way to view payment history associated with a specific bill. Form Access From the main menu, click Vendors | Bill List. Then, right click on a specific
How to Open and Use Your Vendor Bills List The Bill List is used for research and management of bills entered into Total Office Manager. Form Access From the main menu, click Vendor | Bill List Usage Perhaps the easiest way of using the commands available in the Bill List is via the right click
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Introduction This topic explains the use of the Pay Bills function. You will learn how to pay bills that have been already been entered into Total Office Manager. Usage This window lists your unpaid bills as of any date you enter. This includes bills for expenses like office supplies (entered using the Enter Bill form)
Introduction Use this form to enter checking and banking information for the purpose of direct deposit payments to vendors. IMPORTANT: Direct Deposit is something that you must sign-up for with your bank. You must then setup direct deposit in Total Office Manager. Form Access This form is accessed from within a Vendor record, by clicking
Direct Deposit Setup – Vendor Read More »
Introduction This topic will cover the Receive Items and Enter Bill Form for entering, editing, and deleting bills in Total Office Manager. If you need to receive and item but you don’t have a bill, use the Item – Receive Items Without a Bill form. Usage Entering a bill here puts the bill in accounts
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Introduction The Vendors preference window is where to configure defaults related to vendors. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Default Vendor Discount Account – If a vendor gives you a discount for paying a bill quickly, use this drop-down
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