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The Menu bar is a navigation pane to access the five main categories of Total Office Manager. The Vendor menu includes relevant information to your organization. Examples of subtopics include: Vendor List, Entering Bills and Credits, Purchase Orders (PO), and Receiving Items.

Purchase Order Tab Separated File Format

By |2021-07-22T11:40:46-05:00April 21st, 2021|

Introduction 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. Client Notes The file name is Purchase_Order_mm-dd-yyyy_hh-mm-ss.txt One file is created. Each field is separated by a Tab The

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Handling Core Charges and Returns

By |2021-07-22T10:55:00-05:00December 31st, 2019|

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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Entering Bills

By |2021-07-26T11:16:21-05:00July 26th, 2019|

Introduction This topic will cover entering, editing, and deleting bills. Form Access From the main menu, click Vendor | Enter Bill for Received Items Usage The Enter Bill form is used record a bill from a vendor into Accounts Payable. Total Office Manager can keep track of how much money you owe. This allows you

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Enter Bill for Received Items

By |2021-08-02T16:49:10-05:00July 26th, 2019|

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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Bill History Form

By |2021-07-29T10:59:40-05:00March 26th, 2018|

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

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Bill List

By |2021-07-26T11:16:50-05:00March 26th, 2018|

Introduction 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 Bill List File Path Usage Perhaps the easiest way of using the commands available in the Bill List is via the right click menu.

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Pay Bills

By |2021-07-26T15:59:48-05:00March 26th, 2018|

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)

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Direct Deposit Setup – Vendor

By |2021-07-26T11:17:16-05:00March 26th, 2018|

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

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Receive Items and Enter Bill Form

By |2021-09-09T09:37:43-05:00March 25th, 2018|

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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Preferences – Vendors

By |2021-08-27T10:53:00-05:00March 23rd, 2018|

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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