Account Summary by Type

By |2021-07-14T11:21:49-05:00March 23rd, 2018|Comments Off on Account Summary by Type

Introduction to Account Summary by Type

 The Account Summary by Type form is used to view the balance of the various accounts types in Total Office Manager.  This form will not be used by the casual Total Office Manager user. It was designed for accountants and full charge bookkeepers who requested a quick way to obtain these balances in a central location within the software.

Form Access

  • From the main menu, click Banking | Account Summary by Type.

Banking | Account Summary by Type

File Path in Total Office Manager

Field Definitions

The fields on this form represent each of the account types found in Total Office Manager. The form shows credit and debit values over a given data range. Changes to the date range can be modified and then the refresh button selected to show these adjustments.

Additionally, changes can be made elsewhere in Total Office Manager and then click the refresh button to see those changes. The form does NOT refresh automatically.

Example of Account Summary by Type

Below is an example report (which may have been cropped and shrunk to conserve space).

Account Summary by Type

Account Summary Form

The form is read only.  No changes can be made on this form.

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