Knowledge Base

Total Office Manager

Help Guides

Progressive Billing – Create an Invoice From Estimate

Invoice/Sale/Credit/Estimate List

Keyboard Shortcuts

Receive Payments List (how to use the list)

Payment Method List

Phone Message List

Caller ID – Phone Monitor

Ratio Analysis

Receive Payments from Customers (how to do it)

Receive Items (Without a Bill)

Reconcile Bank Accounts (Part 2 of 2)

Inventory Assembly Items (item assembly)

Importing Flat Rate Plus™ Data into Total Office Manager

General Journal

Database Checkup Utility

Document Manager (how to use it)

Duplicate Work Order

Assessing Finance Charges

Divisions and Departments (departmentalization)

Electronic Transactions List

Installation Error Codes

Price Method Types Explained

Locate/Merge Duplicate Customer:Jobs Utility

New Company Wizard

Reconcile Bank Accounts (Part 1 of 2)

Reminder Items List

Reminder List

Payment Terms List (customers and vendors)

Creating and Printing Client Statements

Setting Up Customer and Vendor Payment Terms

Standard Calculator

Loan Amortization Calculator

Trial Balances

City State and County Finder by Zip Code

Warehouse List

Account Register Report

Direct Deposit – ACH File List

Sales Tax Item List

Sales Tax Items (creating and managing)

Serial Numbers List

Estimates – Adding and Editing (aka: sales proposals)

Add or Edit Invoices, Sales, Estimates, and Credits (fully explained)

Sales Tax Liability Adjustment

Pay Sales Tax Liability

Sales Tax Code

Sales Tax Code List

Remove Telephone Formatting Utility

Repeat Appointments

Work/Ship Method

Sales Tax Item Groups (adding and editing)

FAQs

Speed Up Your Lists with One Mouse Click

Comprehensive List of Technical Support FAQs

Tips

Beginning Balances and Ending Balances for Beginners

Creating and Using a Warranty Reserve Account in Accounting

Warranty Work and Part Reimbursement Management