Help Topics - Complete List

Full-Service Contracts/Agreements (FSC’s)

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Labor Minutes on Invoice Items

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Service Agreements – Using the Batch Renewal Utility

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Service Agreements – Escrow Movements and Accounting

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How to Import Bills, Item Receipts, Vendor Credits, Credit Card Charges

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Importing Timesheets

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Software Preferences and Settings

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Importing Data Into Total Office Manager

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Flat Rate Simple to Total Office Manager Import

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Flat Rate Simple to QuickBooks Import

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Flat Rate Simple™ Software User Guide

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Customer Access Portal Setup and Usage

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Doing Business As (DBA)

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Unapply a Credit to an Invoice

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Assign Work Orders to an Invoice (how to add them)

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Batch E-Pay Credit Card Processing

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Service Agreements – Planned Maintenance Utility

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Exporting Lists (for cloud hosted users)

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Import Wizard for Importing Data

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Job Estimates vs. Actuals Reports Explanation

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Aptora Automated Recurring Billing

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Contractor Compass® – Technician Scoreboard

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Technician Efficiency CDV

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Company File Information

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Configuring Aptora Hosted for macOS

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Configuring Aptora Hosted for Windows OS

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Using Payroll Time Sheets

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Resetting Your RDS Password

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Unable to Connect to Database or Company File

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Sales Opportunity Manager (SOM)

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Gateway Settings for Bambora (Canada Only)

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Customer:Job Form – Tax Info Tab

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Chart of Accounts Numbering Convention

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Tips for Building Forms in Aptora Mobile Form Builder (AMFB)

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Chart of Accounts – Account Types (used in chart of accounts)

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New Custom Footer

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Enter Bill for Received Items – Select Item Receipt Window

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Floor Plan Sales

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Send File To Aptora (Enterprise)

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AR Aging Report Not Matching Balance Sheet

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Set up a Loan or Line of Credit

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Email Addresses for Sending Text Messages

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Job Costing Steps Explained (detailed overview)

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Employee Advances

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Petty Cash

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Common Setup Problems

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Barter Exchange Transactions

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Caller ID – Troubleshooting

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Sales Commission Tracking

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Rounding Account on the Balance Sheet and Income Statement

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