Unit of Measure Troubleshooting and Fixing Guide This help topic explains hot to find common problems with Unit of Measure (or UOM). It also includes information on how to fix your UOM problems and links to more detailed help pages. Here is a Common Unit of Measure Scenario I am working in Total Office Manager …
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The Basics of Beginning and Ending Balances and How They Are Used This page explains the basics of beginning and ending balances and how they are used in accounting and Total Office Manager from Aptora. Defining Beginning and/or Ending Balances The beginning balance represents the balance of an account at the start of a period, …
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Handling a Down Payment on a Job This article assumes you wish to receive a down payment on a sold job, deposit the money, and you do not wish to recognize the money as income until later. Create an item called “Customer Down Payment”. Put “Customer Down Payment” in the item’s description field. Use the …
Other Methods Inventory Costing Methods Although Total Office Manager uses the Perpetual Average Cost and Specific Identification Method, the following methods are explained in detail for reference purposes. Weighted Average Cost Weighted average measures the total cost of items in inventory that are available for sale divided by the total number of units available for …
How to Enter Opening Balances for Customer and Vendors This topic offers additional details on how the Opening Balance feature works. This feature is only found in the customer and vendor forms. This topic was designed for bookkeepers and accountants. How to Use Opening Balances This feature is not a required part of entering customers …
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How to Setup and Invoice (Bill) for Job Retention (Retainage) In this knowledgebase article, you will learn how to setup Total Office Manager for retaining money on jobs. You will learn how to track that money and how to invoice your customer for that amount of retention. This article deals with money held in retention …
How to Enter Beginning and Ending Financial Balances When setting up Total Office Manager it may be necessary to enter existing balances for customers and vendors, along with Balance Sheet related accounts and other COA accounts. As an overview to the process, each customer and vendor — including their respective existing balances — are entered …
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Credits and Debits and how They Affect Financial Reports Understanding what credits and debits are, what they do, and the rules for which they add or subtract is vital to figuring out why accounting data is what it is and how it got that way. Please learn the rules of credits and debits. Total Office …
How to use Sales Discounts in Accounting This article offers an overview of discounts and terms (financial terms of the sale). We don’t explain the details of how to setup discounts or terms. There are links at the bottom of this article for that. Terms and Discounts There are mainly three types of discounts to …
What is an Accounting Method? An accounting method is a set of rules used to determine when and how to report income and expenses in your books and on your income tax returns. You choose an accounting method when you file your first tax return. If you want to change your accounting method, you must …
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