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 …
About Markup and Markdown Methods They allow you to markup from Direct Cost or down from List Price to create a Retail Price for your items. They are just one of the many ways you can use the software to help you calculate a Retail Price for items. How They Work In Practice When you …
Vehicle Tracking with Verizon Hardware This document will explain how to activate and set up the optional Verizon tracking system. This allows you to display your vehicle location using any of these Verizon products (these products are subject to availability by Verizon): Verizon Connect – Reveal and Reveal Starter® Verizon Fleetmatics®* Verizon Networkfleet®* Verizon Fleet …
Setup Mobile Devices for Tracking You can track the mobile device the employees are carrying. This is done through the Aptora Mobile II® or the Geo Time Tracker™ app. The map communicates with the app to determine its location and then displays that location on the map. The map is updated every two minutes or …
Introduction When reviewing your estimates for an overall standing of your contract jobs (estimates), it is recommended to Run the Estimate Over/Under Details CDV (Reports | Custom Data Views | Data Views). In this CDV, you can review summary information to analyze your profit/loss on a job (estimate). To help isolate records which need to …
Software Help and Assistance Comes in Four Levels Aptora puts a lot of resources into training its employees on its products. There are basically four levels of software knowledge. We want to share these levels with you. We believe it will be helpful to know what to expect from the people you are speaking with …
Writing Off Bad Debt and Dealing with Collection Agencies Collection agencies are often used to collect overdue receivables. Typically, the agency will take a percentage of any debt collected (40% is not uncommon), then forward the remaining portion of the payment to you. There are a variety of acceptable methods of accounting for this activity. …
The Balance Sheet report draws information from the accounts whether they are associated with items or not. The Inventory Valuation reports, however, draw information from items only. This means that transactions using inventory items show on both reports but transactions without inventory items show only on the Balance Sheet report. Some examples of transactions that …
Inventory Valuation Does Not Match Inventory on the Balance Sheet Read More »
Introduction This topics covers what to do when there is a change of ownership with a property (like a house) or when you otherwise wish to change the Parent on a Customer:Job. Changing the Customer:Job Parent When a customer has financial history, you cannot break the financials. In the instance where the parent company changes, …
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 …
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