Related Product: Total Office Manager

Lists Management

How to Use Lists This is a generic topic designed to educate you on how lists work in Total Office Manager. Almost all records can be found in a list. Lists include Customer:Job, Items, Checks, Bills, Sales, etc. From that list, you can create new records that will appear on the list. Lists make it […]

Network Connectivity Problems

Introduction Aptora Corporation Technical Support does not troubleshoot networks or network related issues. For any troubles related to networking, please contact a qualified IT professional familiar with network technologies. That said, the following information can be used to assist in diagnosing (and hopefully repairing) the most common network problem seen: bad cabling. Symptoms of Faulty […]

Warranty Work and Part Reimbursement Management

How to Handle Warranty Work and Warranty Item Returns This article discusses how to manage warranty work for your customers and how to track and retunes items to the vendor that are covered under their warranty. At the bottom of the page, there are links to related topics including how to setup a warranty reserve. […]

Bounced Check

Introduction This topic deals with how to handle a check written to you that “bounced”. To handle a bounced check in Total Office Manager, we’ll first setup a couple of necessary new invoice items, one called “Bounced Check” and the other called “Bounce Fee”.  When bounced checks happen, you will use these items to reduce […]

Entering Historical Sales Tax Balances

Introduction This topic was written to help you understand how to enter outstanding sales tax liability balances into Total Office Manager. This work will help assure that Total Office Manager’s related reports and lists are up-to-date and current as of your company’s start date. Entering Information  To enter the beginning balances for your Sales Tax […]

Troubleshooting Sales Tax Problems and How to Fix Them

How to Identify and Fix Comon Sales Tax Issues Sales tax problems can occur for different reasons. This topic was created to help identify the causes of sales tax problems and go over some solutions. Check Sales Tax Items and Sales Tax Groups Most sales tax problems are a result of incorrect setup of the […]

Transaction Types

Transaction Types used in Total Office Manager Bill CC Charge CC Credit Check Credit Deposit Inventory Adjustment Invoice Item Receipt Journal Entry Liability Adjustment Payment Payroll Check Payroll Liability Check Sale Sales Tax Liability Check Serialized Vendor Credit YTD Adjustment Chart of Accounts Types used in Total Office Manager Accounts Payable Accounts Receivable Bank Cost […]

Tracking Sales Tax on Purchases (Use Tax)

How to Track Use Tax (tax paid at the point of purchase) Many states require you to pay sales tax on purchases you make, even if you are planning to resell the products and collect sales tax from your customer. If you are required to pay use tax for out-of-state purchases that you will resell, […]