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 […]
Defining Four Levels of Software Assistance Read More »
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.
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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 »
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 or remove the Parent on a Customer:Job. Changing or Removing the Parent on a Customer Job When a customer has financial history, you cannot break the financials. In the instance
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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
Other Methods Inventory Costing Methods Read More »
This help topic explains how to correct serialized invoice items when the serial number was entered incorrectly on an Item Receipt, Bill, Credit Card Charge, or Check. This topic also covers when an incorrect serial number was selected on an Invoice, Sale, or Customer Credit.
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There may come a time when technicians or employees may receive tips and gratuities from customers. You can record this information in the software by doing the following: Setup a Chart of Account to Report Gratuities If you already have an account to keep track of this activity, skip this step. If no account exists,
Recording Tips & Gratuities Read More »
How to Resolve Missing Payroll Liabilities from a Paycheck It sounds like the liabilities are not assigned to the earnings. We did send a notice regarding changes for payroll item setup in 2019 before the December update was released. You can review this bulletin here. To verify you completed the information in the bulletin, please
Payroll Liabilities Are Missing from Paycheck. How to Resolve Read More »
Out of Balance Transactions Occasionally a transaction may become out of balance if it was not properly saved to the General Journal. Many factors can contribute to this behavior. There may have been a network disconnect in the middle of the save procedure, incomplete data, a power surge, etc. Total Office Manager has built in
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What Software Technical Support Agents Can and Cannot Do If you have a question about the way Total Office Manager™ works, the best way to get an accurate and immediate answer is to consult the online help system (what you are in right now), and other areas of our website. Please also check our YouTube
Scope of Software Technical Support Read More »
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