Introduction A software defect (bug) is an error or flaw or condition where the program is not doing what it was designed to do. A bug does not include a difference of opinion or the absence of a feature or capability. Examples A bug might be an error screen. In Total Office Manager this is […]
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Introduction The Projected Total feature in an interesting and unique tool which appears on estimates, sales, and invoices. When a dollar value is entered into the Projected Total field, it and another new field called “Difference” will appear to the right of the ordinary Total fields in the summary area. The Difference field will display
Serialized Inventory Items – Correcting Serial Numbers If you discover that you entered the serial number incorrectly, you can change the serial number of a serialized item in the Item Receipts form. If you discover that you entered the serial number incorrectly, you can change the serial number of a serialized item on unpaid Bills.
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Introduction If you have a job that is going on for a long time, consider creating its own Schedule Board Profile. Example We had a Total Office Manager prospect ask “We have job where we may have three or four people working there for six to twelve months. How can I easily see the guys
Use a Schedule Board Profile to Manage Long Jobs Read More »
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
Opening Balances for Customers and Vendors (As Of Fields) Read More »
How to Manage Co-Op Funds and or Manufacturer’s Rebates In the service industry, rebates are often available from equipment manufacturers to your customers. Many times, these are “cooperative” rebates which involve you, the service company who sells the equipment. Take this common scenario for example: You sell an Acme brand furnace to one of your
Managing Co-Op Manufacturer Rebates Read More »
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
Reference – Transaction Types Read More »
Introduction This topic will teach you how to locate duplicate contacts. This form is usually used to locate duplicates that you wish to merge together (using the merge duplicate tool). Usage Use this form to scan Total Office Manager and identify duplicate contacts based on search criteria you choose. Once duplicates are identified, you can
Preventing Duplicate Names Read More »
How to Setup and Bill for Job 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 which is
Retainage or Holdbacks on Construction Jobs Read More »
Situation In the service and contracting industries, many businesses buy bulk materials for stock independent of a specific job or they might enter one bill for multiple jobs. Because at the time of purchase the material is not associated with a particular customer or job, the transaction covering this material is typically treated as a
How to Assign COGS When Buying in Bulk or for Multiple Jobs Read More »
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