Account Summary by Type
This topic will cover the use of the Account Summary by Type form.
Use this form to view the balance of the various accounts types in Total Office Manager. This form will not be used by the casual Total Office Manager user. It was designed for accountants and full charge bookkeepers who requested a quick way to obtain these balances.
This form is read only. No changes can be made on this form.
From the main menu, click Banking | Account Summary by Type
The fields on this form simply represent each of the account types found in Total Office Manager. The form shows their credit and debit values over a given data range. You can make changes elsewhere in Total Office Manager and click the refresh button to see those changes. The form does NOT refresh automatically.