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Professionals
Welcome
to the Office Tools Pro User Guides page. These user
guides provide comprehensive training and reference
information about all aspects of Office Tools Pro.
To obtain a user guide,
right-click on the Download link next to the topic you
want, and click "Save Target As..." in the menu that pops up.
Select an appropriate location in the Save dialog that opens, and click the Save button.
These files
are in Microsoft Powerpoint format. If you
do not have PowerPoint, you can obtain
the free PowerPoint viewer by clicking here.
Office
Tools Pro - User Guides
Installation
Guide Complete instructions
on how to install Office Tools Pro software from the installation
CD. Download
Getting
Started Describes how to set up
the software for your organization, and how to use the
basic core features of Office Tools Pro. Download
Contact
Management Explains how to enter
contact information, print Form Letters, Labels and Envelopes,
and track Calls, Todos, and Notes. Download
Time
Tracking Describes how to set up
Work Codes and Billing Rates, and how to enter time, expenses,
and mileage. Download
Billing,
Invoicing and Receivables Explains how to bill time,
including work in process, invoicing, receiving payments,
and deposits. Download
Calendars
and Scheduling Explains how to create
appointments, confirmation calls, timelines, client reminders,
and calendars.
Projects
and Due Date Tracking Describes how to set up
and manage projects, such as tax projects and matters,
for due date reporting and tracking.
Document
Management Explains how to use Office
Tools to manage all of your internal client computer files,
on a client by client basis.
Advanced Billing Features Demonstrates some of the advanced billing features in Office
Tools to manage time, invoices, and payments for clients.
Update Guide Step-by-step guide to help with the update process of Office Tools Pro.
