Atom software

ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

36 

Pre-defined Note 

Selecting the “note” icon for an Office Event will allow you to enter, edit and 

save a Pre-defined note for use in the Client File when creating an Office Event 

for your client records.   

 

 

 

Column Descriptions for Pre-defined Note Screen 

Description 

 

Language displayed in the drop down menu of the Office Event 

Predefined Note 

Laguage displayed and time stamped in body of the Note section of the 

Office Event 

 

 

 

System Event Status  System Event Status is a static field because it performs specific functions 

throughout the software.  Editing an event is done in the Customized Event Sta-

tus field.   

Business Type 

Select the appropriate Business Type from the drop-down menu.  

ote: 

Each Event can be used/customized once per Business Type.  So “Misc 01” can appear as a System 

Even Status and renamed under the Customized Event Status for as many Business Types as needed    

 

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

37 

Customized Event  

Status 

Use this field to customize the name of the Event Status.  The Event name will 

depend on the particular Business Type.   

Ordinal 

The order the Office Event Status names will appear on the Home page and in 

the Status drop-down menu in the Account Information section. 

 

OTE:  

We recommend organizing your ordinals by 5’s or 10’s.  This will allow you to add/insert new 

Event Types to your home page Office Events without renumbering the rest.  You will also notice some 

Customized Events have been renamed “________” for ease of view.  The EF Ready event should al-

ways appear before Awaiting IRS Acks for Business Type Tax Preparation. The Send button on the EF 

Ready screen, when selected, moves all contacts to the next available Event screen.   

 

Inactive 

Remove an Event Status option from view by selecting the Inactive 

feature.  Inactive files can be accessed later and is preferable to deleting. 

Recurrence Days  

If a particular Event [Task] recurs repeatedly, then you can set up a Recurring 

Event by placing a number in the Recurrence Days field.  When a recurring 

event is complete and an End Date has been logged a new Event will automati-

cally be set for your client with an assigned date of (X) amount of days from the 

start date, e.g., Weekly Payroll will reoccur 7 days from the start date.  

 

   

 

 

Notification Days 

This feature works in conjunction with the Recurrence Months.  A number 

placed in this field will cause a System Message to be sent to the employee rec-

orded as the User in the Account Information section. 

-1 = A System Message will be sent to the User 1 day before the Event will re-

cur. 

0 = A System Message will be sent to the User the same day the Event recurs. 

 

1 = A System Message will be sent to the User1 day after the Event recurred.   

Highlight 

This Office Event count will be highlighted in your homepage Office Events 

 

Note Required 

Selecting this option will request users to leave file notes in the office event and 

will leave a message in red indicating that a note is required.   

Billing Rate 

Record a billing rate per Office Event.  The billing rate will display & calculate 

in the Office Events section within the Client File. 

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

38 

See: Reports > Management – Client Hourly Billing / Events 

Disable Account Field Requirement  

Error Check 

Account Fields in the Account Information section are required to be completed 

prior to changing the Event Status; however, this can be disabled per Office 

Event.   

 

 

Add on Creation  

Of Account 

Repeated Office Events that are standard can be automatically created when add-

ing new clients or additional account years for current clients.   

 

 

 

 

 

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

39 

Payment Methods 

 

Use the Payment Methods screen to edit an existing Payment Method.  The Payment Method will dis-

play in the Transaction Information section and on the Cash Receipts Report. 

To access the Payment Methods Screen:   

Go to Admin > Payment Methods   

   

 

Column Descriptions for Payment Methods 

System Payment Method 

System Payment Method is a static field.  There are four non-bank product 

Payment Methods (Cash, Check, Credit Card, and Other) and four bank 

product Payment Methods (RAL, ERC, ERD and E1 Card).   

OTE

:  The System Payment Methods for bank products should only be used by ATOM contacts using 

Drake, Crosslink or TaxWise tax preparation software.  All clients using other than Drake, Crosslink or 

TaxWise should make these three System Payment Methods inactive and create three new Customized 

Payment Methods for bank products.   

Customized Payment  

Method 

Customized Payment Methods names can be edited but not deleted. Cus-

tomized Payment Methods appear in the Transaction Types drop-down 

menu in the Transaction Information section of a client’s file. 

Ordinal 

The order the Payment Method names will appear in the Transaction Type 

drop-down menu.   

Inactive 

Remove a Payment Method option from view by selecting the Inactive 

feature.  Inactive files can be accessed later and is preferable to deleting. 

Business Type 

Designate payments only to be associated with a particular Business Type

   

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