Atom software

ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

44 

Rollover Type Options 

 

Copy Account Information:  

All Client Account information will be (an End Date will be entered.) 

Copy Account Information and Open Office Events:   

This will close all open events from the source year and reopen them in the destination year.  Plus, Ac-

count Information will be copied to the destination year.  

Copy Account Information and Transactions:   

This will include the Account information and Transactions  

Copy Account Information Open Office Events and Transactions:   

Account Information, open Office Events & Transactions will be copied to the destination year.  

   

Scheduler Properties 

Use  the  Scheduler  Properties  screen  to  change  how  the  Employee  Availability  Schedule,  Employee 

Work Schedule, and  Contact  Appointment  Schedule are displayed.  The three schedules  are linked to-

gether so if you change Scheduler Properties to one schedule you will automatically change the Sched-

uler Properties for the other two as well.   

To access the Scheduler Properties Screen: 

 

Go to Admin > Scheduler Properties.   

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

45 

 

Column Descriptions for the Scheduler Properties 

Header column for date 

This will include the date above the schedule view rather than just 

appearing as the highlighted date of the calendar 

Horizontal vs Vertical view   

Set the appearance of the schedule to your personal preference.   

ote: If you need to schedule for multiple preparers during peak tax season you may find a vertical 

schedule inconvenient as it may require you to scroll through the page to view the entire day

. 

 

Full Time Scale (Disabled) 

The schedule will display only scheduled appointment times. 

Time Scale Interval 

Set the schedule to display in the time interval of your choice:  15 

min., 20 min., 35 min., 60 min., etc.   

Start of Time Scale 

This indicates the time you would like the schedule to begin each 

day. In the example above, the Start of Time Scale is 9:00 A.M.   

End of Time Scale 

This indicates the time you would like the schedule to end each 

day.  In the example above, the End of Time Scale is 9:00 P.M.   

OTE: You must use military time to enter the Start Time (9:00) and end time (21:00.)  If you 

want the start time to be 12:00 A.M. then enter 0:01.  If you want to show a 24 hour day the end 

time must be 23:59. 

 

Include End Time 

This is mainly a cosmetic choice.  If enabled, scheduled appoint-

ments will be shown until the very end of the time scale day.  If 

disabled, the schedule will show an extra cell at the end of viewa-

ble day though the end time is not included in the schedule.  

 

 

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

46 

Include End Time (Enabled) 

 

 

 

    Include End Time (Disabled) 

 

 

Value Marks  

This is another cosmetic choice.  If enabled, separation lines will 

appear on the time schedule.    

 

 

Value Marks (Enabled)    

 

 

 

 Value Marks (Disabled) 

 

 

 

Scheduling Types 

Scheduling Types display on the Search Results page and the Account Information Section.  They are 

used to identify the clients scheduling properties, e.g., appointments, walk-ins, etc. 

To access the Scheduling Types Screen: 

 

Go to Admin > Scheduling Types. 

 

 

Column Descriptions for Scheduling Types 

Scheduling Type 

Create and edit specific Scheduling Types required for your business and 

reporting needs   

 

 

Inactive                       

Remove a Scheduling Type option from view by selecting the Inactive 

 

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

Business Type 

Designate a specific Scheduling Type to be associated with a Business 

Type.   

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ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

47 

ote: That “Appointment” and “Drop-Off” are static Scheduling Types which are linked to the programing 

fields needed for scheduling and adding new clients.  They can be edited in the Account information sec-

tion in the Client File once they have been entered in ATOM.

  

Security Group Permissions 

This screen is used to edit Security Group Permissions.   

 

To access the Security Group Permissions Screen:       Go to Admin > Security Group Permissions   

 

 

Column Descriptions for Security Group Screen 

Security Group 

Security Groups are static and an employee’s Security Group is set by your 

office Administrators.   

SEE:  ADMIN User’s page for a detailed description of each Security Group. 

Allow EF Data Viewing 

For Drake and Crosslink users only: Employees within the listed security 

group assignments will not have access to the EF Data File Information un-

less access has been given by selecting this option for that group.  Those 

without access will not see the EF Data title bar within the Client File.  

Allow Account Upload/ Viewing 

  

Employees within the listed security group assignments will not be able to 

view or upload Account Documents within the Client File unless access has 

been given by selecting this option for that group.  Those without access 

will not see the Account Documents button appear in the Account Infor-

mation of the Client File unless the employee is he assigned user designat-

ed in the Account Information section. 

 

Allow EF Data Import

 

For Drake and Crosslink users only: Employees within the listed security 

group assignments will not be able to import EF Data (on the homepage or 

in individual client files unless access has been given by selecting this op-

tion for that group.  Those without access will not see the “Drake/Crosslink  

Web Service Electronic Filing Data Import” link on their hope page under 

their Office Overview or the “Import the most current Drake EF Data for 

this client” link within the Client File EF Database section.

 

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