Atom software

ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

52 

 

 

 

Task Type 

Task Type or Note categories can be added, deleted or edited for your office use.   

ote: Task Type “General” is s a static field and is needed for programing use and cannot be deleted.  

 

 

Inactive 

Never delete a Task Type that is already linked to other entries in the software; in-

stead change its status to inactive by inserting a check mark in the Inactive box.  

Inactive Task Types will not appear in the Task Type drop-down menu in the Con-

tact’s Task/Notes information section.     

Event Status Link 

*This field is no longer in use and is a carryover from previous versions of ATOM 

Software.  Please disregard this column. 

Business Type 

“All Business Types”  is the default Task Type and will display for all Tasks/Notes 

in the drop-down menu.  You can customize Task Types to only appear as an op-

tion for designated Business Types.   

Confidential 

When a Task Type has been selected as Confidential the Task Type and note will 

only appear to users viewing the Client File/or User File who have an Administra-

tor Security Group designation. 

 

 

User Task Type 

User Task Types are only available as Task Type options in the pull down menus 

of the USER (Employee) file. 

 

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

53 

 

 

Note Required 

Selecting this option will require the user who enters this specific Task Type to 

leave a time stamped note in the Client File.    

 

Transaction Types 

Use the Transaction Types screen to add a new Transaction Type or to delete, edit, or to make inactive an 

existing  Transaction  Type.    The  Transaction  Type  names  appear  in  the  Transaction  Type  drop-down 

menu in the Contact’s Transaction Information. 

To access the Transaction Types Screen:   

Go to Admin > Transaction Types.   

 

 

Column Descriptions for the Transaction Types

 

 

 

Customized Transaction Type  Customized Transaction Type names can be added and edited but can-

not be deleted.  Use the blank field to add a NEW Customized Transac-

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ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

54 

tion Type. 

Category 

 

Choose the appropriate transaction Category for Transaction Type 

Inactive 

Never delete a Transaction Type if it is linked to other entries in the 

software rather remove a Transaction Type from view by selecting the 

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

deleting. 

Ordinal 

 

The order the Transaction Type names will appear in the Transaction 

Type drop-down menu when logging a transaction in the Client File.  

You may wish to order by increments of 5 so new transactions can be 

added without the need to reorder the entire list. 

Date 

 

Selecting this option will open the date field for the particular transac-

tion. 

Mark As Done 

 

Selecting this option will mark all transactions as “Done.”  This is the 

preferred method unless you plan to send multiple invoices during the 

year. 

 

Fee (DR) 

 

Selecting this option will open the Fee field for the particular transac-

tion. 

Default Fee 

 

Set a Default Fee for the particular transaction. 

Payment (CR) 

 

Selecting this option will open the payment field for the particular trans-

action. 

Discount 

 

Selection this option opens the discount field. 

Default Discount 

 

Set a Default Discount amount for the particular transaction. 

Payment Method 

Selecting this will open the payment field.

 

 

Default Payment Method 

Set a default payment method for the particular transaction. 

Adjustment Type 

Selecting this will open the Adjustment Type field. 

Adjustment Type Method 

Set a Default Adjustment Type method for the transaction. 

Note Required 

Selecting this option will require your users to add a note to the Trans-

action entry. 

 

 

 

 

Business Type 

Designate transactions by the associated Business Type.  

Transaction Type Grouping 

Designate a Type Grouping to use for your personal business records 

when using ATOM for your company’s accounting and bookkeeping 

Recursive Days 

Set a reoccurring transaction by setting the days which the transaction 

should post.  Enter in days how often you would like this transaction to 

reoccur, e.g., every 7 days, 14 days, etc.   

 

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