ATOM Software Admin Manual
Getting Started
© 2015 Automated Tax Office Manager, LLC. All rights reserved
11
If this feature does not work:
Click on the Start button on the Task bar
Click the Control Panel button
Click twice on the Internet Options
Click on the Advanced tab
Scroll down to Reuse Windows for Launching Shortcuts
If the box is checked remove the check mark
Then click on the Apply button
After this change, opening multiple programs at the same time should be possible.
OTE:
If running Internet explorer 8.0 you will need to open a new session from the File menu and select
New Session.
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ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
12
Set-Up
To set up your software you can review and customize all Setup screens listed in the Administration
Menu located in the Admin Tab.
OTE:
To allow the Admin tab to appear the user’s security level must be set at Administrator.
:
On the Home Page, select the ADMIN Tab.
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ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
13
Account Types
Use the Account Types screen to add a new Account Type or to delete, edit, or make inactive an
existing Account Type. The Account Type will display in the Account Information section on the
File Information page and several Office Event screens on the Home page.
To access the Account Types screen:
Go to Admin > Account Types.
Column Descriptions for Account Types
Account Type
Account Type name.
Due Date
D
ue Date for the Account Type in ( mm/dd) format if applicable.
Extension
Extension date for the Account Type in ( mm/dd) format if applicable.
Inactive
If the Account Type is no longer being offered, mark it Inactive rather than
deleting the Account Type. This will prevent the inactive Account Type name
from appearing in drop-down menus throughout the software.
Business Type
Designated Business Type associated with the Account Type.
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
14
Additional Link Types
Additional Link Types should be set up before adding Additional Links in ATOM. The Additional Link
Types will allow you to create new Additional Link Types, delete, edit, or make inactive an existing
Additional Link Type. Additional Link Types will help you organize and better utilize your Additional
Links in ATOM for quick reference of frequently used documents and links.
To access the Additional Link Types screen:
Go to Admin > Additional Link Types.
Column Descriptions for Additional Link Types
Additional Link Type
D
escription for the Additional Link Type.
Business Type
Business Type associated with the Additional Link Type
Inactive
If the Additional Link Type is no longer being offered, mark it Inactive
rather than deleting. This will prevent the inactive Additional Link name
from appearing in drop-down menus throughout the software.
See: Additional Links section for further information
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
15
Adjustment Types
Use the Adjustment Types screen to add, edit, and delete Adjustment Types. The Adjustment Types are
displayed in the Transaction Information section within your drop-down menu options and are used to
adjust transaction errors or balance accounts while still keeping proper records of your transactions
without deleting them.
To access the Adjustment Types screen:
Go to Admin > Adjustment Types.
Column Descriptions for the Adjustment Types
Adjustment Type
Name of the Adjustment Type.
OTE:
The Adjustment Type Other cannot be edited, deleted, or made inactive.
Inactive
If the Adjustment Type is no longer being offered, mark it Inactive rather than
deleting. This will prevent the inactive Adjustment Type name from appearing in
the drop-down menu in the Transaction Information section.
See: Admin > Transaction Types for more information.
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