Accounting and billing processes in TOTAL

This document explains ways to manage your accounting and billing information using TOTAL.

Document 6108  |  Last updated:  10/28/2019 BAC

The accounting process in TOTAL differs from WinTOTAL Aurora's, but is still just as easy. Titan Office has replaced Business Management tools and offers even more control and utility, but you can also use TOTAL's SmartFilters, or export your data to QuickBooks for more complex data management. Select a tab below for more information on each option:

Titan Office is an upgrade to and replacement for XSite's Business Management — giving you all the functionality you need to grow and manage your business. All of your existing billing information has been migrated over to Titan Office from Business Management, so you wont have to set up any new products in a new system.

Click Here for more information and to purchase Titan Office or click here to read the Titan Office User's Guide.

For easy billing management and invoice tracking, TOTAL offers SmartFilters. Track paid and unpaid invoices for specified report folders by date range, filter by Client, and edit invoices directly from the Appraisal Desktop.

If you've moved to TOTAL from WinTOTAL Aurora, you'll need to move your WinTOTAL reports to a TOTAL folder in order to track or view the invoices in SmartFilters. For more information about SmartFilters, click here.

If you've been using WinTOTAL's Desktop Billing for accounting and have moved to TOTAL, QuickBooks™ is a similar option that provides complex accounting tools for your data.

If you're looking for a more comprehensive tool for your billing with features such as reporting or invoicing analysis, use our QuickBooks integration. Here's a basic rundown of how to get QuickBooks up and running with TOTAL:

  1. First, install QuickBooks and configure your company, product, and invoice information.
  2. Now, export your WinTOTAL reports to QuickBooks to transfer your current Desktop Billing and accounting information.

That's it!  You're ready to start exporting reports from TOTAL to QuickBooks. For more information on exporting, click here.


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