Atom software

ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

55 

ote: 

Frequently used Reports concerning Transaction Types will include Reports>Cash Receipts – Cash 

Receipts to reconcile your accounts for the day/week/mth and Management – Balance Due Statement & 

Invoice for client billing.

 

 

 

 

 

 

Upload Types 

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

Upload Type.  The Upload Types appear in the Permanent Documents, Account Documents, Company 

Uploads and User Uploads. 

 

To access the Upload Types Screen: 

 

Go to Admin > Upload Types. 

 

 

Column Description for Upload Types 

Upload Type 

Customize the name of the upload as you would like it to appear in the Up-

load Type drop-down menus located on the Permanent Documents, Account 

Documents, Company Upload, and User Upload pages. 

OTE:  Upload Types ID–Taxpayer and ID–Spouse cannot be edited or deleted because they trigger func-

tionality throughout the software.  

 

Upload Type Category  

Designate the Upload Type by its category (how it’s attached to a client’s 

file.)

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

56 

Upload Type Category Definitions 

  

Contact Uploads  

Found in the Contact Info Section of the Client File labeled Perma-

nent Documents. 

Account Uploads 

Found in the Account Info section of the Client File.  

Company Uploads    Found in the Company section of Admin page and are specific to 

your documents that need an ATOM source link when using Addi-

tional Links to access things like Company Letterhead, Intake forms, 

Schedule C documentation or IRS Due Diligence proof.  

User Uploads  

Found in the User section of the Admin page and are specific to 

your employees and are typically reserved for your own Human Re-

source documents for said employee. 

 

Inactive 

 

Check the Inactive box if you no longer want the Upload Type to appear in 

the Upload Type drop-down menus.  You will not be able to delete the Up-

load Type if it is linked to one or more records.   

Business Types 

Match the Business Type with its Upload Type name.  If All Business Types 

is selected then that particular Upload Type will display for all upload in the 

drop-down menu.   

 

Required 

 

This feature is linked to the Self-Check In Screen.  If required & the upload is 

not in the file the client will be asked to see the receptionist after checking in.  

Confidential 

 

Selecting an upload as “Confidential” will hide that upload, as well as the op-

tion to select it, from all other users but Administrators.  

 

Users  

The User section allows you to add, delete, edit, or upload User Personal Information, Tax Information, or 

Family Information.  All employees who will use your ATOM software suite should be entered as a user. 

 

OTE:  Before a User’s name will appear in report drop-down menus, a Begin and End Date must be en-

tered in the User’s Tax Information section. Before a User can link billable and non-billable hours to a 

particular contact, a Billing Rate must be entered in the User’s Tax Information section unless the User’s 

security level is Administrator. 

 

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

57 

Personal Information  

 

Before a User can access the software, the Administrator must complete all fields marked with an asterisk 

within the User‘s Personal Information screen.  To access the Admin User Personal information screen go 

to Admin > Users > View.   

 

 

From the User screen, click the Add New User button if you are adding a new User or click on the Eye 

icon link if you are viewing, deleting, or uploading the User’s Personal Information 

 

 

Column Descriptions for Personal Information 

 

* Name 

The User’s first, middle initial and last name. 

* User Name 

The User Name can be up to 25 alphanumeric characters.  It is not case sensi-

tive.  You need a User Name to log in to the software.   

* Password 

The User Password can be up to 25 alphanumeric characters

.  

It is case sensi-

tive.  The User Password must be at least 8 characters long, include a capital 

and lower case letter as well as a special character or number.  It is not visible 

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