Atom software

ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

40 

Prospect Message Subject 

ATOM_XXX/prospectmessage.aspx  

The Prospect Message Subjects will display on your prospect message Landing Page. 

See: ATOM Training Videos for more detailed information on Prospect Messages 

 

Referral Types 

Use the Referral Types screen to add, edit or inactivate a Referral Type.  The Referral Type names will 

display in the Referral drop-down menu in the Contact’s Account Information section. 

To access the Referral Types Screen:  

 

Go to Admin > Referral Types 

 

Column Descriptions for Referral Types 

OTE:  

Use extreme caution when deleting.  You should never delete a Referral if it is linked to other 

entries in the software, instead make it inactive.  DO NOT delete the Referral named Refer-A-Friend or 

PY (Prior Year) because they have special features associated with them.  You can, however, edit their 

name or make them inactive.     

Referral Type 

This field contains the name of the Referral.  If you are adding a NEW Referral 

N 

---

ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

41 

enter the Referral name in the empty field and click the Save icon.   

Discount 

This is the amount of discount offered for each Referral. This amount will auto-

matically display as a discount in the Transaction Information when the referral 

type is selected.   

Inactive 

If the Referral is no longer being offered, mark it Inactive rather than deleting the 

Referral. This will prevent the inactive Referral name from appearing on other 

screens and reports throughout the software.    

Cost 

Record the annual cost of each Referral promotion (if applicable) in the Cost 

field.  Each year you must update the Cost field with NEW cost data.   This field 

is used to calculate the Return On Investment (ROI) Report. 

Business Type 

Categorized referral types will only apply and be available for designated Busi-

ness Types

 

 

Rejection Codes 

Pertaining  to  Drake,  Crosslink  and  TaxWise  users:  Use  the  Rejection  Codes  screen  to  add  a  new  IRS 

Rejection Code, or to delete or edit an existing IRS Rejection Code.  The Rejection Codes will display in 

the  EF  Database  screen  on  the  Contact  Information  page  and  the  Reject  Office  Event  screen  on  the 

Home page. 

To access the Rejection Codes Screen: 

 

Go to Admin > Rejection Codes. 

 

 

---

ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

42 

Add New Rejection Codes 



 

From the Rejection Codes screen: 



 

Enter a new IRS Rejection Code number 



 

Enter the Description 



 

Click the Save icon.   

If you need to edit or delete a Rejection Code, use the Edit or Delete icons.  

Report Permission 

Use the Report Permission screen to edit existing Report Permissions and Customized Text that can dis-

play at the bottom of the reports.  This screen shows which Security Groups can view specific reports.   

OTE:  Printable Transaction Statements and Refer-A-Friend page orientation and layout will now 

accommodate Standard #9 Window Envelopes for mailing.   

 

To access the Report Permission Screen: 

 

Go to Admin > Report Permission. 

 

Column Descriptions for Report Permissions 

Report 

 

Report names are static 

Security Group 

Security Group access can be changed by selecting the icon to display the Securi-

ty Group drop-down menu.  Select the appropriate Security Level to view the se-

lected report.  To select multiple Security Groups depress the control key and 

highlight the Security Groups simultaneously, then click the Save Icon.  

N 

---

ATOM Software Admin Manual 

 

Admin Set-Up 

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

 

43 

Customized Text 

Text can be added to any report and will appear below the report details on pdf 

generated data.  Typically you would utilize this option for Marketing or specific 

seasonal messages to be added to your Client Printable Transaction History, Bal-

ance Due Invoices and Statements, or Referrals and RAF’s.   

 

 

Rollover Accounts 

Add a new year of accounts for all selected clients at once.   

ote: Please contact the support team for assistance if you choose to use this option.

 

 

To access the Rollover Accounts Screen:   

Go to Admin > Rollover Accounts  

 

Instructions for Rollover Accounts 

Year to copy from 

 

Enter the year you want to copy 

Year to copy to 

Enter the year you want to copy to 

Business Type 

 

Select the Business Type you want to copy

   

 

N 

---