ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
44
Rollover Type Options
Copy Account Information:
All Client Account information will be (an End Date will be entered.)
Copy Account Information and Open Office Events:
This will close all open events from the source year and reopen them in the destination year. Plus, Ac-
count Information will be copied to the destination year.
Copy Account Information and Transactions:
This will include the Account information and Transactions
Copy Account Information Open Office Events and Transactions:
Account Information, open Office Events & Transactions will be copied to the destination year.
Scheduler Properties
Use the Scheduler Properties screen to change how the Employee Availability Schedule, Employee
Work Schedule, and Contact Appointment Schedule are displayed. The three schedules are linked to-
gether so if you change Scheduler Properties to one schedule you will automatically change the Sched-
uler Properties for the other two as well.
To access the Scheduler Properties Screen:
Go to Admin > Scheduler Properties.
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
45
Column Descriptions for the Scheduler Properties
Header column for date
This will include the date above the schedule view rather than just
appearing as the highlighted date of the calendar
Horizontal vs Vertical view
Set the appearance of the schedule to your personal preference.
ote: If you need to schedule for multiple preparers during peak tax season you may find a vertical
schedule inconvenient as it may require you to scroll through the page to view the entire day
.
Full Time Scale (Disabled)
The schedule will display only scheduled appointment times.
Time Scale Interval
Set the schedule to display in the time interval of your choice: 15
min., 20 min., 35 min., 60 min., etc.
Start of Time Scale
This indicates the time you would like the schedule to begin each
day. In the example above, the Start of Time Scale is 9:00 A.M.
End of Time Scale
This indicates the time you would like the schedule to end each
day. In the example above, the End of Time Scale is 9:00 P.M.
OTE: You must use military time to enter the Start Time (9:00) and end time (21:00.) If you
want the start time to be 12:00 A.M. then enter 0:01. If you want to show a 24 hour day the end
time must be 23:59.
Include End Time
This is mainly a cosmetic choice. If enabled, scheduled appoint-
ments will be shown until the very end of the time scale day. If
disabled, the schedule will show an extra cell at the end of viewa-
ble day though the end time is not included in the schedule.
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ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
46
Include End Time (Enabled)
Include End Time (Disabled)
Value Marks
This is another cosmetic choice. If enabled, separation lines will
appear on the time schedule.
Value Marks (Enabled)
Value Marks (Disabled)
Scheduling Types
Scheduling Types display on the Search Results page and the Account Information Section. They are
used to identify the clients scheduling properties, e.g., appointments, walk-ins, etc.
To access the Scheduling Types Screen:
Go to Admin > Scheduling Types.
Column Descriptions for Scheduling Types
Scheduling Type
Create and edit specific Scheduling Types required for your business and
reporting needs
Inactive
Remove a Scheduling Type option from view by selecting the Inactive
feature. Inactive files can be accessed later and is preferable to deleting.
Business Type
Designate a specific Scheduling Type to be associated with a Business
Type.
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
47
ote : That “Appointment” and “Drop-Off” are static Scheduling Types which are linked to the programing
fields needed for scheduling and adding new clients. They can be edited in the Account information sec-
tion in the Client File once they have been entered in ATOM.
Security Group Permissions
This screen is used to edit Security Group Permissions.
To access the Security Group Permissions Screen: Go to Admin > Security Group Permissions
Column Descriptions for Security Group Screen
Security Group
Security Groups are static and an employee’s Security Group is set by your
office Administrators.
SEE: ADMIN User’s page for a detailed description of each Security Group.
Allow EF Data Viewing
For Drake and Crosslink users only: Employees within the listed security
group assignments will not have access to the EF Data File Information un-
less access has been given by selecting this option for that group. Those
without access will not see the EF Data title bar within the Client File.
Allow Account Upload/ Viewing
Employees within the listed security group assignments will not be able to
view or upload Account Documents within the Client File unless access has
been given by selecting this option for that group. Those without access
will not see the Account Documents button appear in the Account Infor-
mation of the Client File unless the employee is he assigned user designat-
ed in the Account Information section.
Allow EF Data Import
For Drake and Crosslink users only: Employees within the listed security
group assignments will not be able to import EF Data (on the homepage or
in individual client files unless access has been given by selecting this op-
tion for that group. Those without access will not see the “Drake/Crosslink
Web Service Electronic Filing Data Import” link on their hope page under
their Office Overview or the “Import the most current Drake EF Data for
this client” link within the Client File EF Database section.
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