ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
48
Hide Office Events Contact Balance Summary Total
A quick accounting overview of your office and daily totals is available in
Balance Summary Total of each Office Even listed on your home page.
This balance will only be available to those whom you have given access
and typically utilized by administrators only.
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
49
Sites
Use the Site screen to edit an existing office Site. The sites appear in the Sites drop-down menu on the
Login Page, in the Contact’s Account Information section, on the schedules, and on the Office Event
screens.
To access the Sites Screen:
Go to Admin > Sites
OTE: If you close an office site and would like to remove it, contact the ATOM support team for assistance.
If you need to add any additional sites after your initial purchase, please contact the ATOM support team
for pricing.
Column Descriptions for Sites
Site Name
Customize the site name. Typically a site name is based on the office location (i.e.
city name, street name, etc.).
Abbreviation
Enter a two-character abbreviation of the Site Name. The two-letter abbreviation is
displayed on the Employee Availability Schedule and various Scheduler reports.
EFIN #
Drake and Crosslink clients should enter your tax office’s EFIN # associated with the
designated site.
EFIN Password
Enter your EFIN password assigned to you by Drake Software. The password can be
found on your shipping label and is the password you use to log into
https://support.drakesoftware.com/site/Login.aspx For Crosslink users enter your
Transmitter password. Contact Crosslink support for assistance.
Hour Difference from Eastern Standard Time (EST)
Enter the Hour Difference From Eastern Standard Time (EST). For example, if your
office were located in California you would enter -3 because California is on Pacific
Standard Time which is three hours behind the east coast. If your office is located in
the EST zone then leave the field blank and it will default to zero.
State Refund Link Enter the State Refund Link for the designated site. The State Refund Link is dis-
played in the Contact’s EF Database section and Client Portal. This is very helpful
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ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
50
when the contact calls asking, “Where is my state refund?”
EF Data System
Drake and Crosslink users should see “Drake or Crosslink” appear
in this col-
umn for proper EF Data importing. Please contact ATOM Support if you do not see
this and you are a Drake or Crosslink user.
Company Name Override for Address and Phone
Your company’s information, sourced from the Company section of Admin, will ap-
pear on invoices and printable transactions. You may override that information by
the entering information in these fields. This will be useful for companies with more
than one site/office as they may want to override the Source/Main company’s infor-
mation and enter site specific information to print on Client’s transactions and in-
voices.
Stations
Use the Stations screen to add a new office workstation or to delete/edit an existing office workstation.
The Stations will display on the Punch Clock screen and the In/Out Board.
ote: Offices with seasonal employees and unassigned desks may find this feature more useful than others as
they allow any user to track where an employee is for the day and at which number to contact them.
To access the Stations Screen:
Go to Admin > Stations.
Column Descriptions for the Stations
Station
The name of your office workstation to be displayed as a selection in the Punch Clock and
on the In/Out Board. Typically office workstations are named by their physical location
such as “Reception” but can be assigned per the needs of your office. To add a new Sta-
tion enter the new Station’s name, phone number, and site in the empty fields and click the
Save icon.
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ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
51
Phone
The office workstation’s phone number which will appear on the In/Out Board.
Site
The office workstation’s site location which will appear on the In/Out Board.
Inactive
Inactivate a Station when you are no longer using it for the tax season. This will remove it
as a punch clock selection and will no longer display on the In/Out board. Inactive stations
can be accessed later and is preferable to deleting.
Task Types
Use the Task Types screen to add a new Task Type, delete, edit, or make inactive an existing Task Type.
The Task Type names will appear in the Task Types drop-down menu in the Client File’s Task/Notes in-
formation section.
To access the Task Types Screen:
Go to Admin > Task Types
Column Descriptions for the Task Types
Pre-defined Note
Selecting the “note” icon will for a Task Type will allow you to enter, edit and save
a Pre-defined note for use in the Client File when creating a Task/Note for your cli-
ent records.