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Reference Documents |
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| Service |
Service and Inspection Reference Guide:
This guide provides information describing the functionality
contained in the Service and Inspection modules of SedonaOffice Version
5.3+ |
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Inspections:
Reference document: Covers the setup and use of the Inspection Service
Tickets functionality released with version 3.02.010.
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| Accounts Payable |
Paying
A/P Bill with a Credit Card:
Complete instructions on how to pay an accounts payable bills with
a credit card.
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Removing
a Bill Selected For Payment:
This document describes how to remove a bill(s) from an Accounts
Payable check.
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| Accounts Receivable |
Cash
Payment Reversal:
Covers the recommended steps to handle the reversal of a cash item.
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Customer Refund Checks:
Complete instructions on how to generate a customer refund check.
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NSF
Charges:
Covers the setup and process for handling NSF customer payments.
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Credit Requests:
Complete instructions on how to setup and use Credit Requests.
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| Job Management |
Job
Approvals:
Covers the setup and process for Job Approvals.
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Job
Working Parts List:
Covers the setup and process for working parts lists.
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Task List
Override:
Covers the setup and process for overriding a jobs tasks list.
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Percentage
Job Types:
Covers the setup and process for invoicing Jobs based on a percentage
of the installation charges.
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Job
Change Orders:
Covers the process for using Job Change Orders.
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Hold-Back
Job Types:
Covers the setup and process for using Hold-Back (Job Invoices requiring
a retained percent) Job Types.
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| Client Management |
Company
Rate Change:
Functionality and instructions on how to use the Company Rate
Change feature.
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Moving
A System Record:
Covers the process for moving a System to a new Site.
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3rd Party
Recurring Bill To:
Covers the process of 3rd party recurring billing.
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Quantity
Based RMR:
Functionality and instructions of Quantity RMR.
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| Inventory |
Inventory
and Standard Costing:
Review of the new Standard Costing features in 5.1
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Warehouse/Part
Linking:
Covers the process for linking inventory parts to a warehouse.
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Inventory
Setup Guide:
Complete reference guide on using the Inventory Module
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| Sales
Management |
Sales
Management Reference Guide:
This guide provides information describing the functionality
contained in the Sales Management modules of SedonaOffice Version
5.3+
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Miscellaneous |
User
Group Security Planning:
Excel Workbook with a listing of Application Access Options &
Report Access Options. |
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SedonaOnline Support Help and Reference:
Guidance on using the
SedonaOnline Support system.. |
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