|
Reference Documents |
|
| General Ledger |
Distribution Account:
This guide is discusses the functionality of the General Ledger
Distribution account in SedonaOffice. The Distribution account was
first introduced in SedonaOffice with the 5.2 release.
|
 |
| Accounts Payable |
Paying
A/P Bill with a Credit Card:
Complete instructions on how to pay an accounts payable bills with
a credit card.
|
|
Removing
a Bill Selected For Payment:
This document describes how to remove a bill(s) from an Accounts
Payable check.
|
|
| Accounts Receivable |
Cash
Payment Reversal:
Covers the recommended steps to handle the reversal of a cash item.
|
|
Customer Refund Checks:
Complete instructions on how to generate a customer refund check.
|
|
NSF
Charges:
Covers the setup and process for handling NSF customer payments.
|
|
Credit Requests:
Complete instructions on how to setup and use Credit Requests.
|
|
| Job Management |
Job
Approvals:
Covers the setup and process for Job Approvals.
|
|
Job
Working Parts List:
Covers the setup and process for working parts lists.
|
|
Task List
Override:
Covers the setup and process for overriding a jobs tasks list.
|
|
Percentage
Job Types:
Covers the setup and process for invoicing Jobs based on a percentage
of the installation charges.
|
|
Job
Change Orders:
Covers the process for using Job Change Orders.
|
|
Hold-Back
Job Types:
Covers the setup and process for using Hold-Back (Job Invoices requiring
a retained percent) Job Types.
|
|
| Client Management |
Company
Rate Change:
Functionality and instructions on how to use the Company Rate
Change feature.
|
|
Moving
A System Record:
Covers the process for moving a System to a new Site.
|
|
3rd Party
Recurring Bill To:
Covers the process of 3rd party recurring billing.
|
|
Quantity
Based RMR:
Functionality and instructions of Quantity RMR.
|
|
| Inventory |
Inventory
and Standard Costing:
Review of the new Standard Costing features in 5.1
|
|
Warehouse/Part
Linking:
Covers the process for linking inventory parts to a warehouse.
|
|
Inventory
Setup Guide:
Complete reference guide on using the Inventory Module
|
|
| Original Service Module
|
Service and Inspection Reference Guide:
This guide provides information describing the functionality
contained in the Service and Inspection modules of SedonaOffice
Version 5.3+ |
|
Inspections:
Reference document: Covers the setup and use of the Inspection
Service Tickets functionality released with version 3.02.010.
|
|
| New Service
Module |
New
Service Module Setup (BETA):
This document contains Setup and Configuration information related
to recent enhancements/changes of the New Service Module |
|
New
Service Module Users Guide (BETA):
This document contains basic usage information related to recent
enhancements/changes of the New Service Module
|
|
| Sales
Management |
Sales
Management Reference Guide:
This guide provides information describing the functionality
contained in the Sales Management modules of SedonaOffice Version
5.3+
|
|
|
Miscellaneous |
User
Group Security Planning:
Excel Workbook with a listing of Application Access Options &
Report Access Options. |
 |
SedonaOnline Support Help and Reference:
Guidance on using the
SedonaOnline Support system.. |
|
