Articles
3rd Party Dealer Billing
This document is designed to describe options on how to process transactions in SedonaOffice where your company is billing and collecting payments on behalf of an Alarm Company (Dealer).
This process uses a certain set of G/L Accounts and Branc...
Adding a Non-U.S. Postal Code to a Customer
To add the postal code for a foreign address, you can either add or update a site or customer address.
When in the Edit Address window, go to the Country dropdown menu and select the country that needs to be added.
Once the...
Client Management Overview
This module contains many functions used by clerical and management-level SedonaOffice Users. User Group Security permissions secure each option within this module. Please refer to the User Group Security topic for each permission setting. F...
Error Opening Bank Payment Method on Customer
Issue:
When attempting to open a Bank Payment Method for a customer, the error below is returned.
Error: Sequence contains no matching element.
Resolution:
One cause that we have seen is having hidden characters in the...
Example of a Company Rate Change Excluding Accounts
Below are the steps to output the accounts that are to be excluded in a Company Rate Change.
Always backup data before running any rate increases and it is a best practice to do testing of any rate change in the Sandbox first.
...
How to a Create a Critical Customer Message
When a customer needs special care, attention or anything that needs to get a user's attention to address, when accessing a customer account, a user can create a pop-up message with an important message for a user to address or follow. Below is an e...
How to Add or Remove Critical Messages in SedonaOffice
This document goes over how to add or remove critical messages about a customer’s account that other users need to know. The process can be done in any version of SedonaOffice 6.2.x.
Overview
The same steps will be done for either adding ...
How to Change Billing from Subaccount to Billing to Master
How to bill subaccounts is different for every customer. This document will go over how to change billing the subaccount to billing the master. Document uses examples from SedonaOffice version 6.2.0.16.
Overview
The easiest way to tell ...
How to Move a System from One Site to Another
Sometimes systems need to be moved between sites with in a customer account. Steps below show how to do this. SedonaOffice version 6.2.0.14.
Overview
The steps below are only for moving systems between sites in one account.
Steps...
How to Remove a Late Fee from a Customer’s Account
There may be instances where you find yourself looking to remove a late fee from a customer’s account. Below are the steps to remove a late fee from showing on the customer record.
Locate the Late Fee in the Customer, located where you will se...
How to Remove Equipment from a System
When a customer needs to remove equipment from a customer's system, the steps are below.
Find the account
Goto Sites> and choose the respective System
Under the system choose Equipment
Right-click on the part that needs to be re...
How to Show Site Information of the Subaccounts on One Invoice
There are times when Master accounts need one invoice with all the subaccounts showing the site addresses. This document will show how to achieve that result. The version of SedonaOffice used is 6.2.0.16.
Overview
The steps below will b...
How to Update Customers to Have Late Fees
Note that this script should not be used for one off user data entry errors. Customers should correct these manually through the front end.
If you want to change customers to have late fees, you can use the script below and replace the [Custome...
Invalid Use of Null on Customer Record Load
When loading the customer record for the first time, you may encounter a 94 Null error.
If this null only occurs the first time you load the customer record, then the null is likely being thrown from a site address. To resolv...
RMR Lines by Invoice Item
You can use the script below to see how many recurring lines are assigned each Item. This script also shows which Recurring Line Descriptions are different than the actual Item Description if the customer would like that cleaned up.
...
Maximum Number of Sites and Jobs Allowed on a Standard Customer
Customer Account
There is a Maximum number of 2000 Sites per Customer.
There is a Maximum number of 1000 Jobs per Customer Site.
There is no Maximum number of Jobs per Customer, just per Customer Site.
However, even thou...
Customers Imported into SedonaOffice are not created with Registration Code generated
Issue:
Users are experiencing an issue with customers when trying to edit the customer information. They are receiving an error that states that the registration code must be 6 hexadecimal digits.
Resolution:
When the customer i...