Customer Tree Options and Activities

Once a new Customer has been created, the  Customer Explorer  form is displayed containing the structure of the customer and other information related to the customer, its sites, and systems. As activities are performed and transactions are poste...

When the  Activity Ledger  tree option is highlighted, the  Active Pane  will display a list of all transactions recorded to the Customer that affect the customer’s accounts receivable balance.  This information appears as a balance forward sta...

When selecting the  Aging  tree option, information in the  Active Pane  displays the customer's open invoices in aging buckets depending on the age of the invoices.   Also displayed are any unapplied items and information regarding the last da...

If your company is using the Collections module and the customer is or has ever been in one of the collection queues, all Collection history will be displayed in the  Active Pane . Right-clicking on the Collections tree option will display ...

Highlighting the  Contacts  tree option will list all Billing and Site Contacts in the  Active Pane .  A Contact record may be opened for viewing by double-clicking on the Contact record in the  Active Pane .  User permissions are required fo...

Highlighting the  Credit Memos  tree option will display the customer’s entire Credit Memo history in the  Active Pane .  If the Balance column of the Credit Memo equals zero, this credit memo has been fully applied to invoices. A Credit Mem...

Highlighting the  Credit Auto  tree option will display a list of any Unapplied Cash or Credit Memos that have been marked to auto apply to invoices that will be created in the future. Double-clicking on any item displayed in the active pane...

When the Deferred Income tree option is expanded, two additional tree items appear; Posted Current Year and Posted Prior Year.  All three menu options are explained below.  There are no right-click options available for Deferred Income. Deferred...

Highlighting the  EFT History  tree option will display a listing of all customer automated payments in the  Active Pane .  This includes transactions for ACH and Credit Cards that have been processed, pending funding, declined or voided.  For ...

When the  Inner Office Message  tree option is selected, a list of all open and closed messages created for the customer will display in the  Active Pane .   An Inner Office Message record may be opened for viewing by double-clicking on the ...

When the  Invoices  tree option is selected, a list of all paid, unpaid, and partially paid invoices created for the customer will display in the  Active Pane . An Invoice may be opened for viewing by double-clicking on the Invoice row in th...

When the  Jobs  tree option is selected, a list of all Jobs either open or closed which were created for one of the Customer’s Sites will display in the  Active Pane . The date column listed in the  Active Pane  is the  Sold Date  of the jo...

When selecting the  Journal Detail  tree option, the Active Pane will display a list of all transactions posted to the general ledger which are linked to the Customer.  Any transaction which affects the customer accounts receivable is displayed i...

The  Journal Summary  tree option will display a summarized list of all transactions posted to the general ledger which are linked to the Customer in the  Active Pane .  Each line displayed in the Active Pane lists all debits and credits posted...

When the  Notes  tree option is expanded, five additional tree items appear below the  Notes  tree option; General, Collection, Job, Prospect and Service.  General Notes and Collections notes may be manually added to the Customer’s note list.  ...

When the  Payments  tree option is selected, a list of all payments posted to the customer's account will display in the  Active Pane .  This includes checks and electronic payments by Credit Card or ACH.  There are no right-click options avail...

If the Customer record originated from a Prospect record within the Sales Management module within SedonaOffice, the Prospect information will be displayed in the  Active Pane .  Double-clicking on the Prospect record will open the Prospect recor...

When the  Recurring  tree option is selected, a list of all active Recurring Lines and Recurring Lines with a future cancellation date for the customer will display in the  Active Pane .  If a Recurring Line with a future cancellation date is d...

When the  Recurring History  tree option is selected, a list of all Recurring Line activity for the customer will display in the  Active Pane .  This includes adding new recurring, rate increases, rate decreases, cancellations, accounting corre...

When the  Refunds  tree option is selected, a list of all printed or pending Refund Checks generated for the customer will display in the  Active Pane .    If a check number is not displayed in the  Check#  field, this indicates the check ha...

When the  Sedona Event Log  tree option is selected, a list of all logged activities performed by a User for the customer will display in the  Active Pane .  This is essentially an audit trail of User activity which is related to the Customer a...

Selecting the  Service  tree option will display a list of all Service and Inspection Tickets created for one of the Customer’s Systems in the  Active Pane .  This list will include both open and closed tickets.   A Service or Inspection tic...

Selecting the  Systems  tree option will display a list of all active and inactive Systems for the Customer in the  Active Pane .  A System record may be opened for viewing by double-clicking on the System row in the  Active Pane .  User p...