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The majority of Journal Entries posted to the General Ledger are performed automatically when a transaction is saved by a User. Nearly every company will still need to create manual journal entries as a part of normal bookkeeping such as depreciati...
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SedonaOffice has integrated with Forte (a third-party payment processor) for processing of credit card and ACH transactions for customers in the United States and Canada. SedonaOffice customers must have a merchant id issued from Forte to process t...
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Last Updated: 01/11/2023
in SedonaOffice Inventory The Receive Parts function is used to receive a Purchase Order or Repair Order to bring stock into one of your warehouses or direct expense the parts on the Purchase or Repair Order. Follow the steps below to receive a Purchase Order or Repair Or...
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Customer cancellations are a reality for every business. The SedonaOffice application provides a vehicle to track, manage, and report on customer cancellations as they occur. The Cancellation option within the Client Management module is used when...
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The SedonaOffice Mail Merge functionality uses the Mail Merge feature within Microsoft Office MSWord to generate letters. Before letters may be generated, template letters must first be created. This section provides information on how to create a ...
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Follow the instructions below to print a group of invoices listed in the Invoice Print Queue. 1. Navigate to the main application menu and select the Accounts Receivable / Print Invoices menu option. 2. The Select Invoices form will be displayed. ...
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New customer cancellations are initiated from the Client Management module. Select the Cancellations option within this module. 1. After selecting the Cancellations option within the Client Management module, the Cancellation Queue will be ...
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Last Updated: 01/11/2023
in SedonaOffice Job Management Job Sales Reversal Overview The Sales Reversal function is used when a Job has been cancelled and your company will not be completing the Job. Processing a Sales Reversal will created a Sales Reversal Change Order that will create negative a...
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The Payment Processing menu option (from the Accounts Receivable menu) is primarily used to create manual payment batches from payment sources other than EFT transactions, and apply payments to customer accounts, accrued late fees, job advance depos...