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Prior to generating your first batch of Statements, make certain to read the topic Statement Process Definitions . Follow the instructions below and on the following pages to generate and print customer Statements. 1. Navigate to the Main Applica...
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There are three methods for setting up Recurring Lines. The option selected for setting up the recurring lines depends on your company's own policies and procedures. Setup the recurring lines when initially creating a new customer. Setup ...
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Cycle Invoicing is the process of creating invoices for your customers who have active and billable recurring lines set up on their Site or System records. Cycle Invoicing is a five-step process.
· Generate a Cycle
· Review a report to...
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Jobs may be invoiced once a Job Task line flagged for invoicing has been approved and there are billable charges setup on the Job record. The Job Type selected on the Job Work Order form determines the invoicing method for the Job. All Job Invoi...
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Master Accounts are a customer structure designed to accommodate customers with a large number of Site locations. The structure of a Master Account contains an additional level called a Subaccount. Attached to each Master Account are one or more S...
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Last Updated: 01/30/2024
in Sedona-X Mobile
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Last Updated: 01/11/2023
in SedonaOffice Job Management Before closing a Job, there are several items which should be verified/reviewed prior to beginning the process. Until you become quite familiar with all the contributing elements of a Job, it is a good idea to develop a check list of items to revie...
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User Permissions
Prior to assigning user permission, ensure your User Setup is completed. Find the article here Sedona-X Mobile: User Setup
In the Password field, click on the question mark icon for the formatting rules for passwords. ...
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This eLearning focuses on SedonaAPI to include the customer view, company view, customer registration and adding users to Sedona-X mobile.
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If corrections need to be made to one or more payments within a payment batch and the batch has already been deposited, the deposit may be reversed so that corrections can be made. After making corrections the batch will be re-deposited with the or...