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The Customer Query Builder is a tool that enables SedonaOffice Users to create custom queries based on your company’s data that is stored in the SedonaOffice database. A Customer Query Builder report design builds a SQL query behind the scen...
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When highlighting the Payment Options menu option from the customer tree, the Active Pane will display any Credit Card or ACH Bank records that exist for the Customer. Only the last four digits of Credit Cards and/or the Customer Bank Acco...
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Negative payment batches are used when a payment was applied to the incorrect invoice or the incorrect customer account and the accounting period of the batch is closed and/or the batch has already been cleared using the Bank Reconciliation process ...
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New Inspection records are setup and maintained on a customer's System record. Inspection records may be setup by right-clicking on the Inspections option of the Customer Tree at the System level and selecting the New Inspection option. You may a...
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To create a Job Invoice that includes a Holdback, follow the instructions below. 1. From the Main Application Menu navigate to Job Management and select the Job Queue menu option. 2. The Open Job List will be displayed. Click the Ready to Invo...
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If a customer has unapplied cash on their account, you are able to refund all or a portion of the amount to a credit card or bank account on file for the customer. There are few steps that must be completed to be able to make the refund. Move the...
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Invoices created in SedonaOffice are posted to the general ledger in a “real time” manner. This means that when the User presses the Save button on an Invoice form, it is immediately posted to the general ledger and the customer’s accounts receivab...
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Selecting this option will display a list of seven options: Customer Query GL Query AP Query Sales Tax Query Part Query Job Query SQL Query Access to all Query options is controlled by User Group Security. If the User does not have permis...
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Last Updated: 05/03/2024
in Integrations
Welcome to the SedonaOffice Stages Integration. This integration ensures greater continuity between linked databases with two-way sync functionality, reduces data entry as much as possible on both ends of the integration, and includes a smooth us...
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Last Updated: 02/26/2025
in SedonaOffice Client Management 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.
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