-
When creating a new Job, you have the option of applying one, many or all of the elements of a single or various Job Templates to the Job. At the bottom of the Job Task, Install Charge, Recurring Charges, and Materials List's is a button labeled A...
-
Last Updated: 08/08/2024
in SedonaOffice
Key Things To Know About WebFile
Every time you log onto the server a temporary location is opened for you to move files to and from the server. It is called WebFile .
It is Temporary – if you log off /let your session ...
-
Sales tax is automatically calculated on all invoice types depending on your company settings within the SedonaSetup application. If a Customer's Site is flagged as exempt; i.e. if there is an entry in the Tax Exempt field of the Site, no tax will...
-
Collecting delinquent customer accounts is a part of everyday business. The SedonaOffice application provides tools to track, manage, and report on customer delinquencies as they occur.
The Collections option within the Client Management ...
-
What is a User? A User in Sedona-X Mobile is most likely a Technician, however, may also be a Manager, Subcontractor, or another type of resource. Note: Before creating a new User, you must first create an Employee record in the SedonaOffice Sedon...
-
On the Issues/Returns data entry form is an option for performing transactions for Service Tickets. The software was changed to now only allow part returns directly from the Ticket. If you attempt to return parts on this form with the Service Tic...
-
Last Updated: 01/11/2023
in SedonaOffice Inventory Transfers The Return to Vendor option is used when parts are being sent back to a Vendor and a credit is expected for the parts return. When a Part Return is saved, the G/L account assigned to the Warehouse selected on the Part Return form is credited and ...
-
Last Updated: 01/12/2023
in SedonaSetup Service The Service Level is a required field on each System record, Ticket record, and a System Inspection record. The Service Level automates the amounts that will be invoiced to your customer for the service performed. These default amounts and rat...
-
Frequently Asked Questions
This article is for SedonaOffice 5.7 users who process payments in SedonaOffice using the CSG Forte payments integration. CSG Forte is making a change to their infrastructure that affects the integration with legacy...
-
SedonaOffice offers two methods of applying Unapplied Cash, Unapplied Credit Memos or Advance Deposits to your customer invoices. The first method is to open a Customer Explorer record and apply unapplied items to the customer invoices. The second...