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For Payment Batches that have not yet been deposited, if an error was made on the amount of the payment or an incorrect customer number was entered, or the tape total entered on the batch header was incorrect, follow the instructions below to make t...
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When progress billing a customer, after each invoice is saved, this automatically reduces the amount left to invoice. When the next invoice is created, only the balance of what is left to invoice will auto-fill into the invoice form. To create a J...
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If the number of items to reconcile is quite lengthy and there is not enough time to finish the reconciliation, the User may click the Finish Later button located at the lower right of the form and continue at a later date. All payments and deposit...
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Once a Purchase Order is received for Inventory Parts and/or Expense Items, a Receipt record is created and posted to the General Ledger. If receiving purchase orders, it is important to always match a bill to a receipt record. If a bill is entered...
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Last Updated: 01/11/2023
in SedonaOffice Job Management The Job Queue is a listing of all Jobs currently in process - this is basically your company's backlog of Jobs. This listing is accessed from the Main Application Menu Job Management / Job Queue. At the lower right of the list, the Total Open Inst...
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Users may void a credit card or ACH transaction that is displayed under the Ready tab at any time. No general ledger activity will take place when this is done. The payment will move from the Ready tab to the Voided tab.
Once a transaction ha...
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Once a bill is received from a Vendor for Inventory Parts or Expense Items ordered on a Purchase Order, you will enter the bill by matching to the Receipt record created when the Purchase Order was received. If your company is not using the SedonaO...
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The Materials form is used to create a list of inventory parts that will be used in the System installation. This form also displays the quantity of parts that have been issued to the Job from a warehouse or from the receipt of a Purchase Order. I...
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When highlighting the Customer Information menu option from the customer tree, the information displayed in the Active Pane is setup data from the Customer Information form along with any Customer Custom Field data. When right-clic...
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Billing Contacts are individuals that your company could call for billing-related questions. Each Bill To record may have an unlimited number of Billing Contact names. When right-clicking on Contacts, the only option available is New Bill Con...