System Requirements
Before using AIA Billing, ensure your SedonaOffice system meets these requirements:
- AIA billing is a feature introduced with SedonaOffice v6.2.0.23 (earlier versions of SedonaOffice do not have this feature)
- Job Module Access: Users must have appropriate permissions to create and manage jobs
- AR Module Access: Required for invoice generation and customer billing
- GL Integration: Properly configured GL accounts for revenue recognition
- Install Items: Understanding of how to create and manage install items in jobs
Company Setup
There is no specific setup to enable AIA billing. Sites that have updated to SedonaOffice 6.2.0.23 can begin using AIA style billing, if needed.
To use AIA Billing, on the Job Work Order Entry form, users select the Enable AIA Style Billing checkbox. This changes the Install Items on a job/work order to Scheduled Values.
User Permissions
Ensure you have the following permissions:
- Create and edit jobs
- Manage install items
- Create billing applications
- View and print AIA forms (Application and Certification for Payment form and Continuation Sheet form)
- Post AR invoices