Articles
Planning and Setup
Job Setup:
Flag jobs for AIA billing at the time of job creation.
Set up all install items before creating your first application.
Ensure install item descriptions match your contract schedule of values.
Instal...
Creating Applications
Regular Billing Cycles
Bill on a consistent schedule (e.g., monthly).
Do not skip application numbers.
Maintain sequential numbering.
Accurate Current Period Values
Be conservative when estimati...
After Posting
AR Invoice Review
Verify the AR invoice was created correctly.
Check that the amount matches the Application and Certification for Payment form current payment due.
Ensure the customer account was properly updated.
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Troubleshooting
Application Number Issues
If the system suggests an incorrect application number, check for missing applications.
Ensure all prior applications were properly finalized.
Contact support if numbering is incorrect.
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Compliance and Best Practices
AIA Form Standards
SedonaOffice generates forms that comply with AIA standards.
Do not modify the form structure or layout.
Ensure all required fields are completed.
Architect Certification
The ...