Articles
Unapplied Cash and Credits Overview and Topics
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...
SedonaSetup-Unapplied Cash and Credits
Below is a list of the setup tables impacting the application of Unapplied Items. Category Chart of Accounts
User Group Security-Unapplied Cash and Credits
For a User to be able to apply cash or Credit Memos to customer invoices, certain security privileges must be granted to the User through the User Group Security options within SedonaSetup. The following User Group Security options located within t...
How To Transfer Unapplied Cash from one Customer to Another
Customer Account – Transfer From
Open the Customer Account where the Unapplied Cash is currently applied.
Right-click on the Unapplied Cash line and select “Transfer to Another Customer.”
Enter the Customer Number...
Update Unapplied Cash Header
If we can confirm unapplied cash has been fully applied, but the cash still shows an open balance, this script can be run to update the unapplied cash header. First also confirm the applied cash shows correctly in the activity ledger and general led...