Updated Articles

  1. User Group Security Setup

    To be able to setup a new Inspection record or edit an existing Inspection record, the User must be granted permission within the User Group to which they are linked.  The permission is located on the Application Access tab within the CM permission ...
  2. Inspections Overview and Topics

    The Inspection Ticket generation program within SedonaSchedule creates tickets in bulk based upon the information contained in the Inspection Setup records that are attached to a Customer’s System record within the Customer Explorer.  It is importan...
  3. Handling Invalid Lockbox Transaction Records

    Depending on which bank file format your company is using, different pieces of information may be required to import the data into SedonaOffice as a customer payment.   Using the Generic File format as an example, the invoice number is a requir...
  4. How to Process a Lockbox Payment File

    Importing electronic lockbox files is accomplished using the Accounts Receivable Payment Processing function.  Deposits are made as any other normal payment batch.  Follow the instructions below to process an electronic lockbox file.   The example...
  5. Lockbox Overview and Topics

    Lockbox is a service offered by banks to companies in which the company receives payments by mail to a post office box, the bank picks up the payments from the post office, deposits them into the company bank account and notifies the company of the ...
  6. Consolidated Customer Refund Check

  7. Pay Bill with a Credit Card

  8. SedonaOffice eForms Guide

  9. Inner Office Messaging Quick Reference

  10. Recurring Items Guide