SedonaOffice
Before setting up the Invoice Items in SedonaOffice Setup you first need to set up the Job Expense Types because Each Invoice Item is linked to a Job Cost Type (Job Expense Type)
Job Expense Types:
Job Expense Types are used to categorize types of expenses related to Tickets and Jobs. There a five pre-defined records in this table which have a specific purpose within the application; you may not delete or modify these expense types. M – Materials L – Labor C – Commission V – Overhead O – Other
Additional expense types may be created to track expenses: See below examples.
Subcontractor – S
Engineering services – E
Permit and fees – P
Equipment rentals – ER
Freight – F
These Additional Expense Types can also be set up to use for Custom Job Costing Buckets in SedonaOffice.
Invoice Items:
When creating an Invoice Item in SedonaOffice, select the appropriate Job Costing Type (Job Expense Type) that will be mapped in WeSuite to a Charge Item or selected as an Invoice Item in Accounting Job Setup.
Examples of SedonaOffice Invoice Items:
Labor Install – WeSuite (Expense Type – L)
WeSuite Charge Item O (Expense Type – O)
Subcontractor (Expense Type – S)
Equipment Rental (Expense Type – ER)
Freight (Expense Type – F)
WeSuite – Conduit M (Expense Type M)
WeSuite
This Estimate has Chargeable Items that are linked to Custom Buckets in SedonaOffice for Subcontractor, Equipment Rental, and Freight.
There are also Chargeable Items using the Labor Cost Type, Materials, and Other.
When completing the Accounting Process in WeSuite, if one or more Chargeable Items are included in the Estimate, you must have the “Combine Invoice Other” option selected.
If you have selected Chargeable Items that are mapped to the Custom Buckets in SedonaOffice, then you must also select an “Other Invoice Type” as well as having the “Combine Invoice Other” selected.
When the Job is created in Sedona, the Chargeable Items import into the correct Costing Buckets.
The Labor and Material Chargeable Items are added to the Parts and Labor Buckets.
The Custom Buckets are imported into the correct Custom Buckets.
The Chargeable Items linked to “O” and “OW” are combined in the Other Costing Bucket.
