Your SedonaOffice Guide: Start Here

We've put together the below outline to guide you on your knowledge journey. For a complete list of all the SedonaOffice content, reference our SedonaOffice Knowledge Base.

We recommend you start with watching the SedonaOffice User Overview eLearning.

SedonaSetup

SedonaSetup is located within the SedonaOffice application which assists your company in setting up your system. Before setting up your system, please reference this article.

SedonaSetup KB Category

SedonaOffice Menu

The below categories follow the menu in SedonaOffice. The links will take you to those sections within the Knowledge Base (KB) where you will find helpful information.

SedonaOffice Menu Options

Client Management

Client Management KB Category

This category includes topics such as:

• Cancellations
• Collections
• Company Rate Change
• Customer Explorer
• Customer Query Builder
• EFT Customer
• Manage Chain Accounts
• Master Account Management
• New Customer

Client Management Overview

Client Management How To Videos

Accounts Receivable

Accounts Receivable KB Category

This category includes topics such as:

• Credits
• Cycle Invoicing
• EFT Processing
• Invoicing
• Deposits
• Payment Processing
• Print Invoices
• Sales Tax
• Statements
• Unapplied Cash & Credits

Accounts Receivable How To Videos

General Ledger

General Ledger KB Category

This category includes topics such as:

• Account Register
• Chart of Accounts
• Deferred Income
• GL Query Builder
• Journal Entry
• Reconcile Bank Account
• Royalties & Commissions

General Ledger How To Videos

Accounts Payable

Accounts Payable KB Category

This category includes topics such as:

• Bills
• Checks - Print Checks, Write Checks
• Comdata Interface
• Purchase Orders
• Recurring Items
• Vendors & Vendor Credits

Accounts Payable How To Videos

Inventory

Inventory KB Category

This category includes topics such as:

• Costing Methods
• Issues/Returns
• Parts
• Physical Inventory
• Repair Order
• Stock Adjustments
• Transfers
• Warehouses

Inventory How To Videos

Inventory: It's What Counts (webinar)

How to do Physical Inventory (video)

Job Management

Job Management KB Category

This category includes topics such as:

• Job Approvals Functionality & Setup
• Job Costing
• Job Management Setup
• Job Templates
• New Job Creation
• Processing a Job
• The Job Record

Job Management How To Videos

Payroll

Payroll KB Category

This category includes topics such as:

• Imports
• Timesheets

Service

Service KB Category

This category includes topics such as:

• Appointments
• Inspections
• Service Tickets

Service How To Videos