SedonaSetup                                Accounts Receivable Setup Tables/Options

A/R Setup Processing Option Definitions (continued)

Other

GL Categories Required for Income and Expenses – If this option is selected, a user will be required to select a valid Category code prior to posting an Income or Expense transaction.  It is highly recommended this option be selected.  This will provide consistent reporting in your financial type reports. 

Activate Customer Group Security by User – If this option is selected, each customer record must be assigned to a Customer Group.  You must first set up records in the Customer Group Setup table to enable this option.  If your company is activating the use of Customer Groups, a field will be displayed to select the default Customer Group.

Enable Activity Tracking – SedonaOffice automatically logs additions to or changes made to Customer related information; this log is viewable on the Customer Explorer under the tree option labeled Sedona Event Log.  If this option is selected, a form will be displayed to the User for entering a comment to provide details of the action they have performed.  Such activities include re-printing an invoice, changing customer information etc.  The User has the option of closing the comment form without entering information however the activity is still saved to the Customer's Sedona Event Log.  It is highly recommended this option be selected.

Screen Employee by Type – Each employee in the Employee setup table is assigned an employee type.  In several data entry forms, all employees will display within the drop-down list from which the User will make a selection.  If the field is the Salesperson field and you only want to see a list of  employees that are assigned a type of salesperson, then you would want to activate this option.

Allow Site Only RMR – By selecting this option, a User would be able to create a recurring line at the site level.  This means the User could set up a recurring line without first creating a System record.

Group Deferred Revenue By - This feature allows you to select how you want the Deferred Income transactions posted to the Deferred Income.

·G/L Account - if this method is selected, when transactions are recorded to the Deferred Income account, the G/L account (typically Income account) linked to the Invoice Item will be used for the level of detail.

·Item Type - if this method is selected, when transactions are recorded to the Deferred Income account, the Invoice Item will be used for the level of detail.  This is typically the preferred method because it provides more detail for reporting purposes.

Require Tape Totals to Match Deposit Amount in order to make Deposit - If this option is selected (recommended), a payment batch may only be deposited to a bank account if the Tape Total (batch total entered by the User) is equal to the total amount of customer payments entered into the batch.

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