The SedonaOffice Bootcamp is an intensive two and a half day SedonaOffice training class that will go in-depth on operating and using SedonaOffice from A through Z.  The emphasis will be on how data flows throughout SedonaOffice at the General Ledger level, using all the aspects of the application, from Accounts Receivable, Accounts Payable, Inventory, Job Management, and Service Processing.

Who Should Attend
Registration Form

Who Should Attend?

Advanced users of SedonaOffice who are looking to accelerate their learning should attend.  All attendees should have an above average working knowledge of SedonaOffice.  Due to limited availability we are allowing only two attendees per company. Please call Rebecca if you have any questions about attending.


When:     August 7 – 9, 2017
Classes: August 7 & 8, 8:30 AM – 5 PM, August 9, 8:30 AM – 12 PM
Note: Wednesday afternoon there will be two optional sessions on SedonaSync led by Chris Edgar that will conclude by 3:30 PM.

Hosted by:     Select Security, Lancaster, PA.
Note: Training is on the second floor and due to construction an elevator will not be available. Attendees would need to be able to negotiate stairs.

Accommodations:    Lancaster Marriott at Penn Square

We have secured a rate of $139 per night (plus applicable fees and taxes) which includes complimentary self-parking and WiFi. Rate is good for the nights of August 6-8 and is only available through 5/31/2017. To make a reservation click here or call (888) 850-6146 and ask for the Perennial Software Group Block.


Both Lisa Gambatese, Sr. Training Specialist, and Bob Esquerra, Implementation Manager, will be teaching during the Bootcamp. Below are the topics that will be covered:

General Ledger Structure & Strategies

An in-depth review of the structure of the G/L, including the usage of Branches and Categories and understanding the different ways to setup the G/L for Jobs, Service and Inventory.

General Ledger Reporting

All About the Customer
Understanding the Customer Structure; Customer, Bill-to, Sites, Systems and all the options of setting up a Customer.

Account Receivable and RMR Management
Explore the power of managing a Customer and their A/R. Learn the most powerful feature of SedonaOffice: RMR Management.

Accounts Payable
All about using the A/P module to effectively manage your Vendors and Payables.


Inventory Management
Understanding all the features of using inventory stock management.

Job Management
Creating and setting up a Job, managing a Job using Approvals and Tasks and setting up Job Estimates & processing a job from Parts usage through Labor Tracking and Invoicing and Job Costing.

Time & Attendance

Service Management
Processing a Service Ticket from inception through completion.

Customer Query Builder & Excel Reporting
Explore how to use both the Customer Query Builder and Excel to report on your data.

Collections Management
How to setup an effective collections process to reduce your past due accounts and improve your cash flow.

SedonaDashboard & Analytics
An in-depth review of SedonaDashboard.


Fee: $795 thru May 19, 2017, $995 thereafter

Includes: Training notebook and material. Lunch August 7th – 9th and dinner on August 7th.

Download registration form here.

For more information contact Rebecca Hall at (440) 247-5602 x213 or