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Reference Documents

General Ledger

Distribution Account
This guide is discusses the functionality of the General Ledger Distribution account in SedonaOffice. The Distribution account was first introduced in SedonaOffice with the 5.2 release.

Month End Closing
This document outlines typical month-end closing activities applicable to SedonaOfffice

Accounts Payable

Paying A/P Bill with a Credit Card
Complete instructions on how to pay an accounts payable bills with a credit card.

Removing a Bill Selected For Payment
This document describes how to remove a bill(s) from an Accounts Payable check.

Accounts Receivable

Non-Customer Payments
Step by step instructions on how to process non-customer payments (Vendor Rebates or Refunds, Insurance Company Refunds, Insurance payments from employees, etc.)

Customer Refund
Complete instructions on how to generate a customer refund.

NSF Charges
Covers the setup and process for handling NSF customer payments.

Credit Requests
Complete instructions on how to setup and use Credit Requests.

EFT Processing
Overview of the ACH/EFT processing.

Job Management

Job Appointments
This document covers scheduling and dispatching of Job Appointments.

Job Timesheet Import
Covers the setup and process for using the Custom Job Timesheet Import tools.

Job Approvals
Covers the setup and process for Job Approvals.

Job Working Parts List
Covers the setup and process for working parts lists.

Task List Override
Covers the setup and process for overriding a jobs tasks list.

Percentage Job Types
Covers the setup and process for invoicing Jobs based on a percentage of the installation charges.

Job Change Orders
Covers the process for using Job Change Orders.

Hold-Back Job Types
Covers the setup and process for using Hold-Back (Job Invoices requiring a retained percent) Job Types.

Client Management

Collections Management Reference Guide
This guide discusses how to create a collections strategy, using collection queues, and creating mailmerge letters for customers in the queues.

Company Rate Change
Functionality and instructions on how to use the Company Rate Change feature.

Company Rate Change – Fixed Rate Method
Step by step instructions on how to process a Rate Increase Batch using the Fixed Rate method.

Company Rate Change – Imported List
Step by step instructions on how to set up and use Item Codes with an imported customer list.

Moving A System Record
Covers the process for moving a System to a new Site.

Quantity Based RMR
Functionality and instructions of Quantity RMR.

Inventory

Physical Inventory Reference Guide
This document provides complete instructions on how to perform a physical inventory.

Inventory and Standard Costing
Review of the new Standard Costing features in 5.1

Warehouse/Part Linking
Covers the process for linking inventory parts to a warehouse.

Inventory Setup Guide
Complete reference guide on using the Inventory Module

Service Module

SedonaSchedule
This document explain how to use the new features of SedonaSchedule, which is available as of SedonaOffice version 5.6.200.

Group Tickets
This document is designed to describe new functionality contained with SedonaService that is available in SedonaOffice version 5.6.125 and higher

Service Module Setup
This document contains Setup and Configuration information related to recent enhancements/changes of the Service Module.

Service Module Users Guide
This document contains basic usage information related to recent enhancements/changes of the Service Module

Sales Management

Sales Management Reference Guide
This guide provides information describing the functionality contained in the Sales Management modules of SedonaOffice Version 5.3+

Miscellaneous

ADI Integration Reference Guide

Explanation on how to use the integration of ADI with SedonaOffice. The integration streamlines the purchase order data entry within SedonaOffice. Requires SedonaOffice v5.7.53 or higher.

SedonaWeb Reference Guide

Explanation of how to use features within SedonaWeb.  SedonaWeb is an internet portal for customers to view invoices, create payments and service tickets over the web.

SageQuest QuickStart

Explanation of how configure and maintain your integration with SedonaOffice version 5.6.193 and SageQuest.

User Group Security Planning
Excel Workbook with a listing of Application Access Options & Report Access Options as of SedonaOffice version 5.7.60.

SedonaOnline Support Help and Reference
Guidance on using the SedonaOnline Support system.

System Requirements, Setup, and Installation

System Requirements

View Workstation Setup Instructions

SQL Installation

SedonaDashboard and SedonaAnalytics System Requirements

Special Information on Microsoft Small Business and Workgroup Editions!!

iPhone Application Installation Requirements

 

Release Notices

SedonaOffice Required Runtimes:
Must be installed before applying any updates!
C++ 2012,  Microsoft .Net 4

Release Version 5.7 REQUIRES Microsoft C++ 2012 (x86) to be installed on Servers and Workstations BEFORE installing the update.
(Available for download at http://www.microsoft.com/en-US/download/details.aspx?id=30679).

Click here to view Release Notices for Version 5.6

Training Guides

SedonaDashboard Reference Guide
The guide outlines the functionality and features of  SedonaDashboard. For use with versions 5.7.31. Click here for System Requirements.

Video Links:

SedonaDashboard: Getting Started

SedonaDashboard: Your First Dashboard

SedonaDashboard: Dashboard Panels

SedonaFSU iOS Edition Guide
The purpose of this guide is to provide Users of SedonaFSU iPad Edition (Field Service Unit) functionality and features.

SedonaFSU iOS 2.6.2 Release Notes

SedonaFSU iOS 2.5.6 Release Notes

SedonaFSU iOS 2.4.5 Release Notes

SedonaFSU iOS 2.2.0 Release Notes

Instructions on Resolving a Ticket in iOS Edition 2.0.6

SedonaFSU Management Tool Guide
This guide shows how to setup and manage technicians for SedonaFSU and SedonaFSU Web edition which requires Microsoft Silverlight.

SedonaFSU Web Guide
The purpose of this guide is to provide Users of SedonaFSU iPad Edition (Field Service Unit) functionality and features.

SedonaBarcode Guide

SedonaService “Setup & Configuration”
This document contains Setup and Configuration information related to recent enhancements/changes of the Service Module

SedonaService “The Basics”
This document contains basic usage information related to recent enhancements/changes of the Service Module
View Video

SedonaEmail / PDFeXPLODE Setup Guide
This guide reviews all that is necessary to properly implement PDFeXPLODE with SedonaOffice.

SedonaOffice Implementation Guide
This guide reviews all that is necessary to properly implement SedonaOffice Version 5.2 and greater.

SedonaSetup Administrative Training Guide
This guide reviews all that is necessary to properly install & setup SedonaOffice Version 5.7 and greater.

SedonaSetup Accounts Receivable Reference Guide
This guide provides information for the functions contained within the Accounts Receivable module for SedonaOffice Version 5.2 and greater.

SedonaOffice Database Training Guide
This guide is intended to teach you how to access data from a SedonaOffice database. Data extracted from a database can be used for many different purposes both internally and externally for an organization.

Users Conference Guides

2017

SedonaOffice 101

SedonaOffice Overview

General Ledger Setup

Accounts Receivable

Customer RMR Management

Job Management 1 & 2

Service 1

Service 2

Advanced Users

2016 New Features

Tips and Tricks

Inventory

Job Costing

Service

RMR Reporting

Master Accounts

Solutions Track

SQL

VividCPM

Vivid Reports

SedonaSync and OPT Web Services

OPT Sample SedonaSync Events

Best Practices

SedonaSync in Action

2016

SedonaOffice 101

Inventory

Job Management

Service 1

Service 2

Client Management 1

Client Management 2

Cancellations

Collections

Advanced Users

New Features from 2015

Job Planner

Job Management 1

Job Management 2

Job Management 3

Job Management 3 – Reports

Inventory – Advanced

Service 1

Other

SedonaAnalytics

SQL Query Builder

Advanced Excel Reporting

Vivid CPM

Vivid Flex

SedonaSync in Action

Maximizing SedonaSync

Redundancy Options

2015

Keynote: Dave Mitchell

PDF of Presentation

SedonaOffice 101

General document for SedonaOffice 101 Track GL – Transaction Details

SedonaSetup Basics

All About the Customer Explorer

Accounts Payable

Inventory

Job Management I

Job Management II

Service Management I

Conference Document

SedonaSchedule Navigation Reference Guide

Service Management II

Conference Document

SedonaSchedule Functionality Reference Guide

POWER USERS

Job Costing – Accounting Methodology

Rate Increases & RMR

SQL, QUERIES, DATA and REPORTING

GL Reporting Using Excel

SedonaOffice Database Structure

Using the SedonaOffice Query Builders

Learning the Basics: Microsoft SQL Queries 

Data Mining Using Microsoft Excel

Data Mining I

Data Mining II

Using Sequel Reporting Services

TECHNOLOGY TRAINING

Vivid Flex

SedonaOffice Redundancy Options

2014

Job Management

Job Management Setup

Job Creation

Job Processing Part I

Job Processing Part II

Job Processing Part III

Job Processing Part IV

Job Processing Part V

Controlling Types

General Ledger Setup

General Ledger Auditing

Financial Reporting Using Excel

SedonaEnhancement

SedonaOffice

Service Management 1 & 2

Collections & Cancellations Management

SedonaSync – Where to Find Answers   Download Event Pak here.

AP & Inventory Management 1 & 2

Recurring Revenue & Rate Increases

It Works!

Rapid Learning SQL 1 & 2

Data Mining 1

Data Mining 2

Moving the Needle

7 Ways to Boost Profits

Ineffective Sales Management Kills Growth – Gretchen Gordon

2013

Perspectives – Michael Barnes
Metrics & Meaning – Michael Barnes
Hire Stronger Salespeople – Gretchen Gordon
Measuring the Right Stuff – Gretchen Gordon
How to Sell PERS – Gretchen Gordon
Buying in the Alarm Industry – Barry Epstein
Accounts Payable & Inventory Management
Collections Management
General Ledger Setup
Auditing 101
Financial Reporting
Job Setup
Managing a Job
Job Change Order and Labor
Job Auditing
Job Costing Strategies
Reporting Services Reference Guide
RMR Auditing and Attrition Management
Database Training Guide
Service Module
Service Module Group Tickets
Tips and Tricks
 

2010

Accounts Payable Reference Guide
Collection Reference Guide
Credit Requests Reference Guide
Cycle Invoicing Reference Guide
Database Reporting Guide
Financial Reporting Training Guide
Financial Statement Template
Inventory Reference Guide
Job Management
Job Management Report Supplements
Manitou Integration Guide
Reporting Services Reference Guide
RMR Reference Guide
Service Reference Guide

2009

Accounts Payable
Collections
Commissions & Payroll
Database Reporting
Financial Reporting
GL Audit
Inventory
Job Management 1
Job Management 2
Manitou Integration
Service
Quotewerks Integration
Tips and Tricks for 5.2
Recurring Revenue Reference Guide

Downloads

Here is a collection of useful downloads and utilities for SedonaOffice.