Training & Reference Documents

Release Notice
SedonaOffice Release Notice for Version 5.1: This document contains information related to recent enhancements/changes of the Sedona Office Application.
Inventory and Standard Costing:  Review of the new Standard Costing features in 5.1
SedonaOffice Release Notice for Version 5.0: This document contains information related to recent enhancements/changes of the Sedona Office Application.
SedonaOffice Release Notice for Version 4.0: This document contains information related to recent enhancements/changes of the Sedona Office Application.
SedonaOffice Release Notice for Version 3.03.000: This document contains the newest enhancements to the application which includes important changes related to EFT processing.
SedonaOffice Release Notice for Version 3.02.010: This document contains information on the latest application enhancements and application corrections for V.3.02.010.
Training Guides
SedonaOffice Version 5.0 Training and Setup Guide: This guide review all that is necessary to properly install & implement SedonaOffice Version 5
SedonaOffice Version 4.0 Training and Setup Guide: This guide review all that is necessary changes from V3 to properly install & implement SedonaOffice.
Sedona Setup Administrative Training Manual, V. 3.03: Guidelines for setting up the SedonaOffice database.
SedonaOffice Implementation Guide: This guide review all that is necessary to properly install & implement SedonaOffice.
SO Reference Guide, Client Management V. 3.03: Covers the functionality of all menu items found within the Client Management Module.
SO Reference Guide, Accounts Receivable V. 3.03: Covers the functionality of all menu items found within the Accounts Receivable Module.
SO Reference Guide, Accounts Payable V. 3.03: Covers the functionality of all menu items found within the Accounts Payable Module.
SO Reference Guide, Job Management V. 3.03: Covers the functionality of all menu items found within the Job Management Module.
SO Reference Guide, Sales Management V. 3.03: Covers the functionality of all menu items found within the Sales Management Module.
SO Reference Guide, Service Management V. 3.03: Covers the functionality of all menu items found within the Service Management Module.
SO Reference Guide, Inventory Management V. 3.03: Covers the functionality of all menu items found within the Inventory Module.
Reference Documents
Service
Inspections: Reference document: Covers the setup and use of the Inspection Service Tickets functionality released with version 3.02.010.
Accounts Payable
Removing a Bill Selected For Payment: This document describes how to remove a bill(s) from an Accounts Payable check.
Accounts Receivable
Cash Payment Reversal: Covers the recommended steps to handle the reversal of a cash item.
NSF Charges: Covers the setup and process for handling NSF customer payments.
Job Management
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
Moving A System Record: Covers the process for moving a System to a new Site.
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
Report Definitions
Job Management Reports
Report Definition Guide for Job Management: Contains detailed information related to all Job Management Reports as of Version 4.0
Utilities
Customer Query Builder: How to use the new Customer Query Builder in SedonaOffice
SedonaOffice Add-on Modules
Sedona FSU (Field Service Unit): Allow your service technicians to process service tickets remotely.
GPS Vehicle Tracking: Track your service technicians real-time with Sage Quest Mobile Tracker.
Outsource Invoice Printing: Save money and time by outsourcing your invoice printing services with BFIS.
Document Management Interface: All about the SedonaOffice Document Management Interface