A software system designed by SedonaOffice.
Operating your business at peak efficiency is essential to compete successfully in today’s fast-paced environment. You not only have to “out-service” your competition; you need to “out-operate” them in all aspects of your business. SedonaOffice can help. The business management capabilities of SedonaOffice make handling your operations a breeze. Whether it’s job costing, service dispatching, recurring revenue management or collections, with SedonaOffice your operations will run smoothly and efficiently. SedonaOffice allows you to meet your customers’ needs and exceed their expectations.
Managing your Accounts Payable is simple with SedonaOffice. The complete Purchase Order and Receipts integration with the Inventory Management system makes processing and organizing your payables fast and efficient. Paying bills, writing checks and processing any type of vendor transactions are all handled within the Accounts Payable module.
The Accounts Receivable Module includes the functionality to manage and process your invoices and payments. The Cycle Invoicing utility is used to generate your recurring revenue invoices. The EFT Processing module allows you to manage and collect both ACH and Credit Card transactions. Receiving and posting payments, either manually or via a Lockbox, is a snap in the Payments Processing module.
The Client Management module contains all the tools to manage your customer base, from creating new customers using the New Customer Wizard through the Collections Management and Cancellation Tracking utilities. The RMR Rate Change utility allows you to globally increase your customers’ recurring revenue based on the rules and conditions you specify. The Master Account Management functionality gives you superior tools to manage your large multi-site customers, such as chain stores or alarm dealers. The Customer Explorer allows you to manage and access your clients’ information in ways you never imagined possible. From one easy-to-navigate form, you have complete access to the entire customer database, allowing you to provide the service your customers demand.
Complete access to your customer data is always at your fingertips with the Customer Query Builder. Using standard data selection criteria and sorting tools, you can report on every aspect of your customer database. Use the Customer Query Builder to create customer lists, open invoice aging reports, service analysis reports or nearly any other view of data you can imagine. All data can easily be exported and used in Microsoft Excel, Access or other data mining tools.
The General Ledger is the heart and soul of the SedonaOffice application. All financial transactions are processed in real time and can be immediately reported. User-definable accounting periods within the General Ledger application provide greater flexibility for creating financial reports. You can track your deferred revenues, balance and reconcile your bank accounts, audit your general ledger account balances and create one-time or recurring journal entries.
The Inventory Management module makes the tracking of all your parts a breeze. SedonaOffice supports unlimited warehouses, including vehicles. Given the complete integration with Accounts Payable, Accounts Receivable, Service & Inspections and Job Management, the process of ordering, tracking and invoicing for parts is simple and straightforward. The Physical Inventory capability streamlines the process of counting your warehouse parts, and the Parts Repair feature takes the frustration out of the tracking of repair orders.
The Job Management module allows you to track and manage all your installations. Complete integration with the Inventory module means that all parts used on each job are tracked and either expensed when used or held in Work-in-Process until such time as the revenue is recognized. All expenses for each job are tracked in the Job Costing utility, including parts, labor, commissions, equipment, contractors, overhead/burden allocation and any other related job expenses. Since all data collection is real-time, you can determine any job’s profitability at any time during or after the installation.
SedonaOffice includes nearly every report you’ll need to manage your business. From sales reports and financial statements through service management and job profitability reports, the Report Manager makes reporting simple and effective.
Tracking your opportunities and prospects is enhanced with the Sales Management module. You can track prospects by sales department and salesperson and maintain a true pipeline of your opportunities.
Ongoing service and inspection tracking is essential. With the SedonaOffice Service & Inspections module, you can easily create, schedule and dispatch all your customers’ service requests. SedonaOffice maintains warranty and service-level rate plans based on the installation of each system or piece of equipment. Using the Service Ticket Queue, you’ll be able to easily manage the complete work flow and status of all your open service and inspection work. Complete integration with the Inventory and Accounts Receivable modules makes tracking parts used and creating invoices for completed work a simple process.
Its program is built on old SQL platforms This make it unstable. Most of its reports have been updated for Software updates (at the time of release).
It works as the designers intended. With a very limited nod toward Accounting Standards. The service schedule module does work as intended but it be careful it allows a lot of errors
The only accounting period that is safe from change is only after the prior year is closed. Purchasing and receiving can occur in a “Closed Period” AP credits and AR credits can be applied across Periods. The GL, Balance Sheet, and AR or AP by retroactive aging may all Disagree