Categories are different aspects of a business for which expenses are incurred and revenue is earned. All expense and revenue entries are assigned a category in the GL so that reports can be run to see, not just the profit/loss of the overall business, but the profit/loss of each business category as well. This means GL entries for all invoices in SedonaOffice must have a category assigned.
Users create the categories for their SedonaOffice database in the SedonaSetup - Categories setup table.
These categories can then be assigned to each individual invoice item in the SedonaSetup – Invoice Items setup table.
When an invoice is created, a category is added to each revenue line in the associated journal entry, based on the invoice item used.
Users do not have to assign a category to each individual invoice item. If an invoice item has no category assigned, the system will instead use the category assigned at the top of the invoice. This category defaults into the invoice and can be edited by the user.
Which category defaults into the top of the invoice depends on the invoice type.
Category Defaults by Invoice Type
Cycle invoices use the category manually selected by the user on the cycle batch screen.
Service invoices use the category shown on the front of the individual service ticket.
The category on the front of the ticket can be manually edited, but defaults in based on the category assigned to the ticket’s service company in the Service Company setup table.
Job Invoices use the category assigned to the job type.
Miscellaneous invoices default in their categories to match whatever category was assigned to the last invoice the user created.
Outdated Setup Fields
The following category setup fields are outdated and no longer in use -
