Articles
Scripts to Remove Jobs from Commission Due Report
Issue:
There are reversed jobs showing on the commission's reports that should not be there. How can they be removed?
Resolution:
The queries below can be run to find if there is a user-defined record for a job, and then...
Create an ODBC Connection to a SedonaOffice Database
Description of Issue:
I would like to use Excel to create a report using the data in my Sedona Office database.
How can I access data from Sedona Office using Microsoft Excel?
Resolution:
You can use the t...
Creating a Data Source in Access
Description of Issue:
How do I create a new Data Source for my SedonaOffice Company in Microsoft Access?
Resolution:
Your version of Access may look different, but the process should be similar.
Open Acces...
Different Tyes of Out of Balance Issues
When a customer says they are out of balance, we need to determine what they mean. There are multiple ways for the general ledger to be out of balance, and the causes and fixes are different for each.
Note that this document is...
Override Commissions Reporting in SedonaOffice
Override Commissions Reporting in SedonaOffice
The SedonaOffice commission reports display commissions when they are added to jobs, and then mark them as paid when manual journal entries are added to record the payment. Some customers record th...
How to Run Reset Totals when the Trial Balance is Out of Balance
There are times when running the Trail Balance report will show the debts and credits as out of balance. Prior to contacting support, follow the steps below to make sure all data is correct.
Overview
The following steps w...
Reconciling SedonaOffice Reports to the GL
Internal Document Only
When a customer submits a case stating that their report total does not match their general ledger account total, we should perform the following troubleshooting steps before involving data support.
Check to see ...
Removing Jobs from 50-50 reports that have been Reversed
Customers run a commission report called 50/50 from Report Manager>Job Management>Commission Due- 50/50
There will be times when they reverse a job, and the Job should not be included in this report. The following script wil...
Reconciling Inventory Stock Status to the Inventory GL in SedonaOffice
To balance the Inventory Stock Status report with the GL account balance, we need to compare all valid Inventory journal entries to the corresponding GL posting to unearth the transaction on either side that is not in balance.
Before begi...
Reconciling Recurring and Recurring History in SedonaOffice
Whenever a change is made to a customer’s recurring in SedonaOffice, that change is logged in the Recurring History for that customer. The recurring history can also be manually edited. If the recurring history is manually edited, or if recurring is...
Reconciling Open Receipts Report to the Open Receipts GL
The Open Receipts report in SedonaOffice tracks receipts and returns that have been created, but not tied to any bill/credit, or written off. The Open Receipts report total should always match the Open Receipts GL account total. If these two do not ...
Report Manager – SQL source
Sedona Office report manager uses Stored Procedures to generate reports. There will be times when the source code for the report is needed. The following are a few reasons source code is needed and the location of the source code. Customer requ...
Service Ticket List Report Doesn’t Show Resolved Tickets
“We are trying to run a report showing service tickets that have been resolved, but not closed yet. Do you know why the option to “show resolved” is grayed out on the service ticket list report? “ The above is how the user presented the i...
How To View User Group Permissions in a Report
Question: Customer is asking if there is a way to figure out which permissions are applied to certain User Groups. They are trying to figure out which permissions are applied to groups to assess them and don’t want to scroll through the groups. ...
Sales vs. Revenue vs. Recurring Reporting
Sales Reports
Revenue Reports
Recurring Reports
Display all amounts on all invoices for a specified period.
Display all revenue earned during a specific period.
Show all active recurring a...