EFT Processing

SedonaOffice has integrated with Forte (a third-party payment processor) for processing of credit card and ACH transactions for customers in the United States and Canada.  SedonaOffice customers must have a merchant id issued from Forte to process t...

For the complete guide on EFT Processing, you can find it here. ...

PCI Compliance The Payment Card Industry (PCI) Data Security Standard (DSS) is a set of requirements designed to ensure that all companies that process, store, or transmit credit card information maintain a secure environment.  All companies ...

Users may void a credit card or ACH transaction that is displayed under the Ready tab at any time. No general ledger activity will take place when this is done. The payment will move from the Ready tab to the Voided tab. Once a transaction ha...

If the response code assigned to the rejected transaction is for insufficient funds or the customer has exceeded their credit limit, the transaction may be submitted again on a different day from the rejected tab once the reason for the rejection ha...

Once you login to the Dex Portal, your company’s Merchant ID and Organization ID is viewable from the Locations tab as shown below. You will need to generate the API Access ID and the API Secure Key from the Dex Portal under the De...

Due to some issues with its function, the PCI Compliance Utility was updated. The updated version is available in Sedona Office version 6.2.0.14. It looks like the below: If you do not see this version when you start the util...

Orphaned transactions should automatically update in a few business days, but if several days go by with no change, use the process below to update the transactions to the proper status.  1. If there is no trace number, that means the forte did...

In version 5, there is a copy of the uploaded transactions kept on the machine that completed the EFT upload. This file is used to check against the Download option in EFT processing. The file can be found in this location:  'C drive - us...

When a customer is setup to use CSG Forte as a Gateway, they will not receive funding information from Forte for the transactions that are funded by a third party processor. This means that if you enable Funding Batches, the setting will not work fo...

First, the application files will be updated from version 5.7 to version 6+. This will be coordinated with the Support representative, IT, and the customer.  On the EFT Setup screen, enable Advanced Providers. Once Advanced Provider...

In Payment Processing – transactions may be seen that show:  Posting Z Transactions These types of transactions show anything that has been returned by Forte for non-payment. The system will attempt to remove the payment from the as...

Previously funded transactions are transactions that were approved, and our users got the money, but then the money was taken back and removed from our customers bank. There are many reasons this can happen, but it is usually because the end user w...