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SedonaOffice Knowledge Base

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  • New to SedonaOffice or Need a Refresher? Start Here!
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    • Main Application Menu Tree
      • Main Application Modules
        • Client Management
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    • Customer Portal
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    • Your SedonaOffice Guide: Start Here
    • SedonaOffice User Overview
    • SedonaOffice 101 Overview
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    • SedonaSetup Training & Setup Guide (v5.7.99 & 6.X+)
  • Bold Group Webinars
    • April 2024 - Inventory: It's What Counts
      • April 2024 Webinar - Q & A
      • April 2024 Webinar - Inventory: It's What Counts (video)
    • June 2024 - Bold Group/fireNspec Partner Webinar
      • June 2024 - Bold Group/firenNspec Webinar (video)
      • June 2024 - Partner Webinar - fireNspec Q & A Session (video)
      • June 2024 - Partner Webinar - fireNspec Q & A Document
    • July 2024 - Month End Close Webinar
      • July 2024 - Month End Close Webinar
    • December 2024 - Ask a CPA: End of Year Close Essentials
      • December 2024 - Ask a CPA: Year End Close Essentials (video)
  • How To Videos
    • Sales Prospecting
      • SedonaOffice - How to: Manage Sales Prospects (12:45)
      • SedonaOffice - How to: Move Prospects to New Customers, Job and PO (11:04)
      • SedonaOffice - How to: Create an Appointment and Close a Job (10:50)
      • Customer Life Cycle Overview
        • SedonaOffice - How to: Operate Service Tickets, Collections and Cancellations (16:50)
    • Customer Module
      • SedonaOffice - How To: Manually Enter a Customer (9:37)
      • SedonaOffice - How To: Customer Account (23:01)
      • SedonaOffice - How To: Master Accounts (8:17)
      • SedonaOffice - How To: Customer Account Collections (16:09)
      • SedonaOffice - How To: Customer Account Cancellations (17:45)
      • SedonaOffice - How To: Company Rate Change (10:57)
      • SedonaOffice - How To: Top Ten Master Account Tips
    • Accounts Receivable Module
      • SedonaOffice Accounts Receivable - How To: Standard Cycle Billing (25:34)
      • SedonaOffice Accounts Receivable - How To: Master Cycle Billing (6:32)
      • SedonaOffice Accounts Receivable - How To: Misc Invoice (4:58)
      • SedonaOffice Accounts Receivable - How To: Credit Memo (10:23)
      • SedonaOffice Accounts Receivable - How To: Credit Requests (12:11)
      • SedonaOffice Accounts Receivable - How To: Payment Processing and Deposit (19:26)
      • SedonaOffice Accounts Receivable - How To: Auto Process Non Recurring (3:36)
      • SedonaOffice Accounts Receivable - How To: Statements (10:39)
      • SedonaOffice Accounts Receivable - How To: Printing and Emailing Invoices (10:19)
      • SedonaOffice Accounts Receivable - How To: Finance Charges/Late Fees (3:25)
    • Accounts Payable Module
      • SedonaOffice Accounts Payable - How To: Vendors
      • SedonaOffice Accounts Payable - How To: Bills and Credits
      • SedonaOffice Accounts Payable - How To: Paying Bills and Recurring Items
      • SedonaOffice Accounts Payable - How To: Purchase Orders
      • SedonaOffice Accounts Payable - How To: Write Checks and Com Data
    • Sedona Service
      • SedonaOffice - How To: Service Appointment (6:41)
      • SedonaOffice - How To: Service Introduction (1:04)
      • SedonaOffice - How To: Service Billing (15:55)
      • SedonaOffice - How To: Service Inspections (14:24)
      • SedonaOffice - How To: Service Scheduling (26:18)
      • SedonaOffice - How To: Service Ticketing (9:43)
    • Job Management
      • SedonaOffice Job Management - How To: Create a New Job (15:29)
      • SedonaOffice Job Management - How To: Job Costing (6:10)
      • SedonaOffice Job Management - How To: Ordering Parts (8:12)
      • SedonaOffice Job Management - How To: Change Order
      • SedonaOffice Job Management - How To: Invoicing (5:30)
      • SedonaOffice Job Management - How To: Close Out the Job (9:51)
    • General Ledger
      • SedonaOffice General Ledger - How To: Overview Part 1
      • SedonaOffice General Ledger - How To: Overview Part 2
    • Inventory
      • SedonaOffice Inventory - How to: Manage Parts Listing (25:37)
      • SedonaOffice Inventory - How to: Use Parts Explorer (07:15)
      • SedonaOffice Inventory - How to: Receive Parts (03:45)
      • SedonaOffice Inventory - How to: Parts Transfers (05:26)
      • SedonaOffice Inventory - How to: Issues and Returns (07:41)
      • SedonaOffice Inventory - How to: Parts Returns (04:02)
      • SedonaOffice Inventory - How to: Enter and Receive Repair Parts (05:20)
      • SedonaOffice Inventory - How to: Get Ready for Physical Inventory (12:50)
      • SedonaOffice Inventory - How to: Do Physical Inventory (17:49)
    • EFT
      • SedonaOffice EFT - How To: Use EFT Processing (19:23)
      • SedonaOffice EFT - How To: Set Up Forte (10:55)
    • Sedona-X Mobile
      • Sedona-X Mobile (SedonaOffice) - How to Manage the Home Screen and Calendar (02:25)
      • Sedona-X Mobile (SedonaOffice) - How to Navigate Jobs (02:22)
      • Sedona-X Mobile (SedonaOffice) - How to Navigate Service Ticket (03:22)
      • Sedona-X Mobile (SedonaOffice) - How To Navigate the Customer Section (01:59)
      • Sedona-X Mobile - How To Set Up Techs (06:20)
  • SedonaOffice
    • Accounts Payable
      • Accounts Payable Overview and Topics
      • AP Query Builder
        • Bills
          • Bills Overview and Topics
          • Delete a Bill
          • Edit a Bill
          • Enter a Bill-Match to a PO
          • Enter a Bill-Match to a Receipt
          • Enter a Bill-No Matching
          • Limit GL Account Assignment for All A/P Bills
        • Comdata Interface
          • Comdata Overview and Topics
          • Comdata Setup
          • Using the Comdata Interface
          • Verify ComData Settings
        • Export Checks
          • Pay Bills
            • Pay Bills Overview and Topics
            • Pay Bills and Apply Vendor Credits
            • Pay Bills Form Definitions
            • Pay Bills from a Bank Account
            • Pay Bills with a Credit Card
            • Bill Import/Export
            • Pay Bill with a Credit Card
          • Print Checks
            • Check Alignment
            • Check Printing Forms
            • How to Print Checks
            • How to Void a Check After Printing
            • How to Void a Check Before Printing
            • Print Checks Overview and Topics
            • How To Find Checks That Have Been Created But Not Printed
            • How to Clear AP Checks from the Print Queue after they have been Reconciled
          • Purchase Orders
            • Acknowledge Purchase Orders Overview
            • Cancelling a Purchase Order
            • Create a Purchase Order from a Job Record-Expense Items
            • Create a Purchase Order from a Job Record-Parts
            • Create a Purchase Order from a Parts Record
            • Create a Purchase Order from a Ticket-Parts
            • Create a Purchase Order from a Ticket-Service Provider
            • Create a Purchase Order from a Vendor Explorer Record
            • Create a Purchase Order from a Warehouse Record
            • Create a Purchase Order from Accounts Payable
            • Purchase Order Form Definitions
            • Purchase Order List Definitions
            • Purchase Orders Overview and Topics
            • Print Purchase Orders
            • Restore PO Printing Preferences Form
            • Acknowledge Purchase Order Setup
            • How to Acknowledge Purchase Orders
          • Recurring Items
            • Recurring Items Overview and Topics
            • Delete a Recurring Item
            • Edit a Recurring Item
            • Generate a Recurring Bill
            • Generate a Recurring Payment
            • Setup a Recurring Bill
            • Setup a Recurring Payment
            • Recurring Items Guide
          • Suggested PO List
            • Setting Min/Max Quantities on Parts
            • Suggested PO List Form Definitions
            • Suggested PO List Overview and Topics
            • Using the Suggested PO List
          • Vendor Credits
            • Vendor Credits Overview and Topics
            • Delete a Vendor Credit
            • Enter a Manual Vendor Credit
            • Edit a Vendor Credit
            • Enter a Vendor Credit from a Part Return
            • How to Apply Vendor Credit
            • How to Undo an Incorrectly Applied Vendor Credit
            • Vendor Refund to a Credit Card
            • Vendor Refunds Check
          • Vendors
            • Vendors Overview and Topics
            • Creating a New Vendor
            • Deleting a Vendor
            • Editing Vendor Information
            • Inactivating a Vendor
            • Vendor Explorer
            • Vendor Search
            • How To Deposit a Vendor Refund Check
            • Service Company for Vendor doesn’t load/Receiving Error on save
            • How to do a Return to Vendor
            • Editing Vendor Records
            • How to Fix a Vendor Screen Display Issue
            • Vendor Payments with Wrong Credit Card
            • Pre-pay Vendor with a Company Check or Credit Card
          • Write Checks
            • Write a Check to a Non-Vendor
            • Write a Check to a Vendor for Expense Items
            • Write a Check to a Vendor for Parts
            • Write a Check to a Vendor and Select Bills
            • Write Checks Overview and Topics
            • Write Checks Feature
          • SedonaSetup-Accounts Payable
          • User Group Security-Accounts Payable
          • Duplicate Parts on ADI Integration
          • How to Change Default Bank Account for Accounts Payable
          • How To Close a PO Without Receiving
          • How to Tie a Non-Part PO to a Bill
          • How to Add Additional GL Accounts to Use in PO’s for Service Tickets
          • How to Fix Error – This Credit Card Account Has Not Been Assigned a Vendor
          • How to Provide Access to Edit Checks from the GL Register
        • Accounts Receivable
          • Credit Off Invoices
            • Credit Off Invoices Overview and Topics
            • How to Credit Off Invoices
            • SedonaSetup-Credit Off Invoices
            • User Group Security-Credit Off Invoices
          • Credit Memos
            • Credit Memo Overview
            • Credit Memo
              • Credit Memo
              • Creating a credit memo
              • Credit Off Invoice
              • Create Credit From
              • Credit Off a Partially Paid Invoice
              • Applying a Credit Memo to an Invoice
              • Applying a Credit Memo to a Customer Refund or Miscellaneous G/L Account
            • How to Reverse Credit Memo Applied to Wrong Item or GL Account
            • Reverse Applied Credit on Invoice
            • Transferring a Customer Credit Memo
          • Credit Requests
            • Credit Requests
            • User Group Security Options
            • Credit Request Planning
            • Credit Request Activation
            • Credit Request Set Up
            • Employee Setup
            • User Group Setup
            • Credit Request Sign Off
            • Create a Credit Request using the Credit Template
            • Creating a Credit Request for a specific Invoice
            • Create a Credit Request for Correcting Sales Tax
            • Create a Credit Request for a Job Invoice
            • Managing Credit Requests
            • How to Refund Credit Card using Credit Requests
          • Cycle Invoicing
            • Cycle Invoicing Overview
            • Cycle Invoice Non-Master Accounts
            • Cycle Invoice Master Accounts
            • Cycle Invoice a Single Customer
            • Cycle Invoicing – How to Add a Memo
            • How to Process Cycle Invoicing for Master Accounts
            • How to Find Invoice Number Range in a Cycle Batch Using SQL
            • How to Create a Cycle Invoice from a Customer Account
            • How to Resolve Inability to Post Company Rate Change
            • Can I hit Post a Second Time on a Cycle Invoicing Batch?
          • EFT Processing
            • EFT Processing Overview
            • EFT Processing Guide
            • PCI Compliance
            • Designed Functionality
              • EFT Designed Functionality
              • Understanding the EFT Processing Form
              • Using Grid Features
              • Hiding Transactions
              • User Group Security-EFT
            • Enter an EFT Transaction
              • Enter an EFT Transaction for an Invoice from a Customer Record
              • Enter an EFT Transaction for Unapplied Cash from a Customer Record
              • Enter an EFT Transaction for an Advance Deposit from a Customer Record
              • Enter an EFT Transaction for Misc. GL Account from a Customer Record
            • EFT Setup
              • EFT Setup
              • Important Sandbox Database Note
              • Branches
              • Setup Processing for AR
            • Using EFT Processing
              • Setup Payment Methods
                • EFT Payment Methods Overview
                • Credit Card Setup
                  • Credit Card Setup from a Customer Record
                  • Credit Card Setup from the EFT Customer List
                  • Credit Card Setup from the EFT Processing Form
                • Customer Bank Setup
                  • Customer Bank Setup from a Customer Record
                  • Customer Bank Setup from the EFT Customer List
                  • Customer Bank Setup from the EFT Processing Form
                • Editing Payment Methods
              • Processing EFTs for Non-Recurring Invoices
              • Refunds
                • Refunds Overview
                • Refund a Payment Applied to an Invoice
                • Refund for Unapplied Cash
                • Refund for an Advance Deposit
                • How to Set up the EFT Returned Payment Invoice Item for Previously Funded Transactions (formerly Z-Transaction)
              • Previously Funded Transactions
              • Settlement Process
              • Handling EFT Disputes
              • Reconciling Payment Batches for the Day
              • Depositing the Settled Funds
            • Voiding EFT Transactions
            • Resubmit Rejected Transactions
            • Accessing Required Information from the Dex Portal
            • Forte
              • Setting up a Forte Account
              • Error processing EFT transaction with Forte
              • Request payment reversals via Forte
              • How to Translate Forte Response Codes
              • Request reversal increase amount authorization
              • Keep Credit Card Expiration Dates Current
              • Payments Being Rejected as Duplicates
              • Adding Level 2 Credit Card Processing
            • Version 6 of SedonaOffice can Auto Create Invoices for Previously Funded Transactions.
            • System Auto Creates Negative Checks for Previously Funded Transactions
          • Finance Charges Overview
            • Finance Charges Overview and Topics
            • SedonaSetup-Finance Charges
            • User Group Security-Finance Charges
            • Generate Finance Charge Invoices
          • Invoicing
            • Invoicing Overview
            • Sales Tax
            • Miscellaneous Invoices
              • Miscellaneous Invoices Overview and Topic List
              • Miscellaneous Invoice Form Definitions
              • SedonaSetup-Miscellaneous Invoices
              • User Group Security-Miscellaneous Invoices
              • Create a Miscellaneous Invoice from Accounts Receivable
              • Create a Miscellaneous Invoice from a Customer Record
            • Cycle Invoicing
              • Cycle Invoicing Overview and Topics
              • Cycle Invoicing-Regular Customers
              • Cycle Invoicing-Master Accounts
              • Cycle Invoicing-For a Single Customer
            • Credit Memos
              • Credit Memos Overview and Topics
              • SedonaSetup-Credit Memos
              • User Group Security-Credit Memos
              • Credit Memo Form Definitions
              • Create a Credit Memo-AR Menu
              • Credit Off an Entire Invoice
              • Create Credit From
              • Credit Off a Partially Paid Invoice
              • Apply a Credit Memo to Invoices-AR
              • Apply a Credit Memo to a Customer Refund Check or Misc GL
            • Credit Requests
              • Credit Requests Overview
              • Credit Requests Setup
              • SedonaSetup-Credit Requests
              • User Group Security-Credit Requests
              • Credit Request Sign-Off Process
              • Managing Credit Requests
              • Create a Credit Request
                • Create a Credit Request Overview and Topics
                • Create a Credit Request-Credit Template
                • Create a Credit Request-For a Particular Invoice
                • Create a Credit Request-Job Invoice
                • Create a Credit Request-One Particular Invoice & Invoice Another Customer
                • Create a Credit Request-Partially Paid Invoice
                • Create a Credit Request-Sales Tax Correction
              • Close a Credit Request
            • SedonaOffice Invoice Templates
            • Aging Invoice Options
            • How to Turn on Company Information in Invoices
            • How to Get Late Fees to Print on Invoices
            • How to Set Up Invoice Message for Auto-Pay Customers
            • How To Email an Invoice Directly from an Invoice
          • Invoicing (Miscellaneous)
            • Miscellaneous Invoices Overview
            • Miscellaneous Invoice definitions
            • How to create a Miscellaneous Invoice from Accounts Receivable
            • How to create a Miscellaneous Invoice from a Customer Explorer Record
          • Make a Deposit
            • Make a Deposit Overview and Topics
            • How to make a Deposit
            • View Deposited Batches
            • Reverse a Payment Batch Deposit
          • Payment Processing
            • Payment Processing Overview and Topics
            • SedonaSetup-Payment Processing
            • User Group Security-Payment Processing
            • Create a Regular Payment Batch
            • Create a Negative Payment Batch
            • Correcting Error in a Payment Batch (non-deposited)
            • Correcting Error in a Payment Batch (previously deposited)
            • Lockbox Processing
              • Lockbox Overview and Topics
              • How to Process a Lockbox Payment File
              • Handling Invalid Lockbox Transaction Records
            • How to handle a bounced check
            • How To Reverse a Deposit
            • How to Set Up Auto Apply for Unapplied Cash
            • What to do with Zero Dollar Payment Batches
            • How to Add a Manual Payment Batch
            • How to Remove a Check entered with an ACH/EFT Deposit
          • Print Invoices
            • Print Invoices Overview and Topics
            • SedonaSetup-Print Invoices
            • User Group Security-Print Invoices
            • How to Print Invoices in the Print Queue
            • How to Print Invoices with an Invoice Number Range
            • How to Print Invoices with a Date Range
            • Exporting Invoices to Sebis
              • Export Invoices to Sebis Overview and Topics
              • Sebis Setup
              • How to Create a Sebis Invoice Export File
              • Export Batch Manager Options
            • OPT Mailing Services
            • Print Invoices Already Running Error in SedonaOffice
            • How to Show Field Labels on Printed Invoices
            • Print all Open Invoices for a Single Customer
          • Sales Tax
            • Sales Tax
          • Statements-Overview & Topic List
            • Statements Overview and Topics
            • SedonaSetup-Statements
            • User Group Security-Statements
            • Statement Process Definitions
            • How to Generate Statements
            • Export Statements to Sebis
          • Unapplied Cash & Credits
            • Unapplied Cash and Credits Overview and Topics
            • SedonaSetup-Unapplied Cash and Credits
            • User Group Security-Unapplied Cash and Credits
            • Applying Unapplied Cash
              • Apply Unapplied Cash to Invoices
              • Apply Unapplied Cash to an Advance Deposit
              • Apply Unapplied Cash to Refund Check
              • Apply Unapplied Cash to a Misc. GL Account
            • Applying Advance Deposits
              • Apply an Advance Deposit to Invoices
              • Apply an Advance Deposit to Unapplied Cash
              • Apply an Advance Deposit to a Refund Check
              • Apply an Advance Deposit to a Misc. GL Account
            • Applying Credit Memos
              • Apply a Credit Memo to Invoices
              • Apply a Credit Memo to a Refund Check
              • Apply a Credit Memo to a Misc. GL Account
            • How To Transfer Unapplied Cash from one Customer to Another
          • How to Verify and Correct What Subaccounts are Billing to the Master Account
          • How to Age One Customer's Receivables
          • How to Reverse a Deposit
          • How to Turn On Mail Merge Templates in Collections
          • How to Add Dates to Collections Letter Templates
          • How to Add New Fields to Collection Letter Templates
          • SedonaOffice has Two Types of Late Fees
          • How to Apply Payment when Invoice Shows Pending Status
          • How to Change Billing from Subaccount to Billing to Master
          • How to Show Site Information of All Subaccounts on one Master Account Invoice
          • How to Use the Items Tab under the Customer and Site Level
          • How to Use “Sub Item of” to Roll-up Recurring Items
          • How Hold Dates Work
          • Consolidated Customer Refund Check
        • Client Management
          • 3rd Party Dealer Billing
          • Adding a Non-U.S. Postal Code to a Customer
          • Client Management Overview
          • Cancellations
            • Cancellations Overview
            • Cancellation Concepts and Terminology
            • Completing a Cancellation
            • How to Cancel a Customer
            • Managing Cancellations
            • Removing a Customer from Cancellations
            • How to Remove a Customer from the Cancellation Queue
          • Collections
            • Collection Queue Function Buttons
              • Add a Customer to a Collection Queue
              • Add Collection Notes
              • Add a Manual Event
              • Collection Queue Function Buttons Overview
              • Mail Merge
              • Move a Customer to Another Collection Queue
              • Select All in Queue
              • View Collection Event History
            • Bulk Collection Letters Setup
            • Bulk Collection Letters Overview
            • Changing a Customer's Collection Status
            • Collections Overview and Topics
            • Collections Profile Planning
            • Collection Profile Setup
            • Collections Workflow
            • Concepts and Terminology
            • Customer Explorer Collection Information
            • Delete/Close a Collection Profile
            • Entering Collection Notes from the Customer Explorer
            • Mail Merge Bulk Letters
            • Mail Merge Single Letters
            • Refreshing Collection Queues
            • Removing a Customer from Collections
            • Understanding the Collection Queue
            • User Group Security
            • Working in a Collection Queue
          • Company Rate Change
            • Item Codes Method
              • Item Codes Method - Fixed Rate
              • Item Codes Method - Flat Rate
              • Item Codes Method - Imported Customer List
              • Item Codes Method - Percentage
              • Rate Change with Item Codes Overview and Topics
            • Recurring Renewal Dates Method
              • Create a Rate Change with the Renewal Dates Method
              • Rate Change with Recurring Renewal Dates Overview and Topics
            • Company Rate Change Overview and Topics
            • User Group Security
          • Customer Query Builder
            • Customer Query Builder Overview
            • User Group Security
            • Understanding the Customer Query Builder
            • Customer Query Builder Function Buttons
            • Designing a Report Query
            • Customer Query Builder Basics in SedonaOffice
            • Customer Query Builder Errors After Update
          • Error Opening Bank Payment Method on Customer
          • Customer Explorer
            • Central Station Tracking
              • Access Cards
              • Call Lists
              • Central Station Tracking Overview
              • Instructions
              • Monitoring
              • Schedules
              • System Details
              • Test Schedules
              • Zones
            • Customer Tree Definitions and Functions
              • Customer Explorer Active Pane Functions
                • Bill Contacts
                  • Bill Contact Delete
                  • Bill Contact Edit
                  • Bill Contacts Overview
                  • Email Bill Contact
                  • New Bill Contacts
                • Open Credits
                  • Apply
                  • Auto Apply
                  • Open Credits Overview
                  • Refresh (unapplied credits)
                  • Transfer to Another Customer
                • Open Invoices
                  • Create Credit From
                  • Create Cycle Invoice Now
                  • Credit Off Invoice
                  • Edit Invoice
                  • Export Invoice Detail
                  • Make EFT Payment
                  • New Invoice
                  • Open Invoices Overview
                  • Refresh
                • Open Jobs
                  • Edit Job
                  • New Job
                  • Open Jobs Overview
                  • Refresh (Jobs in Active Pane)
                • Customer Explorer Active Pane Functions Overview
                • Open Tickets
              • Customer Structure Functions
                • Bill To
                • Billing Contacts
                • Customer Information
                • Customer Name
                • Customer Snapshot
                • Customer Structure Functions Overview
                • Document Imaging
                • Edit Customer Setup
                • Mail Merge
                • Payment Options
                • Refresh
                • Sites
                • Systems
              • Customer Tree Options and Activities
                • Customer Tree Options and Activities Overview
                • Activity Ledger
                • Aging
                • Collections
                • Contacts
                • Credit Memos
                • Credit Auto
                • Deferred Income
                • EFT History
                • Inner Office Message
                • Invoices
                • Jobs
                • Journal Detail
                • Journal Summary
                • Notes
                • Payments
                • Prospects
                • Recurring
                • Recurring History
                • Refunds
                • Sedona Event Log
                • Service
                • Systems
              • Customer Tree Definitions and Functions Overview
            • Customer Explorer Overview and Topics
            • Inner Office Messaging Overview and Topics
            • Site Copy
            • Creating New Recurring
          • Example of a Company Rate Change Excluding Accounts
          • Customer Search
            • Customer Search
          • How to a Create a Critical Customer Message
          • EFT Customers
            • EFT Customers
          • How to Add or Remove Critical Messages in SedonaOffice
          • Inner Office Messaging
            • Inner Office Messaging Overview and Topics
            • Inner Office Messaging Add
            • Inner Office Messaging Edit
            • Inner Office Messaging Flow Chart
            • Inner Office Messaging Queue
            • Inner Office Messaging-User Group Security
            • Inner Office Messaging Quick Reference
          • How to Change Billing from Subaccount to Billing to Master
          • MailMerge
            • MailMerge-Cancellation Queue
              • Creating a MailMerge Letter Template-Cancellation Queue
              • Generating MailMerge Letters-Cancellation Queue
              • MailMerge Fields-Cancellations
            • MailMerge-Collection Queue
              • Creating a MailMerge Letter Template-Collections
              • Generate MailMerge Letters-Collections
              • MailMerge Fields-Collections
            • MailMerge-Customer Explorer
              • Creating a MailMerge Letter Template-Customer Explorer
              • Generate MailMerge Letters-Customer Explorer-Customer Level
              • Generate MailMerge Letters-Customer Explorer-Site Level
              • Generate MailMerge Letters-Customer Explorer-System Level
              • MailMerge Fields-Customer Explorer-Customer Level
              • MailMerge Fields-Customer Explorer-Site Level
              • MailMerge Fields-Customer Explorer-System Level
            • MailMerge-Customer Query Builder
              • Creating a MailMerge Letter Template-Customer Query Builder
              • Generate MailMerge Letters-Customer Query Builder
              • MailMerge-Customer Query Builder-Fields
            • MailMerge Overview and Topics
          • How to Move a System from One Site to Another
          • Manage Chain Accounts
            • Manage Chain Accounts
          • Master Account Management
            • Adding a New Sub Account
            • Convert a Regular Customer to a Master Account
            • Create a New Master Account
            • Increasing or Decreasing RMR Rates for a Master Account
            • Master Account Customer Explorer
            • Master Account Rate Changes
            • Master Accounts Overview and Topics
            • Retrieving Master Account Records
            • SedonaSetup-Master Accounts
            • Setup RMR Rates for a Master Account
            • User Group Security-Master Accounts
            • How to Remove a Master Account
          • How to Remove a Late Fee from a Customer’s Account
          • New Customer
            • Additional Data Entry
              • Add Additional Bill To's
              • Add Additional Sites
              • Add Additional Systems
              • Add Customer Recurring
              • Additional Data Entry Overview and Topics
              • Customer Items
              • Site Items
            • Creating a New Customer
            • Creating a New Customer from a QuoteWerks Quote
            • Formatting Customer Names
            • New Customer Overview and Topics
            • How To Create a Company House Account
            • How to Create a Tax-Exempt Customer
            • How to fix a duplicate data error on customer creation
            • How to Create a Company House Account
          • How to Remove Equipment from a System
          • RMR Management
            • RMR Management Overview
            • Cancelling a Recurring Line
            • Change Next Cycle Date
            • Creating a New Recurring Line
            • Decreasing a Recurring Line
            • Discount Recurring Lines
            • Edit a Recurring Line
            • Increasing a Recurring Line
            • Recurring History from the Customer Explorer
            • How to tell if RMR is Billed to a Subaccount or to the Master
            • RMR for Installation Payment PlansNew
          • How to Show Site Information of the Subaccounts on One Invoice
          • SedonaDocs
            • Customer Explorer Documents
              • Customer Explorer Documents Overview and Topics
              • Customer Explorer Documents-Add
              • Customer Explorer Documents-Scan
              • Customer Explorer Documents-Edit
              • Customer Explorer Documents-Delete
              • Customer Explorer Documents-View
            • General Documents
              • General Documents Overview
              • General Documents-Add
              • General Documents-Close
              • General Documents-Edit
              • General Documents-Delete
              • General Documents-Scan
              • General Documents-Search
            • SedonaDocs Overview and Topics
            • SedonaDocs Implementation Plan
            • Employee Documents
            • Job Documents
            • Part Documents
            • Part Receipt & PO Documents
            • Prospect Documents
            • Ticket Documents
            • Vendor Bill & Vendor Credit Documents
            • Vendor Documents
          • How to Update Customers to Have Late Fees
          • Invalid Use of Null on Customer Record Load
          • RMR Lines by Invoice Item
          • Maximum Number of Sites and Jobs Allowed on a Standard Customer
          • Customers Imported into SedonaOffice are not created with Registration Code generated
        • eForms
          • eForms Training Guide
          • SedonaOffice eForms Guide
        • General Ledger
          • Account Register
            • Account Register Overview
            • Account Register Definitions and Options
            • Account Register-Delete a Journal Entry
            • Account Register-Edit Category
          • Chart of Accounts
            • Chart of Accounts Overview and Topics
            • Add a New GL Account
            • Delete a GL Account
            • Edit a GL Account
            • Inactivate a GL Account
            • Reactivate a GL Account
          • Deferred Income
            • Deferred Income Overview
            • Running the Deferred Income Program
          • GL Query Builder
            • GL Query Builder Overview and Topics
            • Designing a Report with the GL Query Builder
            • Fine Tuning GL Query Builder Reports
            • GL Query Builder Function Buttons
            • Understanding the GL Query Builder
          • Journal Entry
            • Journal Templates
              • Creating a Journal Template
              • Delete a Journal Template
              • Using a Journal Template
            • Journal Entry Overview and Topics
            • Creating a Manual Journal Entry
            • Deleting a Journal Entry
            • Exporting a Journal Entry to Excel
            • Importing a Journal Entry from Excel
            • Journal Entry Form Definitions
            • Importing Journal Entries
          • Reconcile Bank Account
            • Reconcile Bank Account Overview and Topics
            • Correcting Deposits
            • Correcting Payments
            • How to Reconcile a Bank Account
            • Troubleshooting Tip: Bank Reconciliation - prior cleared section
            • You Cannot Reconcile Future Dated Transactions in Your Current Bank Rec
          • Royalties & Commissions
            • Recurring Royalties and Commissions Overview
            • Recurring Royalties Setup-Employee
            • Recurring Royalties Setup-Vendor
            • View Recurring Royalties for an Employee
            • View Recurring Royalties for a Vendor
            • View Job Commissions
          • Sales Tax Query Builder
            • Accounting Periods
            • Close Fiscal Year
            • General Ledger Overview
            • Register Number Lookup
            • How To Add A Service Ticket Number under the Job Costing Section of a Journal Entry
            • How to Void a Customer Refund Check
            • How To Add A Service Ticket Number under the Job Costing Section of a Journal Entry
            • What is PPV?
            • What is WIP?
          • Inventory
            • Costing Methods
              • Part Costing Methods Overview and Topics
              • Average Costing Method
              • Lot Number Costing Method
              • Serial Number Costing Method
              • Standard Costing Method
            • Issues/Returns
              • Issue Parts from Inventory
                • Issue Parts to a Job from Inventory
                • Issue Parts to a Ticket from Inventory
                • Miscellaneous Parts Issue
              • Return Parts to Inventory
                • Return Parts from a Job
                • Return Parts from a Ticket
                • Miscellaneous Parts Return
              • Part Issues/Returns Overview and Topics
            • Parts
              • Create a New Part
              • Editing a Part Setup
              • Material Handler Security
              • Parts Explorer
              • Parts Explorer-Part Tree Details
              • Parts Explorer-Warehouse Level
              • Part Kit Setup
              • Parts Overview and Topics
              • Part Price Levels
              • Parts Search
              • Parts Updater
              • Quick Basics on the Parts Updater
            • Physical Inventory
              • Performing a Physical Inventory
              • Physical Inventory Overview
              • How to Delete a Physical Inventory
            • Repair Order
              • Repair Orders Overview and Topics
              • Repair Orders-Company Property
              • Repair Orders-Customer Property
            • Stock Adjustments
              • Create a Stock Adjustment from a Part Explorer
              • Create a Stock Adjustment from a Warehouse Explorer
              • Stock Adjustments Overview and Topics
            • Transfers
              • Transfer Requests
                • Transfer Requests Overview and Topics
                • Create a Transfer Request from the Inventory Module
                • Create a Transfer Request from a Warehouse Explorer
                • How do I delete a Transfer Request?
              • Return to Vendor
              • Single Part Transfer from Part Explorer
              • Transfers Overview and Topics
            • Warehouses
              • Warehouses Overview and Topics
              • Copy Parts from one Warehouse to Another Warehouse
              • Edit a Warehouse
              • Inactivate a Warehouse
              • Warehouse Explorer
              • Warehouse Explorer Tree Options
              • Warehouse Setup
              • How to Transfer Inventory Between Warehouses
              • Transactions Allowed When Physical Was Created to Lock the Warehouse
            • Inventory Overview and Topics
            • Manufacturers
            • Product Lines
            • Receive Parts
            • SedonaSetup-Inventory
            • User Group Security-Inventory
            • How to Copy Parts from One Warehouse to Another
            • How to Set Up Wire in Inventory
            • How to set Inventory to Allow Negatives
            • Fix Issue with More Than One Primary Vendor on Parts
          • Job Management
            • Job Approvals Functionality & Setup
              • Job Approvals Functionality
              • Job Approvals Setup
            • Job Costing
              • Commission Costs
                • Commission Costs Overview and Topics
                • Commissions from a Journal Entry
                • Commissions from Payroll Timesheets
                • Commissions from Writing a Check
                • Enter Commissions on a Job
              • Labor Costs
                • Labor Costs Overview and Topics
                • Automated Timesheets from Dispatch
                • Bulk Timesheets
                • Job Timesheets
                • Negative Timesheets
                • Payroll Timesheets
              • Material Costs
                • Job Material Costs
                • Materials Issued from a Warehouse
                • Materials Received from a Direct Expense PO
                • Materials Received/Issued from a PO
                • Materials Returned to a Warehouse
                • Miscellaneous Material Purchases
              • Job Costing Overview and Topics
              • Miscellaneous Costs
              • Job Costing Screen
              • Researching Job Costs
              • Quick Summary of Job Costing Reports
              • Job Costing Setup Tables Priority Order
            • Job Management Setup
              • Commission Types
              • Install Company
              • Installer
              • Job Approval Groups
              • Job Expense Type
              • Job Management Setup Processing
              • Job Phases
              • Job Status
              • Job Type
              • Labor Tasks
              • Prevailing Wage
              • Project Manager
              • Salesperson
              • How to Assign UserGroups to a Job Task in SedonaOffice
              • How to Set Up a Job Task and Add it to a Job
              • Custom Job Costing Buckets in SedonaOffice
              • How to Grant Access to View Pay Rates and Amounts on Job Time Sheets
            • Job Templates
              • Job Templates Overview and Topics
              • Creating a Job Template
              • Using a Job Template
            • New Job Creation
              • Create a New Job - From QuoteWerks
                • Job for an Existing Customer
                  • Job for an Existing Customer Overview and Topics
                  • QW-Job for Existing Customer/New Site and New System
                  • QW-Job for Existing Customer/Site New System
                  • QW-Job for Existing Customer/Site/System
                • QW-Job for a New Customer
                  • Create a Job for a New Customer
                  • QW-Installs/Recurring/Materials
                • Jobs from QuoteWerks Overview and Topics
              • Create a New Job - Manually
                • Create a New Job Manually Overview and Topics
                • Job Commissions
                • Job Costing Estimate
                • Job Custom Fields
                • Job Installs
                • Job Materials
                • Job Recurring
                • Job System Form
                • Job Tasks
                • Job Work Order Form
              • Create a New Job Overview and Topics
              • Creating a Job from a Prospect
            • Processing a Job
              • Change Orders
                • Issue/Return Parts
                  • Issue Parts to a Job
                    • Issue Parts from a Job Record
                    • Issue Parts to a Job from the Inventory Module
                    • Take Parts Out of Holding
                  • Return Parts from a Job
                    • Return Parts to a Warehouse from a Job Record
                    • Return Parts to a Warehouse from the Inventory Module
                  • Issue/Return Parts Overview and Topics
                • Job Appointments
                  • Job Appointments Overview and Topics
                  • Create an Installer Appointment from a Job Record
                  • Create an Installer Appointment from SedonaSchedule Schedule Board
                  • Create an Installer Appointment from SedonaSchedule Jobs List
                • Job Invoicing and Credits
                  • Job Invoicing Methods
                    • Hold Back Invoicing
                      • Hold Back Invoice Created during Job Closing
                      • Hold Back (Retainage) Invoicing Overview and Topics
                      • Job Invoicing with Hold Back
                      • Manual Hold Back Invoice
                    • Create a Job Invoice for the Entire Job
                    • Create a Job Progress Invoice
                    • Percentage Invoicing
                  • Job Invoicing Overview and Topics
                  • Job Invoice Definitions
                • Job Timesheets
                  • Automated Job Timesheets from Dispatch
                  • Bulk Job Timesheets
                  • Bulk Job Timesheets Import
                  • Job Timesheets Overview and Topics
                  • Manual Job Timesheets
                • Print a Job Ticket
                  • Print a Job Ticket from a Job Record
                  • Print a Job Ticket from the Job Queue
                • Purchasing
                  • Create a PO for Expense Items
                  • Order Parts for a Job
                • Processing a Job Overview and Topics
                • Change Orders
                • Job Documents
                • Job Notes
              • The Job Record
                • Toolbars
                  • Cost Details Toolbar
                    • Cost Details Toolbar Overview and Topics
                    • Cost Details Toolbar-Check
                    • Cost Details Toolbar-Commissions
                    • Cost Details Toolbar-Credit
                    • Cost Details Toolbar-Issue/Return
                    • Cost Details Toolbar-Journal Entry
                    • Cost Details Toolbar-Receipt/Bill
                    • Cost Details Toolbar-Timesheet
                  • Job Toolbar
                    • Job Toolbar Overview and Topics
                    • Job Toolbar-Approvals
                    • Job Toolbar-Commissions
                    • Job Toolbar-Custom Fields
                    • Job Toolbar-Installs
                    • Job Toolbar-Job Costing
                    • Job Toolbar-Job System
                    • Job Toolbar-Materials
                    • Job Toolbar-Recurring
                    • Job Toolbar-Sales Summary
                    • Job Toolbar-Tasks
                    • Job Toolbar-Work Order
                  • Labor Toolbar
                    • Labor Toolbar Overview and Topics
                    • Labor Toolbar-Appointments
                    • Labor Toolbar-Payroll Timesheets
                    • Labor Toolbar-Schedule
                    • Labor Toolbar-Time Sheets
                  • Tools Toolbar
                    • Tools Toolbar Overview and Topics
                    • Tools Toolbar-Documents
                    • Tools Toolbar-Invoicing
                    • Tools Toolbar-Issue Parts
                    • Tools Toolbar-Journal Entry
                    • Tools Toolbar-Log
                    • Tools Toolbar-Notes
                    • Tools Toolbar-Parts Reconcile
                    • Tools Toolbar-Phases
                    • Tools Toolbar-Purchase Orders
                  • Journals Toolbar
                • The Job Record Overview and Topics
              • Job Management Overview and Topics
              • Close a Job
              • Job Phases Functionality
              • Job Queue
              • Re-Open a Job
              • Sales Reversal
              • How to Pull a List of Jobs with Change Orders
              • How to mark Commissions as Paid
              • How to Pull a List of Jobs with Change Orders
              • How to Reverse Job RMR through a Reversal Change Order
              • How to Allow Costing to Closed Jobs
              • How to Update a Job if it is Locked
              • How to Add New Install/RMR Options to the Job
              • Resolving Error Closing Job - Error Checking for Parts Issued and Reconciled! 94 Invalid Use of Null
              • How to Add Additional Job Tasks to a Job
              • How to Delete a Job
              • How to Add Custom Fields to Jobs
              • How to Provide User Access to the Quotes Tab in Jobs
              • Job Appointment Options
            • Exporting & Saving Files from the Cloud
            • Payroll
              • Import
                • Create a Pensoft Export File
                • Import Payroll
                • Import Pensoft Payroll File
                • Pensoft setup
              • Timesheets
                • Creating a Payroll Timesheet Batch
                • Exporting the Payroll Timesheet Batch
                • Payroll Timesheets Overview
                • Posting a Payroll Timesheet Batch
                • Timesheet
                • Timesheet Employee Records
                • Timesheets Setup
                • Viewing a Posted Timesheet Batch
              • Payroll Interface Overview and Topics
            • Report Manager
              • Report Manager Overview and Topics
              • Accounts Payable
                • Accounts Payable Reports Listing
                • A/P Aging Summary
                • AP 1099
                • AP Bill Payment Audit
                • AP Retroactive Aging
                • Check Disbursement
                • Check Register
                • Commission Calculation
                • Commission Recurring Summary
                • Open Receipts
                • Open Receipts Detail
                • Print 1099
                • Purchase Order List
                • Purchase Orders
                • Receipts Summary
                • Remittances
                • Vendor Open Items
                • Vendor Remittance Detail
                • Vendor Summary
              • Accounts Receivable
                • Accounts Receivable Reports Listing
                • ACH Batch
                • Advance Deposit Listing
                • AR Aging by Effective Date
                • AR Aging By Effective Date Extended
                • AR Credit Reason
                • AR Retroactive Aging
                • Branch Current Aging
                • Cash Based Revenue
                • Cash Receipts
                • Credit Memo Listing
                • Current Aging
                • Deposit Check Summary
                • Deposit Listing
                • Invoice Register
                • Open Credits
                • Open Invoices
                • Payments By Employee
                • Payments Received
                • Sales by Salesperson
                • Sales Report
                • Unapplied Cash Listing (Applied)
              • Client Management
                • Client Management Reports Listing
                • Blanket PO Expiration
                • Central Station Reconciliation
                • Contract Expiration
                • Customer Cancellations
                • Customer List
                • Customer Notes
                • Cycle PO Expiration
                • EFT Customer Listing
                • Geographic Sales
                • Master Account RMR Roll-forward Report
                • Master Account Snapshot
                • Master Account RMR Summary Listing
                • Master Account Subscriber RMR Changes
                • Master Commission Report
                • Master Sales Commission
                • Monitored By
                • RAR Cancellation Detail
                • Rate Increase
                • Recurring Analysis
                • RMR 12 Month Roll Forward
                • RMR at Risk
                • RMR Cancellation %
                • RMR Cancellation Amounts
                • RMR Cancellations Detail
                • RMR Cancellations Summary
                • RMR Changes Detail Report
                • RMR Customer Detail
                • RMR Customer List
                • RMR Cycle Analysis
                • RMR Cycle Distribution Analysis
                • RMR Distribution
                • RMR Increase %
                • RMR Increase Amounts
                • RMR Increase Summary
                • RMR Increases Detail
                • RMR Monthly Detail
                • RMR Reason Code Summary
                • RMR Reconcile
                • RMR Tracking
                • Summary of RMR Changes
                • Summary of RMR in Force - User Columns
                • Warranty Expiration
              • General Ledger
                • General Ledger Reports Listing
                • Account Trial Balance
                • Accounting Ratios
                • AR Audit
                • AR Audit by Branch
                • Balance Sheet
                • Balance Sheet (Classic)
                • Cash Analysis
                • Cash Based Taxable/Non-Taxable Sales
                • Comparison Balance Sheet
                • Comparison Income Statement
                • Comparison Income Statement by Category
                • Deferred Income
                • Deferred Income Audit
                • Deferred Income Creation
                • Deferred Income Distribution
                • Deferred Revenue Summary Audit*
                • GL Journal
                • GL Register Entries
                • Income by Category
                • Income Statement
                • Recurring Royalties
                • Tax Agency
                • Taxable / Non-Taxable Sales
                • Taxable / Non-Taxable Sales (By Tax Group)
                • Trial Balance
                • Year to Date Income Statement
              • Inventory
                • Inventory Reports Listing
                • Inventory Stock Status
                • Inventory Stock Summary
                • Part List
                • Receipt of Goods
                • Scan Code Sheet
                • Stock Labels
                • Stock Used
                • Transfer Report
              • Job Management
                • Job Management Reports Listing
                • Commission Due - 100% Paid
                • Commission Due - 50/50
                • Commission Due - Invoiced
                • Commission Due
                • Commission Report
                • Custom Job Label
                • Estimated vs Actual by Salesperson
                • Job Commissions
                • Job Cost Summary (JC02)
                • Job Cost Summary (JC03)
                • Job Cost Summary (JC04)
                • Job Cost Summary (JC05) WIP
                • Job Cost Summary (JC05)
                • Job Cost Summary (Transactions)
                • Job Cost Summary
                • Job Listing
                • Job Open Billing
                • Jobs Over/Under Invoiced
                • Job Profit/Loss
                • Jobs Sold
                • Jobs Sold Summary
                • Job Utilization
                • Jobs WIP Monthly Audit
                • Labor Hours
                • Open Job Notes Report
              • List (Setup Tables)
                • List (Sedona Setup Tables) Reports Listing
                • Alarm Companies
                • Alarm Services
                • Banks
                • Cancel Profiles
                • Cancellation Tasks
                • Categories
                • Collection Status
                • Commission Setup
                • Commission Type
                • Competitors
                • Contract Forms
                • Event Types
                • GL Accounts
                • Holidays
                • Install Companies
                • Invoice Descriptions
                • Invoice Items
                • Job Statuses
                • Job Tasks
                • Labor Tasks
                • Lead Sources
                • Panel Types
                • Payment Methods
                • Prevailing Wages
                • Problem Codes
                • Product Line
                • Quote Types
                • RMR Reasons
                • Sales Departments
                • Sales Resolutions
                • Sales Status
                • Sales User Defined Tables 1,2,3,4
                • Service Companies
                • Service Levels
                • Service Resolution
                • Service Technicians
                • Shipping Methods
                • Signal Types
                • System Types
                • Tax Groups
                • Tax Tables
                • Terms
                • Transmission Format
                • Type of Customer
                • UL Grade
                • User Defined Table 1,2,3 (Customer)
                • Vendor Types
                • Warehouse
                • Warranty Types
              • Sales Management
                • Sales Management Reports Listing
                • Prospect Notes
                • Salesperson Profitability
              • Service
                • Service Reports Listing
                • Closed Service Ticket Cost
                • Closed Service Ticket Cost-Not Invoiced
                • Daily Service Snapshot
                • Inspection Listing
                • Open Service Ticket Cost
                • Service Commissions
                • Service Sales History
                • Service Ticket Costing by Contract
                • Service Ticket List
                • Service Ticket Status
                • Taxable Service with Materials
                • Technician Performance (Time)
                • Technician Performance
                • Technician Schedule
            • Sebis
              • Configuring Sebis FTP Settings
            • Service
              • Customers Show Multiple Times in Service Search
              • How to Set Up Customer Specific Service Level Pricing
              • Service Module Permissions Issue
              • Service Module – User Display Groups
              • Appointments
                • Adding Miscellaneous Appointments in Service Module
                • How To Arrange Techs in Custom Order in Service Scheduler
                • How to Copy and Paste a Tech Appointment
                • How to Mark an Appointment as “Firm”
                • How to Remove the “Firm” Flag from an Appointment
                • Service Calendar Display Groups
              • Inspections
                • 3 Ways to Bill Inspections
                • 4 Ways to Advance the Next Inspection Date
                • How to Add Inspection Reports to an Inspection Record
                • What Inspection Reports Do and Do Not Do
                • Where do I Create Inspection Records?
              • Service Tickets
                • Access to Purchase Orders on Service Tickets
                • Creating a Service Ticket in SedonaOffice
                • How to Add an Invoice to a Customer's Next Cycle Invoice from a Service Ticket
                • How To Allow Users To Edit Comments on Service Tickets
                • How to Calculate O/T on Service Tickets
                • How to Close a Service Ticket Without an Appointment
                • How to Edit the Service Coordinator Field in Service Tickets When Ticket is Resolved
                • How to Hide the Charge Messages on Service Tickets
                • How to Make Purchase Orders Required on Service Tickets
                • How to Reverse Billed-To Next Cycle Invoice from a Service Ticket
                • Ticket Queue Font Colors
                • Viewing All Service Tickets
                • When is a Service Ticket Billable?
                • Service ticket - Billed in error to the next cycle
                • Troubleshooting Tip: Service ticket - Resolution note won’t populate on invoice
                • Resolving a Service Ticket
              • How to Add Miscellaneous Appointments to Multiple Techs at once
            • Time & Attendance
              • Setup Step 1 - Preferences
              • Setup Step 2 - Pay Groups
              • Setup Step 3 - Pay Codes
              • Setup Step 4 - Users
              • Setup Step 5 - Employees
              • Starting a New Shift
              • Clocking into Work Orders/Tickets
              • Approving/Exporting Payroll
              • Managers Dashboard
              • SedonaOffice - QR - SedonaOffice Time & Attendance ManualNew
            • Upgrading from SO 5.7 to 6.X? Find it all here!
              • Making the Upgrade
                • FAQs - Required Upgrade for Forte Compatibility: SedonaOffice 5.7 to 6.2.0.16
                • Upgrade Checklist
                • Critical Highlights for Upgrading from SedonaOffice 5x to 6x
              • Understanding EFT Setup and Processing
                • EFT Setup Changes - Upgrading to SedonaOffice 6.X
                • EFT Processing Guide
                • EFT Differences from SO 5.7 to 6.X
              • Watch Instructional Videos
                • Instruction Videos - EFT Processing
                • EFT Webinar for 6.0
                • SedonaOffice 6.2 EFT Update
              • SedonaOffice 6.X Release Notes
                • Release Notes - SedonaOffice 6.0
                • Release Notes - SedonaOffice 6.1
                • Release Notes - SedonaOffice 6.2
            • Business Management Hosting Security and Redundancy
            • Customers Show Multiple Times in Service Search
            • How to Clear Locked SedonaOffice Tables
            • Hiding the SedonaOffice Main Menu Tree
            • How to access Sedona Office executables- File downloads
            • Sedona Portal Account Unlock & Password Reset
            • Support Your SedonaOffice Support Team
            • Run-time Error During Printing – Data Source Not Specified
            • Create New SedonaOffice Database
            • Point of Sale (POS) in SedonaOffice
            • SedonaOffice Point of Sale (POS) Reference Guide
            • Network Provisions for SedonaOffice & Primary Integrations
            • Barter Transactions
          • Sales Automation
            • Calendar
              • Display Options
            • Creating a Quick Quote
              • Creating a Quick Quote
              • Quick Quote Overview
            • Leads
              • Leads
            • Printing or Emailing a Proposal
              • Emailing a Proposal
              • Printing a Proposal
            • Proposals
              • Proposals
            • Sales Automation Set Up
              • Departments
              • Employees
              • Preferences
              • SalesAutomation Setup
              • Sales Packages
              • Sync Management
              • Time Windows
              • Users
            • Search
              • Search
            • Sedona Office Set Up
              • Employees
              • Invoice Items
              • Job Types
              • Parts
              • SedonaOffice Set Up
              • Technicians
              • Users
            • How to Group Users Together Under a Department Manager in Sales Automation
          • Sales Management
            • Opportunities
              • Closing an Opportunity and Creating a New Customer and Job
              • Closing an Opportunity for a Lost Sale
              • Create a New Opportunity
              • Opportunities Overview and Topics
              • Opportunity Queue Definitions
            • Prospects
              • Create a New Prospect
                • Create a New Prospect
                • Prospect Contacts
                • Prospect Documents
                • Prospect Function Buttons
                • Prospect Note Log
                • Prospect Qualifications
              • How to Send a Prospect Record to QuoteWerks
              • Prospect Queue
              • Prospects Overview and Topics
            • Prospects/Opportunities Flow Chart
            • Sales Management Overview and Topics
            • SedonaSetup-Sales Management
            • User Group Security-Sales Management
          • SedonaEmail
            • Configuring your System for SedonaEmail
            • How to Tie Different SedonaEmail Templates to Different Branches
            • SedonaEmail
            • SedonaEmail User Guide
            • SedonaEmail Permissions
            • Service Resolution Notes in SedonaEmail
          • SedonaSchedule (Service/Inspections)
            • Designed Functionality
              • SedonaSchedule - The Ribbon
                • Arrangement Ribbon Group
                • Calendar Options Ribbon Group
                • Navigation Ribbon Group
                • Ribbon Overview and Topics
                • SedonaMonitor Ribbon Group
                • Tools Ribbon Group
              • SedonaSchedule - Application Options
              • SedonaSchedule - Calendar/Detail Viewer
              • SedonaSchedule - Designed Functionality Overview and Topics
              • SedonaSchedule - Display Area
              • SedonaSchedule - Schedule Board
              • SedonaSchedule - Terminology
              • SedonaSchedule - Ticket Design
              • SedonaSchedule - Ticket Queue
            • Group Tickets
              • Group Tickets Design
              • Group Tickets Overview and Topics
              • Group Tickets Setup
            • Inspections
              • Inspections Overview and Topics
              • Generate Inspection Tickets
              • Inspections Setup
              • RMR Linked Inspections
              • Inspection Linked RMR Setup and Process
              • User Group Security Setup
            • Setup and Configuration
              • Appointment Types
              • Display Groups
              • Job List Configuration
              • Setup and Configuration Overview and Topics
              • Ticket Queue Configuration
              • Field Chooser
            • Using SedonaSchedule
              • Create a Service Ticket
                • Create a Service Ticket and Appointment from SedonaSchedule
                • Create a Service Ticket from SedonaSchedule
                • Create a Service Ticket from the Customer Explorer
                • Create a Service Ticket Overview and Topics
                • Create a Vendor Service Ticket
                • Ticket Form and Field Definitions
              • Dispatch a Technician Appointment
                • Appointment Dispatching Overview and Topics
                • Clock Out/In for Lunch
                • Live Dispatch from a Ticket
                • Live Dispatch from the Schedule Board
                • Manual Dispatch from a Ticket
                • Manual Dispatch from the Schedule Board
              • Managing Technician Appointments
                • Delete a Technician Appointment
                • Firm Appointments
                • Managing Technician Appointments Overview and Topics
                • Reschedule a Technician Appointment
              • Miscellaneous Appointments
                • Create a Miscellaneous Appointment
                • Delete a Miscellaneous Appointment
                • Miscellaneous Appointments Overview and Topics
                • Modify a Miscellaneous Appointment
              • Schedule a Technician Appointment
                • Create a Technician Appointment from a Ticket
                • Create a Technician Appointment Using Copy & Paste
                • Create a Technician Appointment Using Drag & Drop
                • Technician Appointment Overview and Topics
              • Ticket Invoicing
                • Invoice a Single Ticket
                • Ticket Batch Billing
              • Ticket Parts
                • Adding Parts to a Ticket
                • Adding Parts to a Vendor Ticket
                • Create a PO for a Service Provider
                • Create a PO for Ticket Parts
              • Close a Ticket-Billable
              • Close a Ticket-Non Billable
              • Print a Ticket
            • SedonaSchedule Overview and Topics
            • SedonaSchedule Guide
            • Sedona Schedule Appointment Colors
            • How to Add Techs to the Service Scheduler
            • Not Seeing the New Version of Service Scheduler
          • SedonaSetup
            • SedonaSetup Overview and Topics
            • Accounts Payable
              • SedonaSetup - Accounts Payable Overview and Topics
              • SedonaSetup - AP - GL Account Defaults for A/P
              • SedonaSetup - AP - Setup Processing for A/P
              • SedonaSetup - AP - Shipping Methods
              • SedonaSetup - AP - Terms
              • SedonaSetup - AP - Vendor Types
              • SedonaSetup - AP - Vendors
              • SedonaSetup - AP - Vendor Custom Fields
              • SedonaSetup - AP - Vendor Custom Field Tables 1,2,3
              • How to Change the Default Bank Account in AP Print Checks for Customer Refunds
            • Accounts Receivable
              • SedonaSetup - AR - Overview and Topics
              • SedonaSetup - AR - Aging Buckets
              • SedonaSetup - AR - Alternate Company Address
              • SedonaSetup - AR - Banks
              • SedonaSetup - AR - Credit Reason
              • SedonaSetup - AR - EFT Setup
              • SedonaSetup - AR - EFT Credit Card Types
              • SedonaSetup - AR - GL Account Defaults for A/R
              • SedonaSetup - AR - Item Type
              • SedonaSetup - AR - Invoice Items
              • SedonaSetup - AR - Invoice Descriptions
              • SedonaSetup - AR - Late Fee Rules
              • SedonaSetup - AR - Statement Rules
              • SedonaSetup - AR - Setup Processing for A/R
              • SedonaSetup - AR - Tax Agency
              • SedonaSetup - AR - Tax Groups
              • SedonaSetup - AR - Tax Table
              • SedonaSetup - AR - Terms
              • How To Prevent Duplicate System Account Numbers
            • Client Management
              • SedonaSetup - CM - Overview and Topics
              • SedonaSetup - CM - Cancellation Tasks
              • SedonaSetup - CM - Cancellation Profiles
              • SedonaSetup - CM - Chain Accounts
              • SedonaSetup - CM - Collection Statuses
              • SedonaSetup - CM - Customer Groups
              • SedonaSetup - CM - Customer Custom Fields
              • SedonaSetup - CM - Customer Custom Fields Tables 1,2,3
              • SedonaSetup - CM - Data Entry Defaults
              • SedonaSetup - CM - Payment Methods
              • SedonaSetup - CM - RMR Escalations
              • SedonaSetup - CM - RMR Reasons
              • SedonaSetup - CM - Site Custom Fields
              • SedonaSetup - CM - Site Custom Fields Tables 1,2,3
              • SedonaSetup - CM - System Custom Fields
              • SedonaSetup - CM - System Custom Fields Tables 1,2,3
              • SedonaSetup - CM - System Types
              • SedonaSetup - CM - Type of Customer
              • SedonaSetup - Customer Group Security
              • Chain Accounts
            • Central Station Tracking
              • SedonaSetup - CS - Overview and Topics
              • SedonaSetup - CS - Alarm Services
              • SedonaSetup - CS - Authorities
              • SedonaSetup - CS - Central Station Tracking Defaults
              • SedonaSetup - CS - Signal Types
              • SedonaSetup - CS - Transmission Format
              • SedonaSetup - CS - UL Grade
            • General Ledger
              • SedonaSetup - GL - Overview and Topics
              • SedonaSetup - GL - Branches
              • SedonaSetup - GL - Categories
              • SedonaSetup - GL - Chart of Accounts
              • SedonaSetup - GL - Create Accounting Periods
              • SedonaSetup - GL - Define GL Segments and Length
              • SedonaSetup - GL - Open Current Accounting Period
              • How to set up the EFT Returned Payment Invoice Item for Previously Funded Transactions
              • How to Add a Company Bank Account
            • How to Add New Tasks to Cancellation Profile
            • Inventory
              • SedonaSetup - IN - Overview and Topics
              • SedonaSetup - IN - Default Vendor
              • SedonaSetup - IN - Inventory Setup
              • SedonaSetup - IN - Material Handlers
              • SedonaSetup - IN - Manufacturer
              • SedonaSetup - IN - Part Custom Fields
              • SedonaSetup - IN - Part Custom Fields Tables 1,2,3
              • SedonaSetup - IN - Product Line
              • SedonaSetup - IN - Warehouses
            • Job Management
              • SedonaSetup - JM - Job Types
                • SedonaSetup - JM - Job Types Overview and Topics
                • Job Type - Accounts Setup
                • Job Type - Approvals Setup
                • Job Type - Commission Types Setup
                • Job Type - Costing Setup
                • Job Type - Detail Setup
                • Job Type - Items Setup
                • Job Type - Job Tasks Setup
                • Job Type - Override Job Tasks Setup
                • Job Type - Phases Setup
              • SedonaSetup - Job Management Overview and Topics
              • SedonaSetup - JM - Commission Types
              • SedonaSetup - JM - Contract Forms
              • SedonaSetup - JM - Install Companies
              • SedonaSetup - JM - Installers
              • SedonaSetup - JM - Job Approval Group
              • SedonaSetup - JM - Job Custom Fields Setup
              • SedonaSetup - JM - Job Custom Field Tables 1,2,3,4
              • SedonaSetup - JM - Job Expense Types
              • SedonaSetup - JM - Job Phases
              • SedonaSetup - JM - Job Status
              • SedonaSetup - JM - Job Tasks
              • SedonaSetup - JM - Labor Tasks
              • SedonaSetup - JM - Prevailing Wages
              • SedonaSetup - JM - Setup Processing for Jobs
            • Operations
              • SedonaSetup - OP - Overview and Topics
              • SedonaSetup - OP - Alarm Companies
              • SedonaSetup - OP - Company Edit
              • SedonaSetup - OP - Departments
              • SedonaSetup - OP - Default Vendor
              • SedonaSetup - OP - Document Type
              • SedonaSetup - Employee Setup: Payroll, Commissions
              • SedonaSetup - OP - Geographic Tables
              • SedonaSetup - OP - Note Type
              • SedonaSetup - OP - Printer Setup
              • SedonaSetup - OP - User Groups
              • SedonaSetup - OP - Users
              • Utilities/Tools
            • Payroll
              • SedonaSetup - Payroll - Overview and Topics
              • SedonaSetup - PR - Earnings Type
              • SedonaSetup - PR - Payroll Setup
            • Sales Management
              • SedonaSetup - Sales Management Overview and Topics
              • SedonaSetup - SM - Competitors
              • SedonaSetup - SM - Event Types
              • SedonaSetup - SM - Lead Sources
              • SedonaSetup - SM - Prospect User Defined Setup
              • SedonaSetup - SM - Prospect User Defined Tables 1,2,3,4
              • SedonaSetup - SM - Quote Types
              • SedonaSetup - SM - Sales Departments
              • SedonaSetup - SM - Sales Department Maintenance
              • SedonaSetup - SM - Sales Items
              • SedonaSetup - SM - Sales Managers
              • SedonaSetup - SM - Sales Resolution Codes
              • SedonaSetup - SM - Sales Status
            • Service
              • SedonaSetup - Service Overview and Topics
              • SedonaSetup - SV - Default Labor Rates
              • SedonaSetup - SV - Holidays
              • SedonaSetup - SV - Inspection Items
              • SedonaSetup - SV - Instruction Notes
              • SedonaSetup - SV - Panel Types
              • SedonaSetup - SV - Problem Codes
              • SedonaSetup - SV - Resolution Codes
              • SedonaSetup - SV - Routes
              • SedonaSetup - SV - Scheduling and Appointments
              • SedonaSetup - SV - Service Companies
              • SedonaSetup - SV - Service Custom Field Setup
              • SedonaSetup - SV - Service Custom Field Setup Tables 1 through 8
              • SedonaSetup - SV - Service Levels
              • SedonaSetup - SV - Service Ticket Message
              • SedonaSetup - SV - Setup Defaults for Service
              • SedonaSetup - SV - Technicians
              • SedonaSetup - SV - Warranty Types
            • Credit Card Types in SedonaOffice
            • How to Prevent Duplicate System Account Numbers
            • Adding Other Countries/Territories to the Geographic Tables
            • Updating the Company Address in SedonaOffice
            • Setting Up a New Company Bank Account
            • SedonaOffice Permissions List
            • Changing the Address of a Branch
            • How to Add Canadian Address Information into Geographic Tables
            • How to Add a City and Zip Code in SedonaOffice
            • List of Tables With Creation Date and Created by user
            • How to Add Tax Groups with Multiple Tables
          • Sedona-X Mobile
            • Sedona-X Mobile User setup
              • Sedona-X Mobile: User Setup
              • Sedona-X Mobile: User Permissions
              • Logging into your SedonaAPI
            • Sedona-X Mobile: Overview
            • Sedona-X Mobile: eLesson
            • Sedona-X Mobile: Adding Notes to a Job or Service Ticket
            • Sedona-X Mobile: Adding Photos to a Job or Service Ticket
            • Sedona-X Mobile: App Setup
            • Sedona-X Mobile: Building and Editing a New Job
            • Sedona-X Mobile: Calendar
            • Sedona-X Mobile: Locating a Job
            • Sedona-X Mobile: Service Ticket Appointments, Dispatching and Resolving
            • Sedona-X Mobile: Service Tickets
            • Sedona-X Mobile App Training Options
            • Sedona-X Mobile Role Groups
              • Creating Custom Role Groups for Sedona-X Mobile
              • Sedona-X Mobile: Default Role Group Matrix
              • Sedona-X Mobile - Mobile API Endpoints
              • Sedona-X Mobile - Role Permissions
              • How do I clone a Role Group?
            • Can a Technician Bypass the Resolution?
            • Common Issue: Cannot Use Card Readers to Add New Card Payment from Service Ticket in Sedona-X
            • How to Videos
              • Sedona-X Mobile (SedonaOffice) - How to Manage the Home Screen and Calendar (02:25)
              • Sedona-X Mobile (SedonaOffice) - How to Navigate Jobs (02:22)
              • Sedona-X Mobile (SedonaOffice) - How to Navigate Service Ticket (03:22)
              • Sedona-X Mobile (SedonaOffice) - How To Navigate the Customer Section (01:59)
              • Sedona-X Mobile - How To Set Up Techs (06:20)
            • Technician Management Tool
            • SedonaAPI/Sedona-X/SedonaWeb2.0 Site Error
          • SedonaWeb 2.0/Sedona API
            • eLearning
              • SedonaAPI eLearning
              • SedonaWeb 2.0: Customer View Micro-lesson
            • SedonaWeb 2.0
              • SedonaWeb 2.0 First time log in for SedonaWeb Legacy customers
              • Resetting Your Password (for users of SedonaWeb 2.0)
              • SedonaWeb 2.0 - How to Pay Invoices
              • SedonaWeb 2.0 Preferences
              • How to Manage SedonaWeb 2.0 Preferences
              • How to Add a Company to the SedonaAPI
              • Cannot Add Payment Methods in SedonaWeb2.0
              • How do I hide fields on the Customer Portal Invoice View in SedonaWeb 2.0?
              • Level 2 Credit Card Processing
            • SedonaWeb
              • SedonaWeb Overview
              • SedonaWeb Home Page
              • SedonaWeb Invoices, Payments, Credit Cards, and Bank Accounts
              • SedonaWeb Login
              • SedonaWeb Manage Customer Logins
              • SedonaWeb Master and Sub Accounts
              • SedonaWeb New Customer Setup
              • SedonaWeb Service Tickets and Documents
              • SedonaWeb Settings
              • Endpoints to call new site/system link/unlink stored procedures
            • SedonaWeb 1.0 to SedonaWeb 2.0? Start here!
              • SedonaWeb 2.0 Migration FAQ
              • SedonaWeb and PCI Compliance: Prepare for PCI DSS 4.0
              • Pre-install Checklist: SedonaAPI 2.0/SedonaWeb 2.0
              • SedonaWeb 2.0 First time log in for SedonaWeb Legacy customers
              •  Logging into your SedonaAPI
              • SedonaWeb 2.0: Customer View Micro-lesson
              • Resetting Your Password (for users of SedonaWeb 2.0)
              • SedonaWeb 2.0 PreferencesUpdated
              • SedonaAPI eLearning
            •  Logging into your SedonaAPI
            • Pre-install Checklist: SedonaAPI 2.0/SedonaWeb 2.0
            • How to Filter by Date Using APIs
            • POST Credits through API Fails with Error Accounting Period Not Open
            • Credits Added through API Not Showing Line-Item Details
            • Fix Error: An Item With the Same Key Has Already Been Added in SedonaCloud
            • Using the PUT Verb to Update Service Ticket Dispatch Using the SedonaWeb 2.0 API
            • How SedonaOffice gets ACH Tokens for Payment Methods
            • Minimum Requirements for Creating a Service Ticket Dispatch using SedonaCloud API
            • Sedona API/X/Web2.0 Site Error 503
            • SedonaAPI/Sedona-X/SedonaWeb2.0 Site Error
          • Integrations
            • SedonaOffice & Stages Integration
            • WeSuite
              • SedonaOffice - WeSuite Integration Guide
              • How to Configure WeEstimate to Pull Standard Cost from Sedona
              • How to Create a Change Order in Sedona
              • How to Map From WeSuite to Sedona: An Accounting Interface Walkthrough
              • Sedona Import Process and Accounting Exception Walkthrough
              • Sedona Office Job Creation and Import
              • Sedona Document API Walkthrough and Explanation
              • Sending Documents to Sedona
              • Set Default_Note_Access_Level for Jobs from WeSuite
              • Removing a Change Order from the WeSuite Import Queue
              • WeSuite and SedonaOffice - Job not Appearing for Import
              • Importing Change Orders from WeSuite
              • WeSuite and Custom Job Costing Buckets
              • WeSuite 'Roll Up' Feature
              • What Imports from WeSuite?
              • WeSuite Import Queue
              • Inactive Items/Parts Imported from WeSuite
              • The Wrong Part Imported from Wesuite
              • WeSuite Items/Parts Won't Import
              • Common Causes for Errors Importing Jobs from WeSuite
              • How to Get Rid of WeSuite Jobs Showing Available for Import that Should Not Be
              • How to Add a WeSuite Change Order to a Job Imported from WeSuite
              • How to Set Up the Integration between SedonaOffice and WeSuite
            • Manitou Edition Not Showing Message When Opening SedonaOffice
            • How to Control Automatically Copying Fields from SedonaOffice to Manitou
            • FireNspec
              • FireNspec Product Sheet
            • Central Station Reference Guide
          • Back to Home Page
          • SedonaOffice
          • Report Manager

          List (Setup Tables)

          Articles

          List (Sedona Setup Tables) Reports Listing
          List reports are lists of items contained in many of the SedonaSetup tables.  Below is a listing of all List Reports currently available.   Note:  Not every SedonaSetup table or option has a printable report. Alarm...
          Alarm Companies
          Alarm Services
          Banks
          Cancel Profiles
          Cancellation Tasks
          Categories
          Collection Status
          Commission Setup
          Commission Type
          Competitors
          Contract Forms
          Event Types
          GL Accounts
          Holidays
          Install Companies
          Invoice Descriptions
          Invoice Items
          Job Statuses
          Job Tasks
          Labor Tasks
          Lead Sources
          Panel Types
          Payment Methods
          Prevailing Wages
          Problem Codes
          Product Line
          Quote Types
          RMR Reasons
          Sales Departments
          Sales Resolutions
          Sales Status
          Sales User Defined Tables 1,2,3,4
          ...
          Service Companies
          Service Levels
          Service Resolution
          Service Technicians
          Shipping Methods
          Signal Types
          System Types
          Tax Groups
          Tax Tables
          Terms
          Transmission Format
          Type of Customer
          UL Grade
          User Defined Table 1,2,3 (Customer)
          Customer specific set up table.  If a label was assigned to any of the prospect User Defined Table type fields, you will need to create a list from which the User will make a selection from the field drop-down list. 
          Vendor Types
          Warehouse
          Warranty Types
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