-
Once all existing EFT transactions have been submitted to Forte, and the new DEX credentials from Forte have been generated, setup for the new EFT processing can begin. The following Payment Processing message will appear, click on the OK button to ...
-
The Arrangement Ribbon Group contains several options as listed below. Each of these options will be detailed below. Day, Week, Month - selecting one of these options controls the period of time that is displayed in the Schedule Board. Tic...
-
Whether an existing registered customer or a customer whom has just completed the new customer registration, the following steps are the same. At the main login page, type in the UserName (the customer’s registered email address) and password then ...
-
When a customer’s payment that was applied to a specific invoice must be refunded to a credit card or bank account, there are several steps that must be completed to be able to make the refund. The payment must first be removed from the invoice by...
-
Service and Inspection Tickets are invoiced individually from the Billing form of the Ticket. The only exception to this is companies using Group Tickets or using the Batch Invoicing feature in SedonaSchedule. For more information on Batch Billin...
-
When printing purchase orders, the user is presented with the Printing Preferences form. If the user checks the “Do not show this again” checkbox, the Printing Preferences form will not be displayed when printing subsequent Purchase Orders. This ...
-
SedonaSchedule allows each User to organize the Open Jobs List according to their specific preference. When a User logs into the SedonaSchedule application, whatever configuration settings were selected, will be remembered the next time the User lo...
-
The search tool allows you to perform simple or complex searches for Customers and Vendors. There are two tabs on this form; AR Search and AP Search. The AR Search is used to locate your customer records. The AP Search is used to locate v...
-
Issue:
Customer needs to add a new Job Task to Job
Resolution:
To add a new Job Task and add it to a Job Type:
Go to SedonaSetup > Job Tasks
Click New button at bottom of the Tasks list
Add t...
-
When highlighting the Sites menu option from the customer tree, the Active Pane will display a list of all Site records that exist for the Customer. Expanding the tree of a single site will display a list of Site Tree Options. ...