SedonaOffice Knowledge Base
Table of Contents
Table of Contents
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Glossary
New to SedonaOffice or Need a Refresher? Start Here!
Application Menu
Customer Menu Options
Customer Options
Edit Menu Options
Edit Menu Options
File Menu Options
Close Company
Exit
File Menu Options Overview
Open Company
Print
Print Preview
Print Sedona Screen Shot
Printer Setup
Help Menu Options
About SedonaOffice
Email SedonaSupport
Help Menu Options Overview
Latest SedonaOffice Information
Online Documentation
SedonaOffice Help
SedonaOffice Website
SedonaSupport
Query Menu Options
Query Options
SedonaOffice Menu Options
SedonaOffice Option
Tools Menu Options
Change Password
Check for Updates
Check Scan Setup
I/O Messaging
Letter Templates
Map Location with MapPoint
OPT Portal
Payment Calculator
QuoteWerks DB Setup
Restart SedonaEvents
Spell Check
Tools Menu Options Overview
WeSuite Setup
View Menu Options
Auto Hide Tree
Mail Merge
Show Icons on Menu Tree
Site Name / Address
Toolbars
Tree
Tree Gridlines
Use Web Maps Only
View Menu Options Overview
Window Menu Options
Cascade
Tile Horizontally
Tile Vertically
Use Open Windows Toolbar
Window Menu Options Overview
Application Menu Options
Function Buttons
Function Buttons Overview
New Data
Save Data
Delete Data
Print Preview
Print
Copy/Paste
Quick Search
Customer Tree
Refresh Data
Show/Hide Main Tree
Inner Office Messaging
Map Location
Spell Check
Journal
OPT
SQL
Create Support Ticket
SedonaOffice Help
SedonaSupport Live Assist
SedonaOffice Website
Online Documentation
Previous Customer
Next Customer
Main Application Menu Tree
Main Application Modules
Client Management
Accounts Receivable
General Ledger
Accounts Payable
Inventory
Job Management
Payroll Interface
Point of Sale
Sales Management
Service
Non-Module Menu Options
General Documents
Lock Table Maintenance
Management Summary
SedonaDashboard
Report Manager
SedonaSetup
Main Application Menu Overview
Hiding the SedonaOffice Main Menu Tree
Customer Portal
Requesting a Login to the Customer Portal
Logging into the Customer Portal / Resetting Your Password
Submitting a Case on the Customer Portal
Product Request Development Lifecycle
Your SedonaOffice Guide: Start Here
Accounts Receivable Contacts & Escalation Guide
SedonaOffice User Overview
SedonaOffice 101 Overview
SedonaOffice Minimum Hardware & Software Requirements
Sedona Portal Account Reset / Unlock
New Server Access Guide (SedonaOffice - Hosted)
Submitting a case on the Customer Portal
General Documents – How to Add a Document
SedonaSetup Training & Setup Guide (v5.7.99 & 6.X+)
Technical Support Escalation Guide
How to Make a Payment by Check or Wire Transfer - SedonaOffice
How to Pay Your One Time Fees (OTFs)
SedonaOffice Onboarding Guide
Release Notes
Release Notes - SedonaOffice 6.2
SedonaOffice - Release Notes - 6.2.0.2X
SedonaOffice 6.2.0.22 (March 2026)
SedonaOffice 6.2.0.21 Rev 8 (February 2026)
SedonaOffice 6.2.0.21 Rev 3 (November 2025)
SedonaOffice 6.2.0.20 (August 2025) (updated December 2025)
SedonaOffice - Release Notes - 6.2.0.1X
SedonaOffice 6.2.0.19 Rev 4 Hotfix (February 2025)
SedonaOffice 6.2.0.19 Rev 2 Hotfix (January 2025)
SedonaOffice 6.2.0.19 (January 2025)
SedonaOffice 6.2.0.18 Rev 2 (November 2024)
SedonaOffice 6.2.0.18 (October 2024)
SedonaOffice 6.2.0.17 (July 2024)
SedonaOffice 6.2.0.16 (December 2023)
SedonaOffice 6.2.0.15 (September 2023)
SedonaOffice 6.2.0.14 (August 2023)
SedonaOffice 6.2.0.13 (June 2023)
SedonaOffice 6.2.0.12 (May 2023)
SedonaOffice 6.2.0.11 (April 2023)
SedonaOffice 6.2.0.10 (March 2023)
SedonaOffice - Release Notes - 6.2.0.X
SedonaOffice 6.2.0.9 (December 2022)
SedonaOffice 6.2.0.8 (September 2022)
SedonaOffice 6.2.0.7 (August 2022 - Hotfix)
SedonaOffice 6.2.0.6 (June 2022)
SedonaOffice 6.2.0.5 (March 2022)
SedonaOffice 6.2.0.4 (December 2021)
SedonaOffice 6.2.0.2 (September 2021)
Release Notes - SedonaWeb 2.0/SedonaAPI
SedonaWeb/SedonaAPI 2.0 v1.53.0 (March 2026)
SedonaWeb/SedonaAPI 2.0 v1.52.1 (October 2025)
SedonaWeb/SedonaAPI 2.0 v1.52.0 (October 2025)
SedonaWeb/SedonaAPI 2.0 v1.51.0.7 (September 2025)
SedonaWeb/SedonaAPI 2.0 v1.51.0 (August 2025)
SedonaWeb/SedonaAPI 2.0 v1.50.1 hotfix (May 2025)
SedonaWeb/SedonaAPI 2.0 v1.50.0 (March 2025)
SedonaWeb/SedonaAPI 2.0 v1.49.1 (February 2025)
SedonaWeb/SedonaAPI 2.0 v1.49.0 (January 2025)
SedonaWeb/SedonaAPI 2.0 v1.48.0 (October 2024)
SedonaWeb/SedonaAPI 2.0 v1.47.0 (August 2024)
SedonaAPI 1.46.1 (January 2024)
SedonaAPI 1.46.0 (December 2023)
SedonaAPI 1.45.0 (September 2023)
SedonaAPI 1.44.0 (June 2023)
SedonaAPI 1.43.1.2 (May 2023)
SedonaAPI 1.43.1 (April 2023)
SedonaAPI 1.43.0 (December 2022)
SedonaAPI 1.42.0 (September 2022)
Release Notes - Sedona-X Mobile
Sedona-X Mobile - Release Notes - 2.2.x
Sedona-X Mobile 2.3.0 (March 2026)
Sedona-X Mobile 2.2.2 (February 2026)
Sedona-X Mobile 2.2.1 (January 2026)
Sedona-X Mobile 2.2.0 (December 2025)
Sedona-X Mobile - Release Notes - 2.1.x
Sedona-X Mobile 2.1.5 (November 2025)
Sedona-X Mobile 2.1.4 (October 2025)
Sedona-X Mobile 2.1.3 (October 2025)
Sedona-X Mobile 2.1.2 (September 2025)
Sedona-X Mobile 2.1.1 (September 2025)
Sedona-X Mobile 2.1.0 (August 2025)
Sedona-X Mobile - Release Notes - 2.0.x
Sedona-X Mobile 2.0.3 (August 2025)
Sedona-X Mobile 2.0.2 (July 2025)
Sedona-X Mobile 2.0.1 (July 2025)
Sedona-X Mobile - Release Notes - 1.6.1X
Sedona-X Mobile 1.6.18 (August 2024)
Sedona-X Mobile 1.6.17 (May 2024)
Sedona-X Mobile 1.6.16 (May 2024)
Sedona-X Mobile 1.6.15 (March 2024)
Sedona-X Mobile 1.6.13 (November 2023)
Sedona-X Mobile 1.6.12 (September 2023)
Sedona-X Mobile 1.6.11 (July 2023)
Sedona-X Mobile - Release Notes - 1.6.X
Sedona-X Mobile 1.6.9 (Hotfix - June 2023)
Sedona-X Mobile 1.6.8 (June 2023)
Sedona-X Mobile 1.6.7 (May 2023)
Sedona-X Mobile 1.6.6 (April 2023)
Sedona-X Mobile 1.6.5 (April 2023)
Sedona-X Mobile 1.6.4 (March 2023)
Sedona-X Mobile 1.6.2 (December 2022)
Sedona-X Mobile - Release Notes - 1.3.X - 1.5.X
Sedona-X Mobile 1.5.5 (September 2022)
Sedona-X Mobile Hotfix (July 2022)
Sedona-X Mobile 1.4.4 (June 2022)
Sedona-X Mobile 1.4.2.1 (March 2022)
Sedona-X Mobile 1.4.1 (December 2021)
Sedona-X Mobile 1.4.0 (September 2021)
Sedona-X Mobile 1.3.5 (July 2021)
Release Notes - SedonaCloud
SedonaCloud 1.41.4.1 (June 2022)
SedonaCloud 1.41.0 (March 2022)
SedonaCloud 1.40.2.1 (January 2022)
SedonaCloud 1.40.1.2 (December 2021)
SedonaCloud 1.40.1 (September 2021)
SedonaCloud 1.30.2.2 (July 2021)
SedonaCloud 1.30.0.1 (June 2021)
Release Notes - SedonaOffice - FSU
SedonaOffice - FSU - 2.6.2
SedonaOffice - FSU - 2.5.6
SedonaOffice - FSU - 2.4.5
SedonaOffice - FSU - 2.2.0
Release Notes - SedonaOffice 6.1
SedonaOffice 6.1.0.6X
SedonaOffice 6.1.0.61 (July 2021)
SedonaOffice 6.1.0.60 (June 2021)
SedonaOffice 6.1.0.5X
SedonaOffice 6.1.0.58 (April 2021)
SedonaOffice 6.1.0.55 (January 2021)
SedonaOffice 6.1.0.54 (January 2021)
SedonaOffice 6.1.0.53 (December 2020)
SedonaOffice 6.1.0.51 (October 2020)
SedonaOffice 6.1.0.4X
SedonaOffice 6.1.0.42 (July 2020)
SedonaOffice 6.1.0.40 (June 2020)
SedonaOffice 6.1.0.3X
SedonaOffice 6.1.0.38 (June 2020)
SedonaOffice 6.1.0.35 (June 2020)
SedonaOffice 6.1.0.33 (June 2020)
SedonaOffice 6.1.0.30 (June 2020)
SedonaOffice 6.1.0.2X & 1X
SedonaOffice 6.1.0.26 (Q1 2020)
SedonaOffice 6.1.0.24 (January 2020)
SedonaOffice 6.1.0.17
Release Notes - SedonaOffice 6.0
Release Notes - SedonaOffice 6.0
Release Notes - SedonaOffice 5.7.X
SedonaOffice 5.7.X
SedonaOffice 5.7.99
SedonaOffice 5.7.98
Release Notes - SedonaWeb 1.0
Release Notes - SedonaWeb 1.0 v2.7.86.2 (March 2026)
Release Notes - SedonaWeb 1.0 v2.7.85.2 (October 2025)
Release Notes - SedonaWeb 1.0 v2.7.85 (October 2025)
Release Notes - SedonaWeb 1.0 v2.7.84 (August 2025)
Release Notes - SedonaWeb 1.0 v2.7.83.1 (February 2025)
Release Notes - SedonaWeb 1.0 v2.7.82.1 (January 2024)
Release Notes - SedonaWeb 1.0 v2.7.81.5 (June 2023)
Product Portal
New
How We Evaluate a Feature Request
SedonaOffice
Client Management
Customer Search
Customer Search
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 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
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
Customer Explorer Overview and Topics
Inner Office Messaging Overview and Topics
Site Copy
Creating New Recurring
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
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
EFT Customers
EFT Customers
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
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
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 Plans
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
Client Management Overview
3rd Party Dealer Billing
Adding a Non-U.S. Postal Code to a Customer
Error Opening Bank Payment Method on Customer
Example of a Company Rate Change Excluding Accounts
How to a Create a Critical Customer Message
How to Add or Remove Critical Messages in SedonaOffice
How to Change Billing from Subaccount to Billing to Master
How to Move a System from One Site to Another
How to Remove a Late Fee from a Customer’s Account
How to Remove Equipment from a System
How to Show Site Information of the Subaccounts on One Invoice
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
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
SedonaOffice Invoice Templates
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
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
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
Sales Tax
Sales Tax
Sales Tax
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
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
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
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
Barter Transactions
Late Fees in Accounts Receivable
Adding an Invoice-Level Late Fee
Adding a Statement Level Late Fee
Statement-Level Vs. Invoice-Level Late Fees
General Ledger
General Ledger Overview
Accounting Periods
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
Close Fiscal Year
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
Register Number Lookup
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
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?
Accounts Payable
Accounts Payable Overview and Topics
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
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
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
Removing a Bill Selected for Payment (needs new screen shots)
Print Checks
Print Checks Overview and Topics
Check Alignment
Check Printing Forms
How to Print Checks
How to Void a Check After Printing
How to Void a Check Before Printing
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
Purchase Orders Overview and Topics
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
Print Purchase Orders
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
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
Set up a Recurring Bill
Set up 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
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
AP Query Builder
Export Checks
Comdata Interface
Comdata Overview and Topics
Comdata Setup
Using the Comdata Interface
Verify ComData Settings
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
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
Inventory SQL Script Solutions
Job Management
Job Queue
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
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
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
Point of Sale (POS) in SedonaOffice
SedonaOffice Point of Sale (POS) Reference Guide
Point of Sale (POS) in SedonaOffice
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
SalesAutomation
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
SalesAutomation Set Up
Departments
Employees
Preferences
SalesAutomation Setup
Sales Packages
Sync Management
Time Windows
Users
Search
Search
SedonaOffice 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
Service
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
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
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
How to Add Miscellaneous Appointments to Multiple Techs at once
Report Manager
Report Manager Overview and Topics
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
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)
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
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
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
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
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
eForms
eForms Training Guide
SedonaOffice eForms Guide
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 Manual
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
Product Portal
Product Portal
New
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 Cloud Portal Account Unlock & Password Reset
Support Your SedonaOffice Support Team
Run-time Error During Printing – Data Source Not Specified
Create New SedonaOffice Database
Network Provisions for SedonaOffice & Primary Integrations
Exporting & Saving Files from the Cloud
Sedona-X Mobile
Sedona-X Mobile: Overview
Sedona-X Mobile: eLesson
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)
Sedona-X Mobile User setup
Sedona-X Mobile: User Setup
Sedona-X Mobile: User Permissions
Logging into your SedonaAPI
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?
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
Can a Technician Bypass the Resolution?
Common Issue: Cannot Use Card Readers to Add New Card Payment from Service Ticket in Sedona-X
Technician Management Tool
SedonaAPI/Sedona-X/SedonaWeb2.0 Site Error
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 Introduction (1:04)
SedonaOffice - How To: Service Appointment (6:41)
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)
SedonaWeb
SedonaOffice - How to: Register for SedonaWeb 2.0 using your SedonaWeb 1.0 username (01:07)
SedonaWeb 2.0/Sedona API
eLearning
SedonaAPI eLearning
SedonaWeb 2.0: Customer View Micro-lesson
SedonaWeb 2.0: Preferences for the Customer Portal
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 2.0: Preferences for the Customer Portal
SedonaWeb 2.0: Customer View Micro-lesson
Linking Multiple Accounts to one SedonaWeb Login
Can't see invoices in SedonaWeb 2.0?
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
SedonaOffice - How to: Register for SedonaWeb 2.0 using your SedonaWeb 1.0 username (01:07)
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 Preferences
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
SedonaWeb 2.0: Customer View Micro-lesson
SedonaWeb 2.0: Preferences for the Customer Portal
Token Refresh for SedonaAPI 2.0
Software Administration
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
Vendor Add Permission
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
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
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
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
How to Add New Tasks to Cancellation Profile
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
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)
May 2025 - Practical Accounting Methods for Better Inventory in SedonaOffice
May 2024 - Practical Accounting Methods for Better Inventory in SedonaOffice (video)
July 2025 - Expert Answers to Your Top SedonaOffice Challenges
July 2025 - Expert Answers to Your Top SedonaOffice Challenges (video)
October 2025 - Bold Group/Blackleaf Solutions Partner Webinar
October 2025 - Bold Group/Blackleaf Solutions Partner Webinar (video)
Integrations
SedonaOffice & Stages Integration
Sebis
Configuring Sebis FTP Settings
WeSuite
SedonaOffice - WeSuite Integration Guide
How to Configure WeEstimate to Pull Standard Cost from 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
WeSuite and SedonaOffice - Job not Appearing for Import
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 Add a WeSuite Change Order to a Job Imported from WeSuite
How to Set Up the Integration between SedonaOffice and WeSuite
WeSuite – Estimate with more than One Folder not importing Part Quantities Correctly for Purchase Orders
New
WeSuite – How Part Costs Edited in an Estimate Import into a Job in Sedona
New
How To Remove a Job/Change Order from the WeSuite Import Queue in Sedona Office.
New
WeSuite – How to Setup Invoice Items in Sedona and Map to Chargeable Items in WeSuite
New
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
Sedona QuoteWerks Integration Changes
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SedonaOffice
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