Below is a list of the setup tables involved in Payment Processing.
- Chart of Accounts
- Payment Type
- Banks
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- Function Buttons Overview
- New Data
- Save Data
- Delete Data
- Print Preview
- 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
- 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
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- 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
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- 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)
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- 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)
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- 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)
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- 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)
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- Accounts Payable Overview and Topics
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- 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
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- 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
- 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
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- 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
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- 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?
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- EFT Processing Overview
- EFT Processing Guide
- PCI Compliance
- Voiding EFT Transactions
- Resubmit Rejected Transactions
- Accessing Required Information from the Dex Portal
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- 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
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- Invoicing Overview
- Sales Tax
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- 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
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- Credit Requests Overview
- Credit Requests Setup
- SedonaSetup-Credit Requests
- User Group Security-Credit Requests
- Credit Request Sign-Off Process
- Managing Credit Requests
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- 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
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- 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)
- 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
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- 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
- 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
- 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
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- 3rd Party Dealer Billing
- Adding a Non-U.S. Postal Code to a Customer
- Client Management Overview
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- 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
- 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
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- 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 Overview and Topics
- How to Move a System from One Site to Another
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- 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
- How to Remove Equipment from a System
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- 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
- 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
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- 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?
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- 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 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
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- Report Manager Overview and Topics
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- 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
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- 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)
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- SedonaSetup Overview and Topics
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
- Can a Technician Bypass the Resolution?
- Common Issue: Cannot Use Card Readers to Add New Card Payment from Service Ticket in Sedona-X
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- 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
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- 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
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- 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
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- 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
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- SedonaOffice & Stages Integration
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- 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
- Central Station Reference Guide
- Sedona QuoteWerks Integration Changes
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