SedonaOffice On-Line Help

SedonaOffice 101SedonaOffice HelpSedonaOffice 101SedonaOffice 101 OverviewApplication MenuApplication MenuFile OptionsEdit OptionsView OptionsSedonaOffice OptionsCustomer OptionsQuery OptionsTools OptionsWindow OptionsHelp OptionsFunction ButtonsFunction ButtonsNew DataOpen DataSave DataDelete DataPrint Sedona ScreenPrint PreviewPrintCut Copy PasteQuick SearchCustomer TreeRefresh DataShow/Hide Main TreeShow/Hide IconsDocument ImagingInner Office MessagingMap LocationSpell CheckJournalEmail SedonaOfficeSedonaOffice HelpSedonaSupport-Live AssistSedonaOffice WebsiteOnline DocumentationSQLMain Application Menu TreeMain Application Menu TreeClient Management MenuAccounts Receivable MenuGeneral Ledger MenuAccounts Payable MenuInventory MenuJob Management MenuPayroll MenuSales Management MenuService MenuGeneral DocumentsLock Table MaintenanceManagement SummaryReport ManagerSedonaSetupClient ManagementClient ManagementClient Management OverviewSedonaSetupUser Group SecurityCancellationsCancellations OverviewCancellations TopicsConcepts & TerminologySedonaSetupUser Group SecurityHow To Cancel a CustomerCompleting a CancellationManaging CancellationsRemoving a Customer from CancellationsCollectionsCollections OverviewSedonaSetupUser Group SecurityCollections TopicsCollections Concepts & TerminologyCollections WorkflowCollection Profile PlanningCollection Profile SetupBulk Collection Letters OverviewBulk Collection Letter SetupUnderstanding the Collection QueueRefreshing Collection QueuesWorking in a Collection QueueRemoving a Customer from CollectionsCustomer Explorer Collection InfoEntering Collection Notes from Customer ExplorerChanging a Customer Collection StatusCollection Queue Function ButtonsMail Merge Single Letters for Non-SedonaDocs CustomerMailMerge Single Letters for SedonaDocs CustomersMailMerge Bulk Letters for SedonaDocs CustomerCompany Rate ChangeCompany Rate Change OverviewRenewal Date MethodItem Codes MethodSedonaSetupUser Group SecurityCompany Rate Change TopicsRate Change-Renewal DatesRate Change-ItemsRate Change-Items Flat RateRate Change-Items Import ListReportsCustomer Query BuilderCQB OverviewCQB TopicsSedonaSetupUser Group SecurityUnderstanding the CQB DesignerCQB Function ButtonsDesigning a Report QueryFine Tuning CQB ReportsCustomer ExplorerCustomer Explorer OverviewCustomer Explorer TopicsCustomer Explorer FunctionsCustomer Structure FunctionsCustomer Tree Options&ActivitiesSite CopyNew CustomerNew Customer OverviewNew Customer TopicsFormatting NamesCreating a New CustomerCustomer InformationSite SetupSystem Setup InformationRMR SetupCustom FieldsSaving a New CustomerAdditional Customer/Site/System SetupAdditional Customer Data Entry OverviewCustomer ItemsSite ItemsCredit Card SetupACH SetupAdditional Bill To'sAdditional SitesAdditional SystemsBilling ContactsSite ContactsCentral Station TrackingSystem DetailsCall ListZonesSchedulesOpen Close ScheduleTest ScheduleInstructionsAccess Control CardsMonitoringNew Customer from QuoteWerksNew Customer from QuoteWerksEFT CustomersEFT Customers OverviewManage Chain AccountsChain AccountsMaster Account ManagementMaster Account ManagementMaster Account Mgmt P2Master Account Mgmt P3Master Account Structure DiagramSedonaSetupUser Group Security OptionsUser Group Security Options P2User Group Security Options P3Creating a New Master AccountCreating a New Master Account P2Creating a New Master Account P3Creating a New Master Account P4Master Account Customer ExplorerMaster Account Customer Explorer P2Master Account Customer Explorer P3Adding New SubaccountsRetrieving Master Account RecordsSet Up Master Account RMR RatesSet Up Master Account RMR Rates P2Master Account Rate ChangesMaster Account Rate Changes P2Master Account Rate Changes P3Master Account Rate Changes P4RMR ManagementRMR ManagementNew Recurring LineCancelling a Recurring LineIncreasing a Recurring LineDecreasing a Recurring LineDiscount Recurring LinesEditing a Recurring LineRecurring HistorySedonaDocsSedonaDocs OverviewSedonaDocs Implementation PlanGeneral DocumentsGeneral Documents Function ButtonsCustomer Explorer Documents OverviewJob DocumentsService Ticket DocumentsPart DocumentsVendor DocumentsProspect DocumentsInner Office MessagingInner Office Messaging OverviewInner Office Message QueueInner Office Message-EditInner Office Message-NewMailMergeMail Merge OverviewCustomer Mail Merge FieldsSite Mail Merge FieldsSystem Mail Merge FieldsCollection Queue Mail Merge FieldsCancellation Queue Mail Merge FieldsCQB Mail Merge FieldsCreating a Template LetterGenerate Letter-Customer Explorer-Customer LevelGenerate Letter-Customer Explorer-Site LevelGenerate Letter-Customer Explorer-System LevelGenerate Letter-Collection QueueGenerate Letter-Cancellation RecordGenerate Letter-CQBAccounts ReceivableAccounts ReceivableAccounts Receivable OverviewInvoicing OverviewSales TaxCredit MemosCredit Memo OverviewSedonaSetupUser Group SecurityCredit Memo Form DefinitionHow To Create a Credit MemoCredit Off & Create Credit From OverviewCredit Off InvoiceCreate Credit FromCredit Off a Partially Paid InvoiceApplying a Credit MemoApplying a Credit Memo-Other OptionsCredit RequestsCredit Requests OverviewSedonaSetupUser Group SecurityCredit Request PlanningCredit Request ProcessCredit Request SetupHow to Create a Credit RequestCreating a Credit Request with a Credit TemplateCreating a Credit Request for an InvoiceCredit Request for an Invoice-Invoice AnotherManaging Credit RequestsCycle InvoicingCycle Invoicing OverviewSedonaSetupUser Group SecurityCycle Non-Master Accounts-Generate CycleCycle Master AccountsCycle a Single CustomerEFT ProcessingEFT Processing OverviewSedonaSetupUser Group SecurityEFT SetupCredit Card SetupBank SetupCredit Card Payment-Single InvoiceCredit Card Payment-Unapplied CashBank Payment-Unapplied CashPayment-Misc GL AccountLive TransactionsProcessing Automatic PaymentsRejected TransactionsFinance ChargesFinance Charges OverviewSedonaSetupUser Group SecurityHow to Generate Finance ChargesInvoicingInvoicing OverviewSedonaSetupUser Group SecurityInvoice Form DefinitionsCreate a Misc Invoice-ARCreate a Misc Invoice-Customer ExplorerMake DepositMake DepositSedonaSetupUser Group SecurityMake a DepositView Deposited BatchesReversing a DepositPayment ProcessingPayment ProcessingSedonaSetupUser Group SecurityCreate a Regular Payment BatchPayment Batch-Correcting ErrorsCreate a Negative Payment BatchLockbox OverviewHow to Process a Lockbox FileHandling Invalid RecordsPrint InvoicesPrint InvoicesSedonaSetupUser Group SecurityHow to Print InvoicesStatementsStatements OverviewSedonaSetupUser Group SecurityStatement ProcessHow to Generate StatementsUnapplied Cash & CreditsUnapplied Cash & Credits OverviewSedona SetupUser Group SecurityUnapplied Cash & Credits TopicsTerminologyHow To Apply Unapplied Items-Accounts ReceivableHow To Apply Unapplied Items-Customer ExplorerCredit Off InvoicesCredit Off Invoices OverviewSedonaSetupUser Group SecurityHow to Credit Off InvoicesGeneral LedgerGeneral LedgerGeneral Ledger OverviewAccounting PeriodsAccounting PeriodsAccount RegisterAccount RegisterAccount Register Edit CategoryAccount Register-Delete Journal EntryAccount Register Filters & OptionsAccount Register Data ColumnsRegister Type DefinitionsChart of AccountsChart of AccountsAdd a New AccountEdit an AccountDelete an AccountInactivate an AccountClose Fiscal YearClose Fiscal YearDeferred IncomeDeferred Income OverviewDeferred Income ProcessGL Query BuilderGL Query Builder OverviewGLQB TopicsUnderstanding the GLQB Report DesignerGLQB Function ButtonsDesigning a Report QueryFine Tuning GLQB ReportsJournal EntryJournal Entry OverviewJournal Entry Form DefinedCreating a Manual Journal EntryCreating a Journal TemplateUsing a Journal TemplateDelete a Journal TemplateImporting a Journal Entry from ExcelDeleting a Journal EntryReconcile Bank AccountReconcile Bank AccountCorrecting PaymentsCorrecting DepositsRegister Number LookupRegister Number LookupRoyalties & CommissionsRoyalties & CommissionsRecurring Royalties OverviewJob Commissions OverviewRecurring Royalties Setup-EmployeeRecurring Royalties Setup-VendorList Recurring Royalties-EmployeeList Recurring Royalties-VendorList Job CommissionsAccounts PayableAccounts PayableAccounts Payable OverviewSedonaSetupUser Group SecurityVendorsVendors OverviewCreating a new VendorVendor ExplorerEditing Vendor InformationDeleting a VendorInactivating a VendorVendor SearchBillsBills OverviewEditing BillsDelete a BillRecurring ItemsCreditsVendor Credits OverviewCredit from Part ReturnManual Vendor CreditEdit CreditDelete CreditPay BillsPay Bills OverviewPay Bills Form DefinitionsPay Bills from Bank AccountPay Bills with Credit CardPrint ChecksPrint Checks OverviewPurchase OrdersPurchase Orders OverviewPrint Purchase OrdersPrint Purchase OrdersHow To Print Purchase OrdersRecurring ItemsRecurring ItemsSuggested PO ListSuggested POWrite ChecksWrite Checks OverviewInventoryInventoryInventory OverviewSedonaSetupUser Group SecurityInventory TopicsCosting MethodsIssues/ReturnsIssues/Returns OverviewManufacturerManufacturerPartsParts OverviewPart SetupPart Kit SetupEditing PartsMaterial Handler SecurityParts SearchParts ExplorerPhysical InventoryPhysical Inventory OverviewProduct LineProduct LineReceive PartsReceive PartsRepair OrderRepair OrderReceiving a Repair OrderReturn to VendorReturn to VendorTransfersTransfersWarehousesWarehousesWarehouse SetupWarehouse ExplorerJob ManagementJob ManagementJob ManagementCustomer SetupNew Job CreationJob Process FlowJob CostingJob Costing OverviewMaterial CostsLabor CostsOverheadCommissionsMiscellaneous ExpensesJob Management SetupJob Management Setup OverviewJob Costing Setup Tables/OptionsJM Setup ProcessingInstall CompanyJob TypeJob Type-Detail FormJob TasksOverride Job TasksCostingItemsAccountsCommission TypesApprovalsJob Expense TypeBranchInstallerWarehouseSalespersonProject ManagerPrevailing WageJob StatusLabor TasksJob Approval GroupsCommission TypesThe Job RecordThe Job RecordJob ToolbarJob ToolbarSales SummaryWork OrderJob SystemApprovalsTasksInstallsRecurringMaterialsJob CostingCommissionsCustom FieldsLabor ToolbarLabor ToolbarScheduleAppointmentsTime SheetsPayroll Timesheet EntriesCost Details ToolbarCost Details ToolbarCheckCommissionCreditIssue/ReturnJournal EntryReceipt/BillTimesheetJournals ToolbarJournals ToolbarGL JournalPart JournalTools ToolbarTools ToolbarLogNotesInvoicingIssue PartsJournal EntryPurchase OrdersDocumentsQuotes ToolbarQuotes ToolbarOpportunitiesQuoteWerksCreating a New JobCreating a New Job OverviewNew Job from a ProspectNew Job from a ProspectResolve OpportunityNew Customer SetupSite SetupWork Order EntryJob SystemCustomer Explorer-New SystemSystem SetupLoad System to JobInstallsRecurringMaterialsMaterials Add PartsJob ApprovalsTasksJob CostingCommissionsCustom FieldsNew Job from QuoteWerksNew Job from QuoteWerksQW-Job for a New CustomerQW Job-New CustomerQuoteWerks Order ConfirmationNew Customer SetupSite SetupCustom FieldsWork Order EntryJob SystemCustomer Explorer-New SystemSystem SetupLoad System to JobInstallsRecurringMaterialsMaterials Add PartsJob ApprovalsTasksJob CostingCommissionsCustom FieldsQW-Job for Existing Customer/Site/SystemQW Job-Existing Customer/Site/SystemQuoteWerks Order ConfirmationWork Order EntryJob SystemQW-Job for Existing Customer/Site New SystemQW Job-Existing Customer/Site New SystemQuoteWerks Order ConfirmationWork Order EntryQW Job for Existing Customer/New Site & SystemQW Job-Existing Customer/New Site & SystemQuoteWerks Order ConfirmationNew Job Manually CreatedNew Job Manually CreatedCustomer Explorer-New JobWork Order EntryJob SystemInstallsRecurringMaterialsJob ApprovalsJob CostingCommissionsCustom FieldsJob Processing ToolsJob Processing ToolsJob ApprovalsJob ApprovalsPurchase OrdersJob Purchasing OverviewOrder Parts from a JobOrder Parts from A/POrdering Expense ItemsReceiving Purchase OrdersReceiving a PO-PartsReceiving a PO-Direct ExpenseIssue / Return PartsIssue / Return PartsIssue PartsReturn PartsTake out of HoldingSchedulingSchedulingJob ScheduleDelete a ScheduleAppointment SummaryDeleting a Job AppointmentRescheduling a Job ScheduleRescheduling a Job AppointmentJob TimesheetsJob TimesheetsBulk TimesheetsManual Job TimesheetsDispatch TimesheetsLive Dispatch-Appointment SummaryManual Dispatch-Appointment SummaryLive Dispatch from JobManual Dispatch from JobPayroll Timesheets DefinedPayroll TimesheetsJob NotesJob NotesDocumentsJob DocumentsAdd an Existing DocumentScan a New DocumentJob QueueThe Job QueueThe Job Queue-Grid AreaThe Job Queue-Lower Function ButtonsThe Job Queue-Upper Function ButtonsScheduleJob ScheduleJob Schedule Board DefinedScheduling a JobAppointment SummaryAppointment SummarySales Period CloseSales Period CloseTimesheetsTimesheetsJob InvoicingJob Invoicing OverviewJob Invoice DefinitionsInvoice Entire JobProgress InvoicePercentage Invoicing OverviewPercentage InvoiceHold Back Invoicing OverviewHold Back InvoicingChange OrdersChange Orders OverviewChange OrderManual Reversal Change OrderSales ReversalSales Reversal OverviewClosing a JobClosing a JobReopening a JobReopening a JobPayrollPayrollPayroll OverviewImportImport Payroll Data-PensoftPensoft SetupCreate Pensoft Export FileImport Pensoft FileImport Ceridian/ADP FileTimesheetsPayroll Timesheets OverviewSetupCreating a Timesheet BatchEntering Employee TimesheetsExporting Timesheet BatchPosting a Timesheet BatchPayroll Timesheets DefinedViewing Posted Timesheet BatchesTimesheet Employee RecordsTimesheet Employee RecordsTimesheet Employee RegisterTimesheet Employee RegisterSales ManagementSales ManagementSales Management OverviewSedonaSetupUser Group SecurityProspect & Opportunity Flow ChartProspect Flow Chart w/QWProspectsProspects OverviewProspect Form DefinitionsQualifications Form DefinitionsContacts Form DefinitionsNote Log Form DefinitionsDocuments Form DefinitionsCreate a New ProspectQualifications Data EntryContacts Data EntryProspect Queue DefinitionsSend a Prospect to QWOpportunitiesOpportunities OverviewOpportunities Form DefinitionsCreate a New OpportunityResolve Opportunity-SoldResolve Opportunity-Lost SaleOpportunity Queue DefinitionsServiceServiceService OverviewService TopicsSedonaSetupUser Group SecurityService Flow ChartService Ticket OverviewHow Service Ticket Charges are DeterminedService Job Costing SetupCreating & Processing a Service TicketVendor Service Tickets OverviewCreate Vendor Service TicketsService Ticket QueueAppointment SummaryTechnician AbsencesInspectionsInspections OverviewInspection TopicsInspection SetupGenerating Inspection TicketsInspection Ticket DefinitionsVendor Inspection Ticket DefinitionsProcessing Inspection TicketsInspection Ticket QueuesReport ManagerReport ManagerReport Manager OverviewAccounts Payable ReportsAccounts Payable ReportsA/P Aging SummaryAP 1099AP Bill Payment AuditAP Retroactive AgingBill AgingCheck RegisterOpen ReceiptsPrint 1099Purchase Order ListPurchase OrdersRemittancesVendor Open ItemsVendor SummaryAccounts Receivable ReportsAccounts Receivable ReportsACH BatchAdvance Deposit ListingCash ReceiptsCash Based RevenueCredit Memo ListingCheck Deposit SummaryDeposit ListingOpen CreditsPayments ReceivedUnapplied Cash Listing (Applied)Invoice RegisterOpen InvoicesSales by SalespersonSales ReportAR Retroactive AgingBranch Current AgingCurrent AgingGeneral Ledger ReportsGeneral Ledger ReportsAccount Trial BalanceBalance SheetComparison Balance SheetTrial BalanceComparison Income StatementIncome by CategoryIncome StatementYear to date Income StatementCash Based Taxable/Non-Taxable SalesTax AgencyTaxable / Non-Taxable SalesTaxable / Non-Taxable Sales(by tax group)Deferred IncomeDeferred Income AuditDeferred Income CreationDeferred Income DistributionDeferred Revenue Summary Audit*Accounting RatiosAR AuditAR Audit by BranchCash AnalysisGL JournalGL Register EntriesRecurring RoyaltiesClient Management ReportsClient Mangement ReportsRecurring AnalysisRMR at RiskRMR CancellationRMR Cancellation AmountsRMR Cancellations DetailRMR Cancellations SummaryRMR Changes Detail Report*RMR Customer DetailRMR Customer ListRMR DistributionRMR IncreaseRMR Increase AmountsRMR Increase SummaryRMR Increases DetailRMR Prelist*RMR Reason Code Summary*RMR ReconcileRMR TrackingSummary of RMR ChangesSummary of RMR in Force-User ColumnsMaster Account RMR Roll-Forward Report*Master Account RMR Summary Listing*Master Account Subscriber RMR Changes*Master Account Snapshot*Blanket PO ExpirationCentral Station ReconciliationContract ExpirationCustomer CancellationsCustomer ListCustomer NotesCycle PO ExpirationEFT Customer ListingGeographic SalesMonitored ByRate IncreaseWarranty ExpirationJob Management ReportsJob Management ReportsCommission Due - 50/50*Commission Due*Commission ReportCustom Job LabelEstimated vs Actual by SalespersonJob CommissionsJob Cost Summary (JC02)*Job Cost Summary (JC03)*Job Cost Summary (Transactions)*Job Cost Summary*Job ListingJob Open BillingJob Profit/LossJob UtilizationJobs SoldInventory ReportsInventory ReportsInventory Stock StatusInventory Stock SummaryParts ListReceipt of GoodsScan Code SheetStock LabelsStock UsedTransfer ReportService ReportsService ReportsDaily Service Snapshot*Inspection ListingService Ticket ListTaxable Service with Materials*Technician Performance*Technician ScheduleSales Management ReportsSales Management ReportsProspect NotesList ReportsList ReportsAccounts Payable List ReportsShipping MethodsVendor TypesAccounts Receivable List ReportsBanksInvoice DescriptionsInvoice ItemsPayment MethodsTax GroupsTax TablesTermsCentral Station Tracking List ReportsAlarm ServicesSignal TypeTransmission FormatUL GradeClient Management List ReportsCancel ProfilesCancellation TasksCollection StatusRMR ReasonsSystem TypesType of CustomerUser Defined Tables 1,2,3 (Customer)General Ledger List ReportsCategoriesGL AccountsInventory List ReportsProduct LineWarehousesJob Management List ReportsCommission TypeContract FromsInstall CompaniesJob StatusJob TaskLabor TaskPrevailing WageOperations List ReportsAlarm CompaniesSales Management List ReportsCompetitorsEvent TypesLead SourcesQuote TypeSales DepartmentsSales ResolutionsSales StatusSales User Defined 1,2,3,4Service List ReportsHolidaysPanel TypesProblem CodesService CompaniesService LevelsService ResolutionService TechniciansWarrantiesSedonaSetupSedonaSetupSedonaSetup OverviewSedonaSetup ViewsSedonaSetup Dependency ViewSedonaSetup TipsSedona ModulesCompany EditGeneral Ledger SetupGeneral Ledger Setup TablesCreate Accounting PeriodsOpen Current Accounting PeriodDefine GL Segments and LengthChart of AccountsCategoriesBranchesAccounts Payable SetupAccounts Payable Setup TablesVendor TypesTerms (AP)Setup Processing (AP)Shipping MethodsGL Account Defaults (AP)Custom Field Setup (Vendor)Custom Field Table 1,2,3 (Vendor)VendorsAccounts Receivable SetupAccounts Receivable Setup TablesSetup Processing ARLate Fee RulesAging BucketsStatement RulesEFT SetupCheck 21 SetupAlternate Company AddressItem TypeInvoice ItemsInvoice DescriptionsCredit ReasonTerms (AR)Tax AgencyTax TablesTax GroupsBanksGL Account Defaults (AR)Client Management SetupClient Management Setup TablesCustomer GroupsType of CustomerCustom Field Setup (Customer)Custom Field Table 1,2,3 (Customer)Custom Field Setup (Site)Custom Field Table 1,2,3 (Site)Custom Field Setup (System)Custom Field Table 1,2,3 (System)Data Entry DefaultsCancellation TasksCancellation ProfilesChain AccountsCollection StatusesPayment MethodsRMR ReasonsOperations SetupOperations Setup TablesUser GroupsUsersEmployeesDepartmentsAlarm CompaniesPrinter SetupDocument TypeNote TypeGeographic TablesService SetupService Setup TablesHolidaysPanel TypesProblem CodesResolution CodesService CompaniesDefault Labor Rates (Service)Service LevelsTechniciansWarranty TypesSetup Defaults (Service)Scheduling and AppointmentsService Ticket MessageCustom Field Setup (Service)Custom Field Table 1,2,3 (Service)RoutesSystem TypesInventory SetupInventory Setup TablesDefault VendorProduct LineManufacturerInventory SetupWarehousesMaterial HandlersCustom Field Setup (Part)Custom Field Table 1,2,3 (Part)Job Management SetupJob Management Setup TablesContract FormsCommission TypesCustom Field Setup (Job)Custom Field Table 1,2,3,4 (Job)Job Expense TypesJob StatusJob TasksJob Approval GroupJob TypesJob Type Details FormJob Type Job Tasks FormJob Type Override Job Tasks FormJob Type Costing FormJob Type Items FormJob Type Accounts FormJob Type Commission Types FormJob Type Approvals FormLabor TasksPrevailing WagesSetup Processing JMInstall CompaniesInstallersCentral Station Tracking SetupCentral Station Tracking Setup TablesAlarm ServicesAuthoritiesSignal TypesTransmission FormatUL GradeCentral Station Tracking DefaultsSales Management SetupSales Management Setup TablesCompetitorsEvent TypesLead SourcesQuote TypesSales Resolution CodesSales DepartmentsSales Department MaintenanceSales ManagersSales ItemsSales StatusUser Defined Setup (Prospect)User Defined Tables 1,2,3,4 (Prospect)Payroll SetupPayroll Setup TablesPayroll SetupEarnings Type