Managely Knowledge Base
Table of Contents
Table of Contents
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Home
Glossary
New to Managely or Need a Refresher? Start Here!
Managely: Start Here
About Managely
Managely eLearning - Managely: Getting Started
Your Managely Guide: Start Here
Application Navigation
Application Navigation
Managely Application Flowcharts
Managely eLearning - Managely: New Navigation Menu
Company / Customer Structure
Company and Customer Structure
Managely eLearning - Managely: Customer User
Company / G/L Structure
Company and G/L Structure
Grid Options
Grid Options
How to Login
How to Login
Viewing Your Password as You Login
Integrations with Managely
Business Management Hosting Security and Redundancy
Submitting a case on the Customer Portal
Managely Essentials - Staging Doc
Managely Pro - Staging Doc
Release Notes
Managely - Release Notes - 5.3.X
Managely - 5.3.40.17 (August 2024)
Managely - 5.3.40.16 (August 2024)
Managely - 5.3.40.14 (August 2024)
Managely - 5.3.40.13 (August 2024)
Managely - 5.3.40.11 (August 2024)
Managely - 5.3.40.10 (July 2024)
Managely - 5.3.40.9 (July 2024)
Managely - 5.3.40 (July 2024)
Managely - 5.3.39.11 (June 2024)
Managely - 5.3.39.10 (June 2024)
Managely - 5.3.39.8 (June 2024)
Managely - 5.3.39.7 (June 2024)
Managely - 5.3.39.6 (June 2024)
Managely - 5.3.39 (June 2024)
Managely 5.3.38.6 (May 2024)
Managely 5.3.38.4 (May 2024)
Managely 5.3.38 (May 2024)
Managely 5.3.37 (April 2024)
Managely 5.3.36 (March 2024)
Managely 5.3.35.25 (March 2024)
Managely 5.3.35.24 (March 2024)
Managely 5.3.35.23 (March 2024)
Managely 5.3.35 (March 2024)
Managely 5.3.34 (February 2024)
Managely 5.3.33.5 (January 2024)
Managely 5.3.33.4 (January 2024)
Managely 5.3.33 (January 2024)
Managely 5.3.3 (September 2022)
Managely 5.3.32 (January 2024)
Managely 5.3.31 (December 2023)
Managely 5.3.30.7 (November 2023)
Managely 5.3.30 (November 2023)
Managely 5.3.29.12 (October 2023)
Managely 5.3.29 (October 2023)
Managely 5.3.28.12 (October 2023)
Managely 5.3.28 (September 2023)
Managely 5.3.27 (September 2023)
Managely 5.3.26 (August 2023)
Managely 5.3.25 (July 2023)
Managely 5.3.24 (July 2023)
Managely 5.3.23 (June 2023)
Managely 5.3.22 (June 2023)
Managely 5.3.21.4 (May 2023)
Managely 5.3.21 (May 2023)
Managely 5.3.20 (May 2023)
Managely 5.3.19.9 (May 2023)
Managely 5.3.19 (May 2023)
Managely 5.3.18 (April 2023)
Managely 5.3.17 (April 2023)
Managely 5.3.16 (April 2023)
Managely 5.3.15 (March 2023)
Managely 5.3.14 (February 2023)
Managely 5.3.13 (February 2023)
Managely 5.3.12 (January 2023)
Managely 5.3.11 (January 2023)
Managely 5.3.10 (December 2022)
Managely 5.3.9 (December 2022)
Managely 5.3.8 (November 2022)
Managely 5.3.7 (October 2022)
Managely 5.3.6 (October 2022)
Managely 5.3.0 (July 2022)
Release Notes - Sedona-X Mobile
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)
How We Evaluate a Feature Request
Managely eLearning Courses
User Courses
Managely eLearning Micro-Lesson - Managely: New Navigation Menu
Managely eLearning - Managely: Getting Started
Managely eLearning - Managely: Accounts Receivable - Customer Setup and Proposals
Managely eLearning - Managely: Accounts Receivable - Using Work Orders and Invoices
Managely eLearning - Managely: Accounts Receivable - Unapplied Payments, RMR, and Bank Deposits
Managely eLearning - Managely: Accounts Payable - Vendor Management and Payment
Managely eLearning - Managely: Inventory Module
Managely eLearning - Managely: eForms Module
Updated
Managely eLearning - Managely: GL
Managely eLearning - Managely: Customer User
Managely eLearning - Managely: Sedona-X Mobile App User Guide
Managely eLearning Micro-Lesson - Managely: Tasks
Managely eLearning Micro-Lesson - Managely: Work Order Tasks
Setup Courses
Managely eLearning - Managely: Setup Overview
Managely eLearning - Managely: Setup - Company Information
Managely eLearning - Managely: Setup - Accounting
Managely eLearning - Managely: Setup - Operations
Managely eLearning - Managely: Setup - Items & Parts
Managely eLearning - Managely: Setup - Uploaders
Managely eLearning - Managely: Setup - Tasks and Proposals
Managely eLearning - Managely: Setup - Other
Managely eLearning - Managely: eForms Module
Updated
Managely eLearning - Managely: Setup - Sedona-X Mobile
Managely eLearning Micro-Lesson - Managely: Using Alarm Monitoring Integration
Sedona-X Mobile App
Managely eLearning - Managely: Setup - Sedona-X Mobile
Managely eLearning - Managely: Sedona-X Mobile App User Guide
Micro-Learnings for your Customers
Managely eLearning Micro-Lesson - Managely: Customer User Registration
Managely eLearning Micro-Lesson - Managely: Customer View
Managely eLearning Micro-Lesson - Managely: How to Reset your Forgotten Password?
How To Videos
Managely - How To: Create a Proposal (2:26)
Managely - How To: Send eForm from Customer Account (1:12)
Managely - How To: Convert Proposal to Work Order (1:49)
Accounts Receivable
Accounts Receivable
Invoices and Credits
Credits
Add a Credit
Apply a Credit
Edit a Credit
Unapply a Credit
Invoices
Invoices Overview
Add a Manual Invoice
Edit an Invoice
Print an Invoice
How to Check the History of an Invoice
Delete Option Missing on Invoice
Unable to Delete Invoice - Workaround
Print Statements to the Same Address as Invoices
How to Print Automatically Generated Invoices
Invoice and Credit List Definitions
Invoices and Credits Overview
Payments
Credit Cards and eChecks
Add a Credit Card/eCheck Transaction
About Credit Cards and eChecks
About EFT Automation
Credit Card & eCheck Transactions
Edit a Credit Card/eCheck Transaction
Add a Payment Batch
Deposits
Late Fees
Payments Overview
Refunded Payments
Unapplied Payments
Unapply a Payment
How to Check Payment History in Managely
Can't Edit Late Fee Work Around
Permission to Remove Late Fees in Managely
Paper Check Refunds in Managely
Viewing Voided Payments
Viewing All Refunded Payments
RMR (Recurring Invoices)
Automated Recurring Invoices
Manual Recurring Invoices
How to Check RMR History in Managely
RMR Roll-Up Item in Managely
How to Manually Generate RMR Invoices (Managely)
Statements
Automated Statements
Manual Statements
Print Statements
Statements Overview
Accounts Receivable Overview
Accounts Receivable Ready to Bill status ensures Appointment Completion
Print Invoices and Credits
How to Check Customer Account History in Managely
How to Make a Customer Tax Exempt in Managely
Creating a List in Excel of all Customers and Their Emails
How to Find Terminated Customers
Error processing EFT transaction with Forte
Collections (Pro)
Collections
Sequenced Collection Queues
Customer Collections Tab
Collections Activities
Collections Statements
Accounts Receivable Flowchart
Adding/Editing a Panel Type
Managely eLearning - Managely: Accounts Receivable - Customer Setup and Proposals
Managely eLearning - Managely: Accounts Receivable - Using Work Orders and Invoices
Managely eLearning - Managely: Accounts Receivable - Unapplied Payments, RMR, and Bank Deposits
Managely Defect Work Around - Ungrouped Displays on Proposal
Accounts Payable
Bills and Credits
Bills
Add a Manual Bill from a Vendor Record
Add a Manual Bill from the Bills List
Convert a Receipt to a Bill
Delete a Bill
Edit a Bill
Credits
Add a Credit
Delete a Credit
Edit a Credit
Bills/Credits/Receipts List
Payments
Add a Payment
About Vendor Checks and Vendor Payments
Add a Vendor Check
Add a Vendor Payment
Payments List
Print Checks
Print Checks
Print Checks Queue
Purchase Orders
Receive / Resolve a Purchase Order
Add a Purchase Order Receipt
Receive and Resolve a Purchase Order Overview
Resolve a Purchase Order
Add a Purchase Order
Copy a Purchase Order
Delete a Purchase Order
Edit a Purchase Order
Email or Print a Purchase Order
Purchase Order Definitions
Purchase Orders List
Recurring Bills (Enterprise)
Enterprise - Add Recurring Bills
Enterprise - Process Recurring Bills
Enterprise - Recurring Bills
Vendors
Add a Vendor
Add Vendor Documents
Add Vendor Notes
Delete /Reactivate Vendor Documents
Delete Vendor Notes
Edit a Vendor
Edit Vendor Documents
Edit Vendor Notes
Vendors List
Vendor Record Definitions
Accounts Payable Overview
Accounts Payable Flowchart
Check Printing Forms
Managely eLearning - Managely: Accounts Payable - Vendor Management and Payment
Calendar
Calendar
Add an Appointment for a Work Order
Add a Miscellaneous Appointment
Calendar Definitions and Navigation
Delete an Appointment
Dispatch an Appointment from the Calendar
Edit an Appointment
Managely eLearning - Managely: Accounts Receivable - Using Work Orders and Invoices
Customer Management
Customer Management
Customer Management Overview
Custom Fields Overview
Documents Overview
Notes Overview
Work Order Custom Fields Overview
Customers
Customer Record Definitions and Tabs
The Customer Record Overview
CC/eCheck Tab
Contacts Tab
Credits Tab
Custom Fields Tab
Documents Tab
Invoices Tab
Notes Tab
Payments Tab
Proposals Tab
RMR Tab
Sites/Systems Tab
Work Orders Tab
Customer
Add a Customer
Customer Additional Data Entry
Customer Custom Fields
Customer List
Edit a Customer
RMR Custom Fields
Terminate a Customer
Types Of Customers
Customer Contacts
Add a Customer Contact
Edit a Customer Contact
Delete a Customer Contact
Customer Documents
Add Customer Documents
Delete Customer Documents
Download Customer Documents
Edit Customer Documents
Replace Customer Documents
Customer Notes
Add Customer Notes
Delete Customer Notes
Edit Customer Notes
Customer Work Orders
Add a Work Order Document
Delete a Work Order Document
Download a Work Order Document
Replace a Work Order Document
Add a Work Order Note
Delete a Work Order Note
Edit a Work Order Note
Work Order Custom Fields
Sites
Site
Add a Site
Add Site Item Defaults
Edit a Site
Inactivate a Site
Site Custom Fields
Site Record Definitions
Sites List
Site Contacts
Add a Site Contact
Delete a Site Contact
Edit a Site Contact
Site Documents
Add Site Documents
Delete Site Documents
Download Site Documents
Edit Site Documents
Replace Site Documents
Site Notes
Add Site Notes
Delete Site Notes
Edit Site Notes
Site RMR
Add Site RMR
Cancel Site RMR
Delete Site RMR
Edit Site RMR
Remove Site RMR Cancellation
RMR Custom Fields
Systems
System
Add a System
Edit a System
Inactivate a System
System Custom Fields
Systems List
The System Record
System Call List
Add System Call List
Edit System Call List
System Documents
Add System Documents
Delete System Documents
Download System Documents
Edit System Documents
Replace System Documents
System Parts
Add System Parts
Delete System Call List Contact
Delete System Parts
Edit System Parts
System RMR
Add RMR Custom Fields
Add System RMR
Cancel System RMR
Delete System RMR
Edit System RMR
Remove System RMR Cancellation
System Notes
Add System Notes
Delete System Notes
Edit System Notes
System Zones
Add System Zones
Delete System Zones
Edit System Zones
New Customer Setup Diagram
Managely eLearning - Managely: Accounts Receivable - Customer Setup and Proposals
Managely eLearning - Managely: Customer User
Managely eLearning Micro-Lesson - Managely: Using Alarm Monitoring Integration
General Ledger
Bank Accounts
Add a Bank Account
Branches
Branch Management (Pro)
Add a Branch
Delete a Branch
Edit a Branch
Chart of Accounts
Chart of Accounts Overview
Chart of Accounts List
Add a GL Account
Delete a GL Account
Edit a GL Account
Credit Cards
Credit Card Reconciliation (Pro)
Credit Card Setup (Pro)
Credit Card Types
General Ledger Overview
Add a General Journal Entry
Delete a General Journal Entry
Edit a General Journal Entry
General Journal Entry Overview
G/L Ledger
G/L Register
Manual Journal Entry Import
Inventory
Issues & Returns
Issues and Returns (Pro)
Returning Parts to Stock (Pro)
How to enter a miscellaneous issue or return (Pro)
Parts
Parts
Parts Overview
Add a Part
Delete a Part
Edit a Part
Manufacturer Setup
Part Transfer Page Definitions
Parts List Definitions
Transfer a Part
Type Setup
Parts Kit
Add a Part Kit
Delete a Part Kit
Delete Parts Within a Part Kit
Edit a Part Kit
Edit Parts Within a Part Kit
Parts Ledger
Part Ledger Definitions
RMA
RMA Return Merchandise Authorization
Repair Orders
RMA Parts Return
Packing Slip
Credit Generation from No Parts Return
Warehouses
Physical Inventory
Physical Inventory Overview
Abandon Physical Inventory
Add a Physical Inventory
Enter Part Counts and Complete the Physical Inventory
Inventory Adjustment
Warehouses
Warehouses Overview
Warehouse List Definitions
Warehouse Record Definitions
Add a Warehouse
Delete a Warehouse
Edit a Warehouse
Reactivate a Warehouse
Inventory Flowchart
Managely eLearning - Managely: Inventory Module
eForms
Managely eLearning -Managely: eForms Module
Updated
System Level eForms in Managely
How to Check the History of an eForm
Sending Customer Level eForms
Site Level eForms
eForms: Forms
eForms: Templates
eForms: Preferences
Sending Template from the eForms section
Sending eForms from the Customer Account
eForms: Sending to multiple contacts
How a Customer Signs an eForm Digitally
How to Design a Template
Login Help
FAQ
Managely: Customer User Registration
Need Additional Help?
Proposals
Proposals Overview
Add a Proposal using a Sales Package
Charge First RMR Cycle - Proposals
Proposals Part Kits (Enterprise)
Managely eLearning - Managely: Accounts Receivable - Customer Setup and Proposals
How to Check Proposal History in Managely
Reports
Accounting
Balance Sheet Report
GL Posting Report
Profit and Loss Report
Sales Tax Report
Trial Balance Report
Work Order Revenue Report
Working Trial Balance Report
Accounts Payable
AP Aging Report
Accounts Receivable
AR Aging Report
Credit Reasons Report
Customer Statements
Detailed Deposits Report
Funded Transactions Report
Invoice/Credit Register Report
Customer
Current RMR Listing Report
Customer Auto Pay Report
Expired Credit Card Report
Mail/Email Summary
RMR 12 Month Roll-Forward Report
RMR Audit Tracking Report
RMR Cancellation Report
RMR Distribution Report
RMR In Force Report
Tech Time Report
Sales
Cash Based Sales Report
Cash Based Sales Tax Report
Customer Sales Report
Detailed Sales Report
Power BI Inaccurate or Blank
RMR
RMR
RMR Rate Change
Create a Rate Change by Amount
Create a Rate Change by Percentage
Recurring Royalties and Commissions
RMR List
RMR Generation
Managely eLearning - Managely: Accounts Receivable - Unapplied Payments, RMR, and Bank Deposits
Setup
Accounting
Categories
Add a Category
Delete a Category
Edit a Category
Sales Tax
Sales Tax Overview
Delete a Sales Tax Record
Edit a Sales Tax Record
Sales Tax Rate Change
Sales Tax Setup
Tax Agencies as Vendors (Pro)
Terms
Add a Term Code
Delete a Term Code
Edit a Term Code
Aging Buckets
Statement Rules
Managely eLearning - Managely: Setup - Accounting
Collections
Automation with Auto Sequence Collection Queues
Collection Activities
Collections Status
Collections Queue
Company
Employees
Commissions
Employee Commissions (Pro)
Add an Employee
Delete an Employee
Edit an Employee
Employees List
Users
User Manager
Users List
Add a User
Edit a User
Access Level in User Manager
Accounting Periods (Pro)
Company Info
Managely Dashboards
Preferences
System Defaults
Theme Editor
Managely eLearning - Managely: Setup - Company Information
Managely eLearning - Managely: Setup - Sedona-X Mobile
Exports
Credit Card Tokens
Data Backup
eCheck Tokens
QuickBooks
Items & Parts
Invoice Items
Add an Invoice Item
Delete an Invoice Item
Edit an Invoice Item
Vendor Purchase Items
Vendor Purchase Items Overview
Add a Vendor Purchase Item
Delete a Vendor Purchase Item
Edit a Vendor Purchase Item
Parts
Parts Overview
Add a Part
Delete a Part
Edit a Part
Order Parts by Phases
Part Kits
Part Kits Overview
Add a Part Kit
Delete a Part Kit
Edit a Part Kit
Delete Parts within a Part Kit
Edit Parts Within a Part Kit
Part Pricing Levels
Types
Types Overview
Add an Item Type
Delete an Item Sub-Type
Edit an Item Type
Edit an Item Sub-Type
Linking a Type to an Invoice Item
Items Overview
Manufacturer
Managely eLearning: Setup - Items & Parts
Operations
Contract Types
Contract Types Overview
Add a Contract Type
Credit Approval Rules (Enterprise)
Credit Approval
Credit Approval Queue
Credit Approval Setup
Custom Fields
Custom Fields Overview
Add a Custom Field
Delete a Custom Field
Edit a Custom Field
Display Groups
Adding an Employee(s) to a Display Group
Display Groups - Adding
Editing & Deleting a Display Group
Expense Types
Expense Types
Service Levels
Service Levels Overview
Add a Service Level
Changing Billing Increment
Changing Hourly Labor Rate
Delete a Service Level
Edit a Service Level
Tags
Tags Overview
Add a Tag
Delete a Tag
Edit a Tag
Warranty Types
Warranty Types Overview
Add a Warranty Type
Delete a Warranty Type
Edit a Warranty Type
Work Order Status
Work Order Status Overview
Add a Work Order Status
Delete a Work Order Status
Edit a Work Order Status
Work Order Tasks
Work Order Tasks
Work Order Types
Work Order Types Overview
Add a Work Order Type
Delete a Work Order Type
Edit a Work Order Type
Work Order Types using Hold Back (Enterprise)
Managely eLearning - Managely: Setup - Operations
Other Setup
Authorities
Authorities Overview
Add an Authority
Delete an Authority
Edit an Authority
Central Stations
Central Stations Overview
Add a Central Station
Central Station Integrations
Delete a Central Station
Edit a Central Station
Credit Reasons
Credit Reasons Overview
Add a Credit Reason
Delete a Credit Reason
Edit a Credit Reason
Customer Types
Customer Types Overview
Add a Customer Type
Delete a Customer Type
Edit a Customer Type
Document Types
Document Types Overview
Add a Document Type
Delete a Document Type
Edit a Document Type
Recurring Reasons
Recurring Reasons Overview
Add a Recurring Reason
Delete a Recurring Reason
Edit a Recurring Reason
RMR Groups
RMR Groups Overview
Add an RMR Group
Delete an RMR Group
Edit an RMR Group
Signal Types
Signal Types Overview
Add a Signal Type
Delete a Signal Type
Edit a Signal Type
System Types
System Types Overview
Add a System Type
Delete a System Type
Edit a System Type
Templates
Template Types
Managely eLearning - Managely: Setup - Other
Preferences
How to Prevent Work Orders from Being Created Through the Customer Portal (Managely)
How to Make Work Orders Visible in the Customer Portal
Permissions for Manually Creating Customer Portal Users
What Customers can see in the Customer Portal
Managely Customer Portal Setup and Login
Proposals
Approval Rules
Marketing Sources
Marketing Sources Overview
Add a Marketing Source
Delete a Marketing Source
Edit a Marketing Source
Packages
Packages Overview
Add a Package
Edit a Package
Proposal Status
Proposal Status Overview
Add a Proposal Status
Delete a Proposal Status
Edit a Proposal Status
Proposal Types
Proposal Type Overview
Add a Proposal Type
Delete a Proposal Type
Edit a Proposal Type
Managely eLearning - Managely: Setup - Tasks and Proposals
Tasks
Managely eLearning - Managely: Setup - Tasks and Proposals
Uploaders
Company Archive Uploader
Customer Batch Uploader
GL Accounts Uploader
Invoice / Credit Uploader
Parts Uploader
Managely eLearning - Managely: Setup - Uploaders
Utilities
Automation
eCheck/Credit Card
How to Delete a Lock in Managely
Setup Overview
Setup Requirements
Managely eLearning - Managely: Setup Overview
Permission to Check which Users are Online
How to Check if a User is Currently Logged into Managely
Work Orders
Work Orders
Add a Work Order
Work Orders
Add a Work Order
Add Documents to a Work Order
Add Items to a Work Order
Add Notes to a Work Order
Add Parts to a Work Order
Add RMR to a Work Order
Edit a Work Order
Update Work Order Custom Fields
Void a Work Order
Work Order Documents
Delete Work Order Documents
Download Work Order Documents
Edit Work Order Documents
Replace Work Order Documents
Work Order Notes
Delete a Work Order Note
Edit a Work Order Note
Recurring Work Orders
About Recurring Work Orders
Generate Recurring Work Orders
Recurring Work Order Setup
Work Order Appointments
Add a Work Order Appointment
Delete a Work Order Appointment
Dispatch a Work Order Appointment
Edit a Work Order Appointment
Work Orders Overview
Work Order Record Definitions
Work Order List
About Completing a Work Order
Charge First RMR Cycle - Work Order
Edit a Work Order
Invoicing from a Work Order
Invoicing from the Ready to Bill List
Void a Work Order
Work Order Billing - Credit Progress Invoices (Pro)
Work Orders Flowchart
Managely eLearning - Managely: Accounts Receivable - Using Work Orders and Invoices
How to Check Work Order History in Managely
How to Manually Issue Parts to a Work Order
Submitting a case on the Customer Portal
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Articles
Managely eLearning - Managely: Setup - Sedona-X Mobile
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Managely eLearning - Managely: Sedona-X Mobile App User Guide
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