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SedonaWeb 2.0: Customer View Micro-lesson

Created On: 05/20/2025 in SedonaWeb 2.0/Sedona API

Here is a micro-lesson that can be shared with customer users to help them make the most of their view on SedonaWeb 2.0. To share: Click on the full-screen link below Copy the URL Send it to the customer user. Click here...
SedonaWeb 2.0: Preferences for the Customer Portal

Created On: 05/20/2025 in SedonaWeb 2.0/Sedona API eLearning

Here is a lesson about the preferences in the Sedona API that affect the Customer Portal's appearance. Click here to view in full screen ...
SedonaOffice 6.2.0.20 (August 2025)

Created On: 05/02/2025 in Release Notes Release Notes - SedonaOffice 6.2 SedonaOffice - Release Notes - 6.2.0.2X
SedonaWeb/SedonaAPI 2.0 v1.50.1 hotfix (May 2025)

Created On: 05/01/2025 in Release Notes Release Notes - SedonaWeb 2.0/SedonaAPI
Transferring a Customer Credit Memo

Created On: 04/04/2025 in SedonaOffice Accounts Receivable Credit Memos

Setup There are three setup tables required to use this process; Chart of Accounts, Invoice Items, and Invoice Descriptions. Chart of Accounts Setup a new G/L Account with the account type of OCL. You may use the same description ...
Creating New Recurring

Created On: 04/04/2025 in SedonaOffice Client Management Customer Explorer
User Group Security Setup

Created On: 04/04/2025 in SedonaSchedule (Service/Inspections) Inspections

To be able to setup a new Inspection record or edit an existing Inspection record, the User must be granted permission within the User Group to which they are linked. The permission is located on the Application Access tab within the CM permission ...
Consolidated Customer Refund Check

Created On: 04/04/2025 in SedonaOffice Accounts Receivable
Pay Bill with a Credit Card

Created On: 04/04/2025 in SedonaOffice Accounts Payable Pay Bills
SedonaOffice eForms Guide

Created On: 04/04/2025 in SedonaOffice eForms