Articles
SedonaSetup Overview and Topics
SedonaSetup is an application within SedonaOffice which assists your company in setting up your system prior to enabling the SedonaOffice software application. The manner in which the software operates is mainly dependent on the values you input o...
How to Add New Tasks to Cancellation Profile
Issue:
Customer is looking to add new tasks to the cancellation profiles as a reminder to perform certain actions when going through the cancellation process.
Resolution:
To add a task in the cancellation process:
Go to Se...
Credit Card Types in SedonaOffice
A company has the option to authorize certain Credit Cards from being used for payment processing. Those credit card types must be set up in the following location for the payments to go through and get authorized.
Sedona Setup > EFT Credit Car...
How to Prevent Duplicate System Account Numbers
SedonaSetup – AR Setup Processing
In the AR Setup Processing under the Numbering Section there is an option – Require Unique System Account Company Wide.
When this option is selected if a System Account Number is entered but alread...
Adding Other Countries/Territories to the Geographic Tables
How do I add a new country to the SedonaOffice Geographic Tables?
Resolution:
Go to SedonaSetup > Geographic Tables and find the option Other and click on it. It will produce a blank plus sign.
Click on the Plus sign. The A...
Updating the Company Address in SedonaOffice
When a company needs to update their company address, it can be updated with these steps.
Step 1.) Go to Sedona Setup >Alternate Address
Step 2.) Choose the Profile where the address needs to be updated.
Step 3.) Update the new addres...
Setting Up a New Company Bank Account
Customer needs to setup new Bank Account for EFT processing in SedonaOffice.
Resolution:
In SedonaOffice:
Open SedonaSetup > Go to Banks in the AR area
In the Banks window, select the New button in the bottom right of t...
SedonaOffice Permissions List
Click Here for a document that list the SedonaOffice permissions.
Changing the Address of a Branch
Occasionally, the address for a Branch will need to change.
The information in the address is generated by the selection in this...
How to Add Canadian Address Information into Geographic Tables
This article will go over how to add other countries’ address information into the SedonaSetup Geographic Tables. The steps are created in SedonaOffice version 6.2.0.16.
Overview
The contents of this document assumes the user has the corr...
How to Add a City and Zip Code in SedonaOffice
Below are the steps on adding a City and Zip Code to the Geographic Tables in Sedona Office
Sedona Setup – Geographic Tables
To enter a new City in Sedona Office
Go to Sedona Setup – Geographic Tables
From th...
List of Tables With Creation Date and Created by user
Below is a list of all tables that have the data fields that point to the user who created the line and when the line was created:
AP_Vendor_Weblink
AR_ACH_Created_By
AR_Deposit_Batch
AR_Deposit_Batch_Backupv6_2_0_3
GL...
List of Tables With Modified Date and Modified by user
Below is a list of all tables that have the data fields that point to the user who most recently modified the line and when the line was modified:
AR_Invoice
OE_Pricebook_Item
OE_Pricebook_Package
OE_Pricebook_Part
OE_...
How to Add Tax Groups with Multiple Tables
There are many states that have multiple levels of taxes that can be charged for sales tax. Different items could be taxed differently depending on what the item is. For example: phone service may not be taxed but someone coming on site to give se...