SedonaWeb 2.0

**Ensure that your company admin has updated the SMTP/Email preferences for the endpoint. These settings must be correct in order to receive the forgot your password emails from Sedona Web 2.0.   How to Log into SedonaWeb 2.0 for the first...

For Users who have previously logged into the New Portal (SedonaWeb 2.0) Click the Forgot your password?                                                        ...

Login & Account Transition Do all SedonaWeb 1 subscribers transition over, and what steps must they take to log in? Yes, all SedonaWeb 1 subscribers will transition to SedonaWeb 2.0. However, they must follow these steps to access thei...

Customers have the option to either pay a single invoice or pay all open invoices when using SedonaWeb 2.0.   This document will go over how to do each transaction. Overview After a customer logs into their online account, the home page will show ...

There are several options available to customize the look of your company’s SedonaWeb application. A BoldGroup technician will set the options for your company with the information you provide. Some of the preference options are related to the login...

SedonaWeb 2.0 API allows a customer to control how the API controls their environment according to the customer Preferences. Step 1.) Login to your API site Step 2.) Click on Preferences. Below are a list of options the customer has the op...

SedonaAPI allows a user to add multiple Companies. This will allow SedonaWeb 2.0 access and company management for the respective Company added. Step 1.) Once logged into your 2.0 API you will click on the Companies tab. ...

Issue: Customers are not able to add payment methods in the SedonaWeb2.0 Customer Portal. An error stating the PaymentMethodCode or PaymentMethodId must be provided is received when trying to save the record. Resolution: Th...

Please read this information carefully to ensure your customer portal software is compliant with  PCI DSS 4.0 , the latest version of the global data security standard for credit card pr...

We added permissions for administrators configuring accounts for portal customers. These additional permissions are for hiding or showing three fields for portal customers: Category, A/R Account, and Tax Group. The three fields (Category, A/R A...

SedonaWeb now supports level 2 credit card processing. These changes include adding the Procurement Code to credit card information and sending the invoice number, tax amount, and procurement code to the Forte transaction. We added a field for ...