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User Permissions
Prior to assigning user permission, ensure your User Setup is completed. Find the article here Sedona-X Mobile: User Setup
In the Password field, click on the question mark icon for the formatting rules for passwords. ...
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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 ...
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You can copy existing role groups as presets for new role group creation. To find this feature, follow these steps:
Log into SedonaWeb 2.0.
Click Role Group.
In a row for a role group, click the clone role group button. This opens t...
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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...
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Last Updated: 03/06/2025
in SedonaOffice SO Reference Docs
Click here to view in full screen ...
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Collecting delinquent customer accounts is a part of everyday business. The SedonaOffice application provides tools to track, manage, and report on customer delinquencies as they occur.
The Collections option within the Client Management ...
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Last Updated: 02/26/2025
in SedonaOffice Client Management
This module contains many functions used by clerical and management-level SedonaOffice Users. User Group Security permissions secure each option within this module. Please refer to the User Group Security topic for each permission setting.
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Last Updated: 02/18/2025
in SedonaOffice Inventory Parts
You have the ability to setup up to 10 Customer Part Price Levels. Part Price Levels may be created with one total default price or may be a combination of a base price plus a labor factor (number of labor units x labor rate). Once price levels h...