Updated Articles

  1. Sedona-X Mobile: User Permissions

    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. ...
  2. Level 2 Credit Card Processing

    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 ...
  3. How do I clone a Role Group?

    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...
  4. How do I hide fields on the Customer Portal Invoice View in SedonaWeb 2.0?

    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...
  5. TSPlus Advanced Security Whitelisting

    Click here to view in full screen ...
  6. Release Notes - SedonaWeb 1.0 v2.7.82.1 (January 2024)

  7. SedonaOffice 6.2.0.19 Rev 4 Hotfix (February 2025)

  8. Collections Overview and Topics

    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 ...
  9. Client Management Overview

    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. ...
  10. Part Price Levels

    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...