SedonaOffice

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Unlocking Locked Tables in SedonaOffice
Description of Issue:  I’m trying to get into an area in SedonaOffice but I’m being met with a popup telling me that it’s locked by a user. How do I unlock that?  Fixes: To unlock an area which you have received an error telling you t...
Overview of SedonaOffice Upgrades 5x - 6x
Initial Call with Coordinating App Support Specialist Review this list and overall process Itemize and Assess any concerns with the needed resources Review Critical Highlights & advise contact w/ any required 3rd par...
Hosted Sedona Customer Access Troubleshooting
Hosted customers have multiple logins to manage that are not synced in any fashion. 1st Login / Server Login / Active Directory Login The 1st login is what the customer will use in order to sign into the server. The screen will look simila...
How are documents stored in SedonaOffice?
Description of Issue:   How are documents stored in SedonaOffice?   Resolution:   When a document is saved in a SedonaOffice Company, the file is saved in the SedonaDocuments Database.   This is a shared database a...
Critical Highlights & Pre-Reqs 5x-6x
Critical Highlights For Upgrading Sedona Office From 5x - 6x If you currently utilize WeSuite and are planning to upgrade to 6.2x you must notify WeSuite wesupport@wesuite.com to ensure continued functionality of their integrations If...
How do I Setup or Refresh a Sandbox Company in Sedona Office?
Description of Issue:     We need to create a Sandbox company for testing. How do we do that?   Resolution:   You can use the Sandbox Wizard to create a new sandbox company or refresh an existing sandbox database.   ...
Manually Register a DLL or OCX File
Description of Issue:     When trying to open SedonaOffice or another application we are getting the message below for the ssdw3b32.ocx file.     Or       The file may have been deleted or the file ne...
Password Portal SedonaASP SSL Cert Updating
To update the SedonaASP cert for https://pw.sedonaasp.com:8889/ Login to MASTER-ADMIN / AWS Backups Machine 52.39.48.177:8000 w/ Administrative SedonaASP credential Navigate to IIS and import the pfx file ...
Print Preferences Window Not Displayed When Printing Invoices
Description of Issue:   If a user in  SedonaOffice  marked the Do not show this again box at the Print Preferences window, is there a way to get that to pop up again ?       Resolution:   You can get your ...
Restore Access for Day Code in a Company
Description of Issue:     Internal   In case the Day Code does not work to access the companies in an install, the access can be restored by editing the data.    Resolution:   The user and role that is used when u...
Servere Error in "/" Applciation Runtime Error When Trying to Log Into The Admin FSU Tech Tool
Description of Issue:   When trying to log into the Admin FSU Tech Tool a server runtime error is received.      Resolution:   This error is caused by a data issue in the database used for the FSU login validatio...
SedonaOffice Data Support Best Practices
Best Practices   Not everything is a back-end data  fix  ( one thing I stress with customer-account problems/errors, just re-save the customer, bill-to and site to see if that fixes the issue)   Ensure backup tabl...
SedonaOffice Splash Screen Keeps Opening
Description of Issue: When accessing SedonaOffice, the splash screen with version information the splash screen opens every time a user logs in.     Resolution:   The Splash screen should open once a day. The first ti...
SedonaOffice Splash Screen Will Not Open
Description of Issue:   When accessing SedonaOffice, the splash screen with version information will not display correctly.     Resolution:   The Splash screen will open once a day.    The first time a us...
How to Re-Run a a Saved Query in the SedonaOffice Query Builder
When creating Queries in the Query Builder you have the option to Save the Query, so you do not have to re-create it every time. When you are ready to Use that Saved Query follow the steps below. Query Builder On the Top Toolbar in Sedon...
Tracing VB6 code with Milestone_Tracking table
The SedonaOffice company database contains a stored procedure, Milestone, that can be used to add tracking information to the Milestone_Tracking table. (This stored procedure will create the table if it does not already exist.) This is useful for tr...
How to Save a Query in the SedonaOffice Query Builder
When creating Queries in the Query Builder you have the option to Save the Query, so you do not have to re-create it every time. Query Builder On the Top Toolbar in Sedona Office select “Query” Select the appropriate Query Module. ...
How to Find Your IP Address
The following steps will find your local IP address for your workstation. Step 1.) Go to this link https://www.ipchicken.com/   , there are many other sites that will find your IP address, This one is our preferred site https://www.ipchicken....
Hiding the SedonaOffice Main Menu Tree
The following steps will hide the Sedona Office tree. Go to View and toggle Tree The view below is Tree hidden. ...
Running SQL from Within SedonaOffice
The following steps will open a module within SedonaOffice to run SQL queries on customer's database. Go to the SQL icon and click, this will open an SQL module. You can enter SQL commands within the SQL command window. ...
Lock Table Maintenance
The Lock Table Maintenance keeps track of what records are being used which locks that record from anyone being able to make changes to that record. There may be times where the user has stopped updating a record but the record remains locked. ...
List of SedonaOffice SQL Tables
Working with SedonaOffice will require a Sedona Expert, on occasion to look for fields and data from one or several SedonaOffice SQL tables. Here is a script to pull all the tables from SedonaOffice and a sample copy of the results. You can then use...
Querying in Microsoft SQL Server Management
The following steps will get you started on processing simple customer queries in Microsoft SQL Server Management Studio. Once logged into SSMS, rick click on the Database on the left side of the module Click on New Query. Another modul...
SedonaOffice Data Cleanup
SedonaOffice Data Cleanup Template for Table-by-Table Valid Data Entry Check Problems in SedonaOffice are often caused by the introduction of bad data into the database. Sometimes the software allows for bad data entry, but more often the ...
SedonaOffice - Navigation Tree is Missing
SedonaOffice: Enabling the Navigation Tree View Option To get the Sedona Navigation tree to show, click the "View" tab and ensure that the "Tree" option is checked. If it is checked, try unchecking the option and then checking it again. ...
Opening Documents in SedonaOffice - IrfanView [Hosted]
IrfanView is an application available in the Cloud Hosted Environment.  It is an image viewer and converter program for Microsoft Windows based machines. Description of Issue: Users are unable to open documents in SedonaOffice. Sometimes t...
SedonaOffice - 6.2 PCI Compliance Update
The process of upgrading SedonaOffice from 5.7 to 6.1 has historically been very complicated and time-consuming. It is complicated because it is a multi-step process that must be performed in a specific order, to assure success. It is time-consum...
SedonaOffice Add On Modules and Integrations
An alphabetical listing of SedonaOffice add on modules and integrations. 3rd Party – Integrations created by our customers and which BoldGroup did not help create or support. ADI Integration – Connects SO to ADI’s website to allow users...
View Only Access to Checks in SedonaOffice
Description of Issue: We are experiencing an issue with some of our users not being able to write checks. We’ve set up a User Group that grants all permissions for the AP module but they’re unable to write checks. Resolution: This is ...
SO Basic Testing Checklist
Find Here  a checklist of items to test as part of SedonaOffice practice/training ...
How to add a Company to SedonaOffice in SedonaMaster Database New
If you need to add a company to SedonaOffice and front end tool is not working, you can add the company directly in the SedonaMaster database.  Open SedonaMaster database in object explorer and open tables. Right click Company > Edit To...
How to Create a SQL Database Backup
Issue: A database backup is needed by Support or Development to research an issue. How is a backup file created?  Resolution: Open SQL Server Management Studio and connect to the SQL server where the SedonaOffice database is locat...
How to Extract Sedona Document Files from the SedonaDocuments Database
Issue: A customer would like to be able to extract documents that are stored in the SedonaDocuments database. How can this be done? Resolution: Open SQL Server Management Studio and connect to the SQL server where the SedonaDocuments databas...
How to Clear Locked SedonaOffice Tables
When multiple users are working in an application, sometimes they forget to log out and lock the table they were in.  This document shows how to unlock those tables when this happens.  The steps were completed using SedonaOffice version 6.2.0.16. ...
Create New SedonaOffice Database New
We need to create a new Company in SedonaOffice.  How can this be done? You can create a new company using the SedonaOffice Server Utilities. Open the SedonaOffice Server Utilities application on the SQL server.  Wh...
General Documents – How to Add a Document New
If your Company has purchased SedonaDocs, you will have access to General Documents.   This feature is also Permission based.  SedonaSetup Select the User Group you want to allow access to General Documents.  Select “General Do...
How to access Sedona Office executables- File downloads
When a customer needs to have the most current Sedona Office install executables, they can go to this link below and download their respective executable. https://sedonaofficeupdates.s3.us-west-2.amazonaws.com/iisstart.htm   ...
How to Increase Computer Font Size
When a customer wants to get font size bigger to view in Sedona Office the steps below will get the desired size(s)   1. Go to the bottom left on your Windows screen and type text size , Choose the first option -Make text and other items larger...
Run-time Error During Printing – Data Source Not Specified
When users install SedonaOffice, there is a Registry Editor that can be used to set the value for the data source for their Sedona Master/SedonaOffice database. If that data source is incorrect, they will get this error:     To resolve the iss...
How To Copy/Paste Data in the Hosted Environment
Question:  Users in the Hosted Environment are unable to copy and paste data in or out of SedonaOffice. This is usually needed in order to verify that there are no typing mistakes in fields, such as email addresses or other sensitive customer inf...
SedonaOffice Does not Use USB Dictation
Sedona Office is not compatible with any USB microphone for use with Sedona to dictate voice-to-text.
91 Object Variable Error
  This error indicates that there is a variable that does not have a value when the system expects there to be a value. This prevents the system from completing the operation once it encounters the blank value and throws the 91 Object Variable E...
214…. Errors
  Errors in Sedona Office sometimes come with a prefix that begins with a list of numbers. Unfortunately, these numbers do not have a subtle meaning. They are left over from error coding and there’s no discerning one from another. They are all i...
430 Class Error
  This error indicates that a specific type of variable is being used by the system outside of the context the system expects. This error message will require Data to investigate the variable mismatch being encountered. ...
Application Busy Error
   This error occurs mostly in EFT Processing but can occur elsewhere. The error indicates that too many instructions have been given to the system. Since the system is overloaded, it is giving you the option to switch to part of the applicati...
How to Open Event Viewer (Internal)
The Event Viewer utility is part of Windows. It provides additional information on errors. When you are troubleshooting an error and there is no error message occurring, you can open Event Viewer to see if Windows is encountering errors that it is...
Type 13 Mismatch Error
  When you encounter the Type 13 Mismatch error, it indicates that there is a special character or something else in the data field that the system cannot read. This could also indicate that the referenced ID in SQL is invalid. Type 13s can some...
Truncated Error
This error indicates that the data being written to a field is too large for the field and would have part of the data cut off. To prevent this from occurring and leading to incomplete data, the system is stopping the process writing th...
Subquery Error
  When you encounter the Subquery error, the system is indicating that there is a duplicate value. When the system runs a query, it is expecting 1 return value. If it receives two or more values, then it cannot choose between them and returns th...
Run-Time Error
  A Run-Time Error is a specific designation. When you encounter a run-time error, it means the system has encountered something that prevents it from continuing to operate. The program will close when you click the ‘OK’ button. A run-time error...
Obscured Error
  When you see this error message, it is not a unique error. This message is the same as a Run-Time Error, or any other error message in Sedona Office. The unique aspect of this error is that it has occurred when related to sensitive informat...
Invalid Use of Null
  When you see the 94 Invalid Use of Null error, the system is indicating that there is a value that is null on the SQL table. The system can’t read nulls in that field. The page will load up to where it encounters the null and then it will th...
Deadlock Error
  A Deadlock error is the system indicating that two or more processes on the server have collided. When you encounter a deadlock, it means that one process needed to be cancelled by the system. This can be due to resource shortages, or due to...
Filtering Windows Event Viewer (Internal)
Windows has a built-in module called Event Viewer. It stores additional information that will help a user diagnose a problem with their Windows platform or any application installed on top of Windows. The list of possible errors is on page 2. The e...
Logger test file (Internal)
What does a log file do? A log file is a computer-generated data file that contains information about usage patterns, activities and operations within an operating system, application, server or another device. Log files can show whether resour...
Sedona Office SQL Error(s) [Query Timeout Expired]
Sedona Office has error-handling messages that alert the user there is an issue with the SQL server instance. The example below is an example of a SQL error. [Query Timeout Expired] Oftentimes the [Query Timeout Expired] messages are occurring ...
How To Access Sedona Office Client Tools Check Active Users - Server Monitor
The following steps will display how many active Sedona Office users are logged in to Sedona Office Go to Windows > Sedona Office Server Tools > and open the Sedona Office Server Utility Click on Sedona Office Client monitor. This will ...
How To Access Sedona Office Client Tools Check For Update Utility
SedonaOffice has a utility in client workstations that has many features to use for technical purposes. The following steps will show how to access and use the utility. Go to Windows > SedonaOffice Client Tools > and open the SedonaOffice C...
How to Find SedonaOffice Revision Most Recently Installed
This document goes over how to find the current version or revision the server is running for SedonaOffice. Overview The steps listed assume the user has the proper permission and has access to the SedonaOffice Server or on the Workstation...
Address Verification
Address Verification Setup - Review Purpose Address Verification is a licensed feature that allows validation and standardization of U.S. addresses by querying USPS data. It improves data quality by normalizing user-entered addresses a...
Year 2030 + is resolved to 1930's instead
Reference cases 00136837 / 00136388 When setting future-dated items it may be possible for the user to select the correct date, but then the system reflects a date in the 1900s instead. Development confirmed this is a per-user setting on every...
Forte Merchant ID [MID] Change/Acquisition Crosscheck
When a company does anything with their Merchant ID, the integration with Forte can be effected in a number of ways. If you get a case where they are asking about making changes to their MID but haven't yet, suggest that a change of this complexity ...
SedonaOffice Database Removal/Cleanup
SedonaOffice Database Removal  Clearing out Databases or Sandboxes is done via SSMS as there is no SedonaOffice tool for database management, only for Refreshing/Creating Sandboxes. Your IT will need to ensure they are logging in to the server w...
Customer Has Inquiries Around TLS 1.2 and Disabling TLS 1.1/1.0
Will it affect its operation? This is largely dependent on which version of SedonaSync you are using and if you are utilizing any other applications running on the same server that are dependent on those TLS ciphers. The SedonaSync application...
How to Fix Out of Balance Journal Entry After 6.2.0.20 Update
143739 How to Fix Out of Balance Journal Entry After 6.2.0.20 Update This document will go over the script that needs to be run after a customer has updated to SedonaOffice 6.2.0.20 and is getting an out of balance error when entering a journal ...
Service Ticket Won’t Open
145826 Service Ticket Won’t Open As of Sedona Office 6.2.0.20, when the updater is run, if there are any service tickets open, those service tickets may have an erroneous lock applied to them from SedonaEFTService that will prevent them from op...
SedonaOffice SEFT Log Truncation/DB Growth Post SedonaOffice 6.2.0.17 - 6.2.0.21
00142997 / 00146413 / 00143478 As of SedonaOffice ver 6.2.0.17 The SEFT log is aggregating a lot of data to compensate for several of the changes Forte has made around EFT/ACH Transactions, response codes, timing, reversals, and Z transactions. A...
SedonaOffice Slowness in Native Windows 11
00148303, 00148302 SedonaOffice Slowness in Native Windows 11 This may present as logins taking longer than 10 seconds to login and or Jobs in Job Queue are significantly slow to open and also Applying Changes SEDONAOFFICE.EXE connec...
SedonaOffice Upgrade Process
SedonaOffice Upgrades Process   Prior to the upgrade plan for the following:   You and your team are familiar and have reviewed the release notes and any pre-requisites for the current  release     https://sedona...
Licence Reduction