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4 days ago
Topic:
Date On Cheque is December 30, 1899

Nancy
Administrator
Posts: 679
Nancy
Administrator
Posts: 679
Topic: Date On Cheque is December 30, 1899
To troubleshoot, you will want to look at the data coming from QBO. To do that, go to the Work File view, right click and choose 'View Raw Capture.' Note what format the of the date. Next exit the 'Raw Cpature' and double click on December 30, 1899. This will open the Object Properties box. Change the date input format to the new one shown in the 'Raw Capture' view. This should fix it, as long as the date format doesn't change again.
9 days ago
Topic:
Office 365 speed when sending batch of documents

paula
Administrator
Posts: 207
From: Wellspring Support
Sent: Friday, May 11, 2018 5:22 PM
Subject: RE: Email question

Hi, There is nothing we can do to affect Office 365. We are aware that Office 365 authenticates each email as part of their security and that there is a limit of sending 30 emails per minute. One of our client’s was not getting near that speed, so they increased their RAM and that helped.

Best Regards,

Paula Manker
9 days ago
Topic:
Office 365 speed when sending batch of documents

Nancy
Administrator
Posts: 679
Sent: Friday, May 11, 2018 3:49 PM
To: Wellspring Support <support@wellspringsoftware.com>
Subject: Email question

Hi support folks,

Our client -- has moved from desktop-based Outlook to Office 365, and followed the instructions to email through SMTP. That’s working fine for single print jobs (one order or invoice) but not for their one batch process, AR Statements.

The current AR Statement process is to generate local PDFs (immediate) and emails with PDFs (batch). The collections manager then goes through the Work File to remove any that should not be sent this month, and “prints” the email copy of the remaining documents. Apparently it now authenticates with SMTP before each document, causing it to slow down dramatically.

Is there a way to tweak this process so that it only authenticates once, and then sends all documents from the work file?

Thanks,
10 days ago
Topic:
Windows 10 & Universal Printer Drivers

Nancy
Administrator
Posts: 679
Nancy
Administrator
Posts: 679
Topic: Windows 10 & Universal Printer Drivers
It appears that Windows 10 loads the Universal printer drivers automatically. Sometimes, these are not compatible with the printer and the specific printer driver works best


One client was receiving printer errors when printing large batches. It always seemed to be around the same number of pages. They were printing 3 copies in Document mode.

Their IT support discovered 2012/2016 server OS environments automatically install all printers that are on the network that have static IP's, and it automatically installs all of them using an HP Universal print driver. This was the cause of the problem. Once they installed printer model number specific print drivers, it worked! .
12 days ago
Topic:
Date On Cheque is December 30, 1899

wdv
Posts: 1
HI There... I am using QBO, everything has been working fine... no changes to my system, but date is now printing December 30, 1899.. I have looked at the file, but cannot see anything that could be different.

Thanks
17 days ago
Topic:
PrintBoss Release 6.0.2.8 Dated 4/23/2018

Nancy
Administrator
Posts: 679
Nancy
Administrator
Posts: 679
Topic: PrintBoss Release 6.0.2.8 Dated 4/23/2018
Note: 6.0.2.7 and 6.0.2.8 are combined in this release.
1. Added new PrintBoss Online Check Printing Services


Introducing PrintBoss Online Check Printing Services. This service can be an add-on to a new or existing PrintBoss installation. It allows Wellspring Software, Inc. to print and mail checks for you – anywhere via the US Postal Service. Checks are in a pressure seal format.
The service is enabled from a new menu item off of Options\PrintBoss Online Account Services. Enter User the required information and funds as indicated.


2. Added PDF file copy variables.


To answer a need for multiple PDF file copies in a single form, new functions have been added for PDF copies. If using these features the copies should be set to BATCH.
#[C,1]Assign PDFNewFileNameMode,0 | 0= Start of Batch, 1= Each new page, 2= Each new DocNo
#[C,1]Assign SendToWellspring,0 |0,N,F = Won't send, 1,Y,T = Will send
#[C,1]Assign PDFFileType,1 |0=PDF,1=TIFF,2=JPG,3=BMP


3. Added new variables to create dynamic document names for printing.


There is a new variable for inserting the form name into a document so now {DocName} will return the FormName.
{DocName} can be use in conjunction with another new variable, {PrntDocName}. When printing to a printer, the standard "PrintBoss Document: QBCHK_4" is entered as the document name. A variable has been added to customize the title. PrntDocName can be assigned a value and then used as the document name in the print queue.


#Assign PrntDocName,"PrintBoss Document: {DocName},{BChkNo},{docrecip}"


In order for this to work as described you will need to use a #FORCEWINPRINTJOB so that each document will have their own name.


4. Added
When generating PDF copies, you can open either Windows Explorer to the folder it was saved to or each PDF as they are generated

5. Added a button for easy renewal of Service Contracts.


PrintBoss will now verify the service contract date and if it is within a month of expiring or any time after the expiry date will display a button on the Master Application screen. The button will take users to www.WellspringSoftware.com to order a new service contract. This button will also appear in the About box in the upper right corner below the ‘Check for PrintBoss Updates Online’ button.


6. Changed the way passwords display.


PrintBoss would hide the password by default for the bank record, the user login dialog, the security login, email smtp/pop passwords and the FTP account password. Users can use the eyeball button on the right side of the field to display it as text verses the mask characters.


7. Changed the notification for accessing help files.


Notification about not being able to copy the help file to the local users My Documents folder no longer is a popup message and will appear in in the status bar. Note: that if the status bar is not visible they will not see said message.


8. Removed two features:
The PrintBoss Fax Service has been removed.
The PrintBoss PS16 file form has been removed.
edited by Nancy on 5/3/2018
19 days ago
Topic:
Print Boss Bank Modules

Nancy
Administrator
Posts: 679
Nancy
Administrator
Posts: 679
Topic: Print Boss Bank Modules
Select, Standard or Enterprise are different version of PrintBoss.
Yes, you change the setting in PrintBoss prior to printing from QuickBooks. And everyone would have to verify the setting prior to printing.

In Select, the change is made on the Options\Configuration\Special Controls tab.
In Standard or Enterprise the change is made on the Options\Form-Bank Request List using the drop down arrow in the Form name. For example with QuickBooks, the form is Qb_Chk4 for bottom checks and Qb_Chk4T for checks at the top of the page.



Another way to handle this - in Standard or Enterprise only - would be to choose the Form and the Bank every time you print checks. To do this, in the Form-Bank Request List using the down arrow, set both the form and bank to {Request}
19 days ago
Topic:
Print Boss Bank Modules

jacobsatmar
Posts: 2
Thanks so much for quick reply.
I use Print boss desktop for Quickbooks desktop.
What do you mean by select standerd or enterprise? Where would I select this in QB or in Print boss. And where would I change the form for the check before printing? Before I print in QB I should go to Print Boss and change it? And where would I change it.
19 days ago
Topic:
Print Boss Bank Modules

Nancy
Administrator
Posts: 679
Nancy
Administrator
Posts: 679
Topic: Print Boss Bank Modules
Are you printing checks from PrintBoss desktop or PrintBoss Online?

From PrintBoss desktop - Select, Standard or Enterprise - you cannot change the check style on the fly. You could manually change the check style prior to printing from QuickBooks each time you printed checks.


With PrintBoss Online (currently only available for use with QuickBooks Online) the setting is in the bank profile record, so it can be different for each bank account.
edited by Nancy on 5/1/2018
20 days ago
Topic:
Print Boss Bank Modules

jacobsatmar
Posts: 2
I would like to have a different type of form for each bank account. Lets say for chase bank I want the check on top and for Dime bank the check to show on the bottom of the page. How do I do that?
Thanks
4/19/2018
Topic:
Wrong Bank Info Being Printed

Nancy
Administrator
Posts: 679
Nancy
Administrator
Posts: 679
Topic: Wrong Bank Info Being Printed
I am going to assume you are using the desk top version of PrintBoss with QuickBooks as opposed to PrintBoss Online with QuickBooks Online.

Start by verifying your Printer Setup for Check\Paycheck in QuickBooks. For most installations you want to have the option to "Print Company Name and Address" enabled. By doing this the Bank Code passed from QuickBooks to PrintBoss is 'QB Bank ID:Company Name.' The expectation is that while there is one company, each of their accounts has a unique Bank ID in QuickBooks. If you correct the PrintBoss Bank Code to match the format sent by QuickBooks, the bank account auto-select feature of PrintBoss should work.
4/19/2018
Topic:
Wrong Bank Info Being Printed

Laura12345
Posts: 1
Hello. I use Printboss with QB. I have over 30 QB files and all was working fine. Now one of the companies (has three bank accounts), when I print a cheque, the wrong company name and wrong bank info comes out. Tried fixing it, nothing works! Can anyone help? Thank you!
4/16/2018
Topic:
Printing blank checks

Nancy
Administrator
Posts: 679
Nancy
Administrator
Posts: 679
Topic: Printing blank checks
No,the Hand Check Utility is not available with the trial version of PrintBoss
4/16/2018
Topic:
Printing blank checks

Heath79
Posts: 1
Can this be done with the trial version of the software?
4/16/2018
Topic:
Importing Bank Records: BANKMICR field problems

Nancy
Administrator
Posts: 679
Are you entering the symbols as well? The following keyboard key translations are:
On-Us= /
Transit= [
Dash= -
Amount= $
Mod9= *
Space= .

We can also provide custom services to convert bank data.
edited by Nancy on 4/16/2018
4/15/2018
Topic:
Importing Bank Records: BANKMICR field problems

beancounting
Posts: 1
Hello,

I am currently evaluating the software for our accounting firm. We have about 200 bank accounts to import into PrintBoss and I have successfully been able to do such except for the account numbers and routing numbers.

That data is stored in the BANKMICR field but seems to be encoded.

If I export the default bank records (Unused BANK001, Unused BANK002, Unused BANK003, ...) then the result CSV file has the following entry for the BANKMICR field for all of those default records:
/BBBBBB/ [000000000[ 123-456/

I understand the formatting is:
/CheckNumber /[RoutingNumber[ AccountNumber/

However, when I replace the digits above with digits accurately representing a bank account number and routing number, they fail to import.

I then tried manually putting the routing number and account number into the MICR tab of the PrintBoss Bank Edit window and then exported the resulting bank record. I can see in the exported CSV file that the BANKMICR data seems to now be encoded.

I cannot find the the encoding standards and it is not practical for us to manually enter the banking information.

Could someone help me understand how to code the bank account and routing numbers in a CSV file so it can then be imported? Is that possible?

Thank you.
3/31/2018
Topic:
PrintBoss Fax Service Ending 4/30/2018

CarlWall413
Posts: 1
Bummer, but at least there is still some sort of integration if you use a dedicated fax service.

Do we know if MetroFax works? I'm reading a lot of good things about it from other sources, but I don't see it reviewed well on PCMag which I'll admit does concern me somewhat.

It looks like it is also significantly cheaper than eFax too if you aren't dealing with a large number of pages per month. Might just have to sign up for the free trial and see if it indeed works with PrintBoss like eFax.
3/19/2018
Topic:
Printing in RDP environment

Nancy
Administrator
Posts: 679
Nancy
Administrator
Posts: 679
Topic: Printing in RDP environment
You could test by adjusting the Printer Settle Time. This is the amount of time PrintBoss waits to look at the Windows Printer List before processing. In theory, this could slow processing, but it is in milliseconds.


edited by Nancy on 3/19/2018
3/19/2018
Topic:
Printing in RDP environment

Mary Clark
Posts: 11
Thanks for the update.

Q: is there any chance that the problem with resolving the printer name would cause the slowness?
3/19/2018
Topic:
Printing in RDP environment

Mary Clark
Posts: 11
Thanks for the update.

Q: is there any chance that the problem with resolving the printer name would cause the slowness?




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