6/13/2014 Topic: How PrintBoss Works paula Administrator	On the most basic level, PrintBoss is a printer driver. It does not access the tables from an accounting system like a report writer. It only received data printed from an application. And it can literally be any application. We only package forms for the accounting systems we work with on a frequent basis. Beyond the printer driver are tables and forms. Once PrintBoss receives data from the driver, the data is saved in a work file table and the selected form and bank information are applied to the data to create the desired output - a check. Each work file is form (and usually user) specific. These work files can be Archived to a separate table or deleted to reduce traffic in the Work File table. In addition to the work file database tables, there is a database table to save the bank information. PrintBoss stores all bank information in this table and automatically creates the MICR line from the information entered in the Routing and Account Number fields combined with the check number assigned in the Form. In the rare case (such as QuickBooks) when the check number is not printed, PrintBoss has the ability to increment check numbers. The user is prompted to verify the beginning check number and batch is incremented from that number. PrintBoss also has the ability to assign fields from the data printed to the work file. The assigned data is usually based on fixed coordinates and can be moved in a range or blanked out and printed elsewhere on the form using a Text command. There are approximately 50 commands available within PrintBoss, 30 conditional commands, and 24 substitution functions that allow PrintBoss to manipulate data. The forms and tables must all be stored in a central location and shared by all users for a single license. There is 1 installation of the primary software with unlimited client installs for users of the same company and location, unless they are accessing the one license remotely. The client, or work station, install is simply the printer driver and a shortcut to the PrintBoss Home Directory containing all the forms and tables. Though the PB50 driver is 64 bit compatible and works with all current Windows operating systems, it requires a Spool folder and a Transfer folder to receive, rename, and send the data file to the PrintBoss application. Users must have Full Control of the PrintBoss Home Directory as well as the spool and transfer folder locations. Historically, PrintBoss has been sold as a third party product. We do not provide developer licenses or kits. Though other software companies sell PrintBoss, they do so as a packaged product. Wellspring Software retains all intellectual property rights. However, we welcome Partners to create custom forms or Text Input File Specs. The latter are used to interface with applications that output a file and do not access Windows printer drivers, such as Oracle products.
6/13/2014 Topic: Google Mail / GMAIL and PrintBoss paula Administrator	From: Paula Manker [mailto:paula@wellspringsoftware.com] Sent: Tuesday, April 08, 2014 10:39 AM Subject: RE: FW: Google Mail and PrintBoss - Still Outlook is simply an email program. It does not have an email account. The email account comes from an outside provider or source, such as SMTP, gmail (Google), AIM, Yahoo, hotmail, etc. It does not matter what service is used with Outlook as PrintBoss will interface with Outlook rather than the provider and Outlook will interface with the provider. The reason PrintBoss does not work with outside providers is the software requires an SMTP address rather than an account, i.e. paula@wellspringsoftware.com. The account ensures the provider can track activity. The SMTP does not track by account and can easily be used for SPAM. This is why email providers do not allow direct access to the SMTP, only to the account.
6/13/2014 Topic: Positive Pay script for multiple forms paula Administrator	Sent: Wednesday, June 04, 2014 9:34 AM Even though the file may be currently embedded, it might be in the drop down list on the 'Multi-parts & Printers' tab of the form Editor, or it can be exported. If Wellspring created the Positive Pay file, there would be a copy in the drop list in the Source Tray column. If someone else created the Positive Pay file, you may need to Export the file from the Embedded copy so it can be used in another Form. The following are instructions to Export the Positive Pay file. 1. Let's start on the Multi-Parts and Printers tab of the current Form where the file is embedded. 2. Click on the page symbol to the left of the Source Tray to open the Positive Pay / ACH Editor. 3. Click on the Export button at the bottom left of the Master tab. The browser will open on the PrntBoss\PosPay folder. 4. Enter a name for the file and use the extension currently displayed. 5. Click Save. 6. Close the Positive Pay / ACH Editor. The File will not display in the list of the current Form until the Form is closed and reopened. All other PrintBoss Forms will now have access to this file.
6/20/2014 Topic: Printboss and Sage ERP 2014 (v6.2a) paula Administrator	This was worked out offline. Joe reported the issue was caused by the logos in the crystal report.
6/23/2014 Topic: Printboss and Sage ERP 2014 (v6.2a) paula Administrator	Joe - I noticed this started with crystal reports 2011. Sage may have more information than we do as we do not officially support crystal reports.
6/26/2014 Topic: 1000 plus QuickBooks bank files. paula Administrator	Sent: Monday, June 16, 2014 2:26 PM Subject: RE: PrintBoss | Citrix / Multi-office Carlos – PrintBoss has 1 bank list with unlimited bank records. Use the + sign in the PrintBoss Bank List menu bar to continue adding bank records. The bank record is triggered by the QuickBooks Bank Account Name and the Company Name that prints on the AP check. This value is entered in the Bank Code field of the PrintBoss bank record as 'Bank Account Name:Company Name'. The Bank Account Name prints automatically from QB for AP checks. The user must verify they have selected ‘Print Company Name…” from the QuickBooks printer setup window to print the Company Name. This will allow PrintBoss to accurately auto select the bank record. There is an option on the Primary tab of the PrintBoss bank record when the account is used for both AP and Payroll. It is called ‘Enable “Payroll” Alias Name’. Otherwise, accounts that are Payroll only should be named Payroll:Company Name in the PrintBoss Bank Code field. PrintBoss bank records can be password protected so the account is only used when the correct password is entered. This prompt occurs before the Check Number prompt when a password is assigned to the bank record. The Password field is on the Primary tab of the PrintBoss Bank Record and is available when one or all of the ‘Password Required’ fields are selected. This password is only required when printing. The Security tab can be enabled on the PrintBoss bank record to limit edit access to a bank record. PrintBoss does not interface with QuickBooks. It only received a print stream and QuickBooks does not print check numbers. PrintBoss increments the check number automatically and retains the next number in the ‘Next Check Number’ field. The user has the opportunity to over-ride the next check number presented by PrintBoss when it is appropriate to do so. I hope this answers your questions. I thought it would be more helpful to have this in an email to use as a reference. Feel free to call or email if you have additional questions. Best Regards, Paula Manker edited by paula on 6/26/2014
6/26/2014 Topic: html within the Email Body file paula Administrator	Sent: Wednesday, June 25, 2014 9:14 AM Subject: RE: Sage 300 E-Mailing - Body File PrintBoss E-mail also supports html. A logo can be added to an html file. Attached is an html sample along with a zipped file of the folder html creates to hold the image file and other necessary components. The logo will only display if the file is available outside of the client’s firewall, such as on a web server. The only other challenge with html is variables only work when they are enclosed in double braces. Unfortunately, the outside set of braces displays with the evaluated data. Best Regards, Paula Manker
6/26/2014 Topic: PB trigger formula for PrintBossMisc paula Administrator	Sent: Tuesday, June 04, 2013 11:29 AM Actually, the statement is misleading. We should fix our own internal document. The trigger will work if only the PrintBoss Form is used. However, if the rest of the trigger will be used, PrintBossMisc cannot be blanked out. It needs to contain an empty value. Including PrintBossMisc out of order, though, causes a bigger problem. The options are: 'PB#INFO ['+{@PrintBossForm}'] Or PB#INFO CA_PO2 (Where CA_PO2 is the name of the PrintBoss Form and this string is added directly to the crystal report rather than placed in the @PrintBossTrigger string) OR 'PB#INFO ['+{@PrintBossForm}+'], '+ '['+{@PrintBossBank}+'],'+ '['+{@PrintBossDocNo}+'],'+ '['+{@PrintBossAmnt}+'],'+ '['+{@PrintBossRecip}+'],'+ '['+{@PrintBossMisc}+']' In the last example, some of the fields can be replaced with the blank bracket '[],'+, but the PrintBossMisc must have a value as the last field. PrintBossMisc2 was added later and adjusted so it is an optional field when it appears at the end. The PrintBoss Trigger looks for PrintBossMisc when the trigger includes more than the PrintBossForm field.
7/17/2014 Topic: Print check to spec printer tray based on bank paula Administrator	From: Paula Manker [mailto:paula@wellspringsoftware.com] Sent: Wednesday, July 16, 2014 5:31 PM Please download the PrintBoss Manual from our web site at: http://www.wellspringsoftware.com/ Click on Support, then select Manuals/PrintBoss Standard / Enterprise Manual. The instructions to determine the paper tray number can be found on page 191. The conditional command can be something like: #[C,0][Inu, 'Bank of Montreal', {BCode}]PaperBin 261 [C,0] identifies the PrintBoss copy. C,0 is the Original, C,1 is Copy 1, C,2 is Copy 2, etc. Brackets must surround each condition. Two sets of brackets are treated as an 'AND' condition The Inu condition looks for a value in a specified field. Bank of Montreal is unique text in the Bank Code field {BCode} is the variable for the Bank Code field PaperBin is the paper tray command 261 is the paper tray number as identified in the #PaperBin command on page 191 of the online Manual If there is no unique value in the Bank Code field, the Bank Prompt field may be used instead. The variable for the Bank Prompt field is {BPrompt}. The Bank Code field is defined by the bank fields setup in Sage 300, whereas the Bank Prompt can be anything. These fields are clearly labeled in the PrintBoss Bank List records. I hope this helps. Feel free to contact us with further questions if needed.
7/17/2014 Topic: Intuit Online Payroll paula Administrator	Thank you for your email. Intuit Online Payroll should trigger PrintBoss Form QB_OLPCK. We can verify if this Form is included in your installation if you would like to call our Support team at the number in the closing below. There is a newer version of Inuit Online Payroll called Full Service Payroll. If you are using this variety, we do have a Form though it is not included in the Select edition of our software. At this point there are only 2 clients that I am aware of that are using Full Service and we set them up to use a new form set. We could provide you with the same form set if your output matches the Full Service Payroll samples provided by the other two clients. We would need a copy of your TextCapt000.hst file after printing a sample from Intuit Online Payroll to PrintBoss. This is a temporary file located at the root of the PrintBoss folder and is renamed after each print job and finally deleted. Paula Manker Wellspring Software, Inc. 445 Sovereign Court Manchester, MO 63011 (636) 527-6100 edited by Nancy on 7/17/2014
7/24/2014 Topic: Combine Payee Lists paula Administrator	Sent: Thursday, July 24, 2014 11:45 AM Similar to bank records, payee lists can be exported to a csv file and reimported. This will allow you to combine 2 payee lists. Only 1 Payee List can be attached to a bank record. Following are the directions: 1. Open the PrintBoss Master Application (PB32). 2. Click on the Edit menu and select Payee Lists. 3. Select the Payee List you want to Export and click the Editor button. 4. Select the Ctrl + A keys on your keyboard to select all the records a. Use Shift + Click to select a range of contiguous records b. User Ctrl + Click to select a range of non contiguous records 5. Right click on the Gears near the top left corner and select Export. 6. Confirm the number of records and click Yes. PrintBoss should open Payee Lists folder. If not, you can navigate to that location. 7. Name the file with the .csv extension and click Save. 8. Close this Payee List. 9. Select the destination Payee List and click the Editor button. 10. Left click on the Gears near the top left corner and select Import. 11. PrintBoss should open the same folder you selected for the Export, which should be the Payee Lists folder. 12. Select the csv file you just created and click Open. 13. PrintBoss will do one of the following: a. Add the new record with no Prompt b. Prompt to Replace the existing record. i. Click Yes to replace ii. Click No to ignore. No record will be added 14. Click Close on the Payee List when you are finished. I hope this helps. Please call technical support at the number in the closing below if you need assistance.
7/24/2014 Topic: RemoteApp feature of Windows 2012? paula Administrator	From: Paula Manker [mailto:paula@wellspringsoftware.com] Sent: Wednesday, July 23, 2014 11:43 AM It is not clear where the PrintBoss driver is residing, but the driver will not work as a redirected printer driver. The user must have direct access to the drivers. The SDE 1800 error is normally caused by one of the following: * Insufficient permissions to the PrintBoss folder. In this case, the bank records cannot be accessed. * Processes interrupted by antivirus software. Please exempt the PrintBoss folder from virus scanning. * Verify they are not using an HP printer driver that uses the hpmupn Process. This can be checked in the Task Manager. If so, the printer drivers will need to be updated or replaced. The printer driver is often the culprit with remote connections, but we still suggest verifying the known causes as well.
7/25/2014 Topic: Positive Pay File cannot have commas in the Payee paula Administrator	The following substitute function will remove the comma and retain the decimal when formatting the check amount: "{FormatNum: ÷{DocAmnt}÷, 8, 2, ' ', '0',}" The 8 represents the number of characters to the left of the decimal . The 2 represents the number of characters to the right of the decimal. The ' ' will pad the dollar value with spaces. Remove the space to eliminate the pad. The '0' will pad the cents with zeros. This function must be nested inside the CSV function. For example: {CSV: «{FormatNum: ÷{DocAmnt}÷, 8, 2, ' ', '0',}»} Commas can be removed from the Payee data with at String Translation (StrTran) function, though this is often handled before the Positive Pay file. An example of the StrTran follows: «{StrTran:÷{DocRecip}÷, ',', ''}» The ',' identifies the value to change, in this case the comma, and the '' replaces the comma with a blank. Similar to the FormatNum function, the StrTran function must to nested in a CSV function. For more information, see the Substitute Functions section of the PrintBoss Manual available on our web site, http://www.wellspringsoftware.com/, under the Support menu.
7/31/2014 Topic: Multiple PrintBoss users with Cloud 9 paula Administrator	From: Paula Manker [mailto:paula@wellspringsoftware.com] Sent: Wednesday, July 30, 2014 5:14 PM Subject: RE: PrintBoss and Cloud 9 Cherie – Cloud 9 hosts PrintBoss so it can be accessed by users in multiple locations, but you are correct that each user can access the PrintBoss bank records unless security is set otherwise. Even with security on, I would not recommend allowing clients to access the same copy of PrintBoss as the bank names will display in a list if PrintBoss cannot auto identify the correct bank. If the clients will not be printing checks, you can use PrintBoss security to prevent clients from accessing the program. The PrintBoss printer driver is a virtual printer driver and cannot be properly loaded by Cloud 9 for printing if PrintBoss is installed on your local computer. Though we have other clients using Cloud 9, they are all hosting PrintBoss as well. We do not have a separate solution with Cloud 9 at this time.
7/31/2014 Topic: Registry Virtualization paula Administrator	According to Microsoft, the registry becomes virtualized when the user does not have sufficient rights to the registry. PrintBoss includes a script that produces the Virturalized Registry message when it cannot write to HKEY_LOCAL_MACHINE\Software. From Microsoft: "Registry virtualization is enabled only for the following: •32-bit interactive processes. •Keys in HKEY_LOCAL_MACHINE\Software. •Keys that an administrator can write to. (If an administrator cannot write to a key, then the application would have failed on previous versions of Windows even if it was run by an administrator.) See: http://msdn.microsoft.com/en-us/library/aa965884(VS.85).aspx" Turning off the UAC will disable the registry virtualization function. See:http://social.technet.microsoft.com/Forums/windows/en-US/83867341-c7a1-40c9-857e-098121072786/how-to-disable-filesystem-and-registry-virtualization-on-windows-7-?forum=w7itprosecurity The computer will need to be restarted after the User Account Controls are turned off.
8/7/2014 Topic: Bank List Security paula Administrator	Javier - PrintBoss has a 'User Security in Banks' feature that can be enabled under Security settings. Once this feature is enabled and someone signs into PrintBoss as the Administrator, users can be given access to specific bank records. An unauthorized user cannot open or use a bank record, but they can see it in the bank list. Please refer to the Support Documents page of our web site for specific details. The document you want it titled, ‘Bank Security – Two Approaches’. It can be found under the How To/Bank Accounts folders.
8/7/2014 Topic: Bank List Security paula Administrator	Javier - The next check number is not currently included in the list of primary fields, but that is a good idea. I will pass this along to our development team.
8/13/2014 Topic: Bank List Security paula Administrator	Javier - I see your dilemma. This is the first time someone has asked for the ability to see and use a bank record, but not Edit the bank record. We do not have a security setting for this request. When Edit capabilities are removed, the user cannot view the list, either. The only exception is the pop-up list that appears for some accounting systems when PrintBoss cannot auto select the bank record. Our development team will review this request and we will get back to you through email.
9/2/2014 Topic: Wanted: Beta Testers Version 6.0 paula Administrator	We are looking for beta testers of the new PrintBoss version 6.0. Initially, this new version will include the ability to FTP bank files and use Gmail for email. More features will follow after the beta test goes live. Please email your contact information to paula@wellspringsoftware.com if you are interested. Thank you! edited by Nancy on 9/3/2014
9/11/2014 Topic: Email of Pay Stubs blocked on outgoing email serv paula Administrator	From: Paula Manker [mailto:paula@wellspringsoftware.com] Sent: Friday, September 05, 2014 2:49 PM Subject: RE: Email of Pay Stubs being blocked on outgoing email server We do hear this occasionally from our Canadian clients and the answer is to contact the ISP and ask to be white listed. They typically understand more people are moving away from paper to electronic communications and the sender has a valid business reason for batch emailing. Best Regards, Paula Manker

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