3/23/2010 Topic: Exchange 2007 SMTP settings Nancy Administrator	Exchange Server, by default, does not allow for mail relay. If you are sure the user name and password are correct, then you will need to open up the Exchange Server for mail relay. Here are the menu choices from an earlier version of Exchange that seemed to work. System Manager (Storage Group) or (Administrative Group / Servers / <SpecificMailServer> ) Protocals SMTP Protocal SMTP Virtual Server (Right Click Properties) Click on "Access" tab Click on Relay Restrictions Add the appropriate PC/Group/Domain <em>edited by Nancy on 3/23/2010</em>
3/24/2010 Topic: Exchange 2007 SMTP settings Nancy Administrator	When considering re-configuring your network, you really need to get your Network/Exchange Administrator involved. PrintBoss simply needs an SMTP with an authentication that will allow E-mail relay. PrintBoss users have successfully used Exchange to be that SMTP server, but setting up the Exchange server is generally outside of our expertise or authority as PrintBoss technical support. After Googling: ‘exchange server 2007 SMTP relay settings’ it is evident that Microsoft did change a lot of the methodology used to enable Exchange to act as an SMTP relay between 2003 & 2007. Considering the depth of the subject and our unfamiliarity of Exchange, you might execute the same search. There is LOTS of information. There are two alternatives to using Exchange. 1) Virtually all internet providers (DSL, cable, T1) provide an SMTP server access as part of their service. If you can get that authentication information, just use that in the PrintBoss setup--then Exchange is out of the picture. 2) The Enterprise version of PrintBoss can put the emails into the Outlook Outbox of whichever workstation PrintBoss is running from when a batch of documents is sent. Outlook can be used to manage the emails. Please see the Tutorial ‘Emailing via Microsoft Outlook with Enterprise’ and the Training Notes ‘Email Settings’ on our webpage under Training/PrintBoss Training for additional information.
3/26/2010 Topic: Creating a Positive Pay CSV file or CSV log file Nancy Administrator	Included in PrintBoss version 5.65.0 (dated 03/23/2010) are two new Positive Pay sample files. These are 'SampleCSVLogFile.ppp' and 'SampleCSVPosPay.ppp'. These files can be used to create either a log file or positive pay file in a CSV format from data passed to PrintBoss as part of a check run. The files are easily imported from the Positive Pay / ACH File editor. Once imported, you can modify these sample files to meet your specific need. More information about editing forms and creating Positive Pay copies can be found on the website under Training/PrintBoss Training/ Forms. http://www.wellspringsoftware.com/Support/DynamicSupport/Files/Root/PrintBoss/How%20To/Forms/PrintBoss%20Form%20Files.pdf <em>edited by Nancy on 3/26/2010</em>
4/22/2010 Topic: BANKS.PBB filelocked or secured Nancy Administrator	We have found that this issue can usually be solved by one of the following solutions: 1. Exclude the entire PrintBoss folder from the anti-virus scans. Alternatively, you can exclude the following PrintBoss extensions: .smt, .dbf, and .pbb. 2. Check the box labeled ‘Alternate Workfile Delete Method.’ This check box is found on the PrintBoss/ Options/ Configuration/ Legacy tab, in the lower right hand corner in the latest versions of PrintBoss (version 5.64.x). 3. In the latest version of PrintBoss 5.65.1 dts 04/07/2010, functionality was added to help work about anti-virus scans that tend to hold onto PrintBoss files while PrintBoss is attempting to access them again. These are typically the .pbb and .smt files (banks and PB forms). On the same Legacy tab as the "Alternate Workfile Delete Method' check box, there is a place to indicate to PrintBoss how many milliseconds to wait before another attempt is made to access the file. The default is 100 milliseconds. Some clients have increased the number to 500 milliseconds. Two have set it to 1000 milliseconds to work on their system.
4/26/2010 Topic: BANKS.PBB filelocked or secured Nancy Administrator	Alvin, at this point it might be best to call for Technical Support as outlined in your support agreement. You have one of three workstation working, so there is something specific to the other two workstations that we can address by looking over their settings. edited by Nancy on 6/28/2012
4/28/2010 Topic: Slow Printing Nancy Administrator	Before we can determine what to do, we should determine where the slowness is happening. You will need to break the process down and observe what happens at each step. First set the PrintBoss form to 'Batch' print mode. You do this by changing the Print Time on the Multi-Parts & Printers tab in the Form Editor. Next print your A/R .rpt to PREVIEW in Accpac. Note the amount of time it takes to build the report. Now, from Preview, print the report to the PrintBoss Printer. Note the amount of time it takes to send the report to PrintBoss. From the PrintBoss Workfile, print the batch to the printer and note the amount of time it take to print the report. If you determine that the slow down is between PrintBoss and the printer (the last step in the process) then there are several settings on the PrintBoss/Options/ Configuration/ Internal tab which may help in regulating the flow of data to your printer. Please see the PrintBoss Manual pages 19 and 20 for information on these settings. The PrintBoss User Manual can be found on our webpage under the Training tab.
5/7/2010 Topic: Integration - change to a new system Nancy Administrator	We have more than 30 standard interfaces to accouting systems. A list of these can be found on our website. Go to Support/ Support Documents, then enter the search term 'software.' The PrintBoss software compatibility list will be listed as a choice. If your new accounting system is not on the list, it may be possible to create a custom interface. The key to a successful interface is the data that your accounting system provides. We are happy to provide price quotations for custom work. We will need some data from you to take a look over prior to quoting. Give us a call if you are interested in pursuing this further.
5/7/2010 Topic: Check Numbers not Printing Nancy Administrator	Depending on which accounting software you use, the check number comes either from the host accounting system or from PrintBoss. So the bank account setup in PrintBoss is not the same for every installation. The best recommendation is to look over the PrintBoss Install Notes and use them as a troubleshooting guide. There is a section devoted to setting up bank accounts. The PrintBoss Install Notes can be found in your PrintBoss folder, in the sub-folder called DOC.
5/17/2010 Topic: Signature Disk not required for new installation Nancy Administrator	This would not be typical behavior. Normally the encrypted signature (.sig file) is copied to the PrintBoss/Logos folder. It is then associated with a Bank Account on the 'Signatures & Logos' tab. There is scripting on the Runtime Objects tab of the Form/Editor which designates computer drives to check before printing the encrypted signature. The script should look like this with the drive letters specified at the end of the line: #[FileExists,"{BSigFile}"][AmntRange, {BSigLo}, {BSigHi}]Pic {BSIGX}, {BSigY}, "{BSigFile}", "/Width:{BSIGWD} /Height:{BSIGHT} ",,DEFGA^ The easiest way to edit this line is to double-click on it and then edit the Command Properties box.
5/19/2010 Topic: How to generate invoices to files? Nancy Administrator	With any version of PrintBoss you can easily create a .PDF copy automatically. With the Enterprise edition, you can dynamically name the file with variables. Go to the Editor of the form. On the Settings tab, increase the number of copies by one. Next click on the Multiparts & Printers tab. Click in the space labeled <Default PrintBoss Printer> and using the drop down arrow choose <PDF File> as the Destination Printer/Device. Next, click on the Settings tab and note that you now have a new PDF tab to the right . Click on it and begin filling in the Output File parameters. Note that the suggestion in the drop down box for Destination File Name are for Enterprise edition as they make use of standard variable. You will find additional information on setting up a PDF file on our website. Go to Support/ Support Documents and search for PDF. The result will be a document titled Creating a PDF file with PrintBoss.
5/20/2010 Topic: How to generate invoices to files? Nancy Administrator	The PB32.chm file is to be saved to your PrintBoss folder. Once it is there, F1 can be used within PrintBoss to view the Help files. The answer to which invoice report to use, depends on your accounting software. If you want to use something other than the standard reports, we may need to create a custom interface. <em>edited by Nancy on 5/26/2010</em>
5/20/2010 Topic: How to generate invoices to files? Nancy Administrator	In general terms, when working with Accpac files we place a PrintBoss Trigger in each Crystal .rpt that is sent to PrintBoss. This trigger pulls serveral data elements from Accpac and communicates to PrintBoss information such as the PrintBoss form name, the dollar amount of a check, who to pay, etc. In the case of an Invoice, the PrintBoss form name is usually the only data element in the trigger unless you are going to email or fax the report. A basic PrintBoss trigger would be: PB#INFO [PrintBoss Form Name]. The PrintBoss Form Name is usually and 8-character name. If you open a standard PrintBoss .rpt file with Crystal, you will see the trigger in a small blue font. Note that it is on a line by itself. The trigger will automatically be blanked from the final document. You can place a PrintBoss trigger in a copy of your custom report. You will also have to create a corresponding PrintBoss form. You do that from the PrintBoss Master Application screen. Go to Edit / Form Files. You can copy and existing blank form and rename it. This should get you started. Wellspring Software can provide programming services to create a custom output for you that matches your report. Please feel free to contact our Sales line to discuss this possibility.
5/25/2010 Topic: How to generate invoices to files? Nancy Administrator	PrintBoss does not generate the invoice. The invoice is passed to PrintBoss to format (add grids, change fonts, add logos...) and then send to the printer. I think the only element you need in your PrintBoss trigger is the PrintBoss form name. You can then simply add the following text to your Invoice report: PB#INFO [PB-form-name]. And then establish the [PB-form-name] in PrintBoss. I believe the best way to answer your questions is to call Technical Support. We do provide 30 days of support to get new installations up and running. Normally custom work is not included, but I believe your solution can be easily implemented with a short screen sharing session.
5/26/2010 Topic: How to generate invoices to files? Nancy Administrator	I don't recognize this as a PrintBoss warning. Does the Warning pop-up if you print your Accpac Invoices to preview? From preview, does it pop-up when you choose the PrintBoss printer in Accpac? Or does it pop-up after PrintBoss has received the document and begins processing? No bank data should be coming from PrintBoss when formating an invoice.
5/26/2010 Topic: How to generate invoices to files? Nancy Administrator	Is it possible that your PrintBoss trigger is including a space for BankData? Make sure that your trigger is just PB#INFO [form-name]. That should be all you need to print an invoice.
5/26/2010 Topic: How to generate invoices to files? Nancy Administrator	Your PrintBoss trigger, as it is now, is much more complex than it needs to be for printing invoices. To reinterate, your PrintBoss trigger simply needs to be PB#INFO [form-name]. You can delete the rest of the scripting. Your form name should not be {DocNo} because that is a specific variable used by PrintBoss for processing checks. It is quite possible that the standard, out of the box, Invoice reports would work for you. When you purchase PrintBoss software and a Support Agreement our Technical Support staff is available to help get the system up and running. <em>edited by Nancy on 5/26/2010</em>
5/28/2010 Topic: Footer objects on form Nancy Administrator	Adele, try this: #[Copy, 0]SkipPage «[Inu,'19075', '{ACCT}']» Please note that you can just type #SkipPage on either the RunTime or Footer Objects page of a form, double-click on the it and the Command Properties box will display. There is a 'Condition' information button in the lower left-hand corner. When you clik on it, the 'Condition Function Template Selector' box will display. From this box, you can choose the conditions you want to place on your command. <em>edited by Nancy on 3/15/2012</em>
5/28/2010 Topic: Positive Pay Files - sample script Nancy Administrator	If you choose to have Wellspring Software create Positive Pay files for you or your clients the following are instructions for installing the Positive Pay file we will send. 1. Drag the attachment over the launched PrintBoss Master Application. PrintBoss will save it to the correct location. 2. Click on the Edit menu and select Form Files. 3. Select your PrintBoss form and click the Editor button. 4. Click on the Multi-Parts and Printers tab. 5. Click on the Source Tray column and select new .ppp file. 6. Click on the page symbol to open the Positive Pay Editor. 7. Enter the File Path and Name to change the destination of the Positive Pay file. 8. Click OK to save changes and close the Positive Pay Editor. 9. Click OK to save changes and close the Form Editor. <em>edited by Nancy on 5/28/2010</em>
6/10/2010 Topic: Office 2010 support? Nancy Administrator	Yes!
6/10/2010 Topic: Printboss Version error Nancy Administrator	What version of Accpac are you running? While we work diligently to keep PrintBoss backward compatible, this may be a very old custom report. We'd be happy to take a look at it with you when you have a moment to call Technical Support. edited by Nancy on 6/28/2012

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