5/5/2011 Topic: PrintBoss Select Installation Notes Nancy Administrator	PrintBoss Select software is designed to be used with QuickBooks accounting software exclusively. With "Intelligent Document Distribution" capabilites, PrintBoss Select prints checks or deposit slips anywhere on your network. PrintBoss Select installs with an unlimited number of Bank Account records. Each Bank Account can have encrypted, secure signatures automatically printed based on dollar amounts or other conditions. Positive Pay and ACH files can automatically be created to your banks specifications. After you have installed PrintBoss Select software and before printing checks the following must be done: 1. Designate the check printer in PrintBoss, 2. Enter your Bank Account information in PrintBoss, 3. Verify the required PrintBoss settings and other common settings, 4. Setup printing Checks/Paychecks in QuickBooks. Setting up printing Checks/Paychecks in QuickBooks requires these three things: 1. Choose the PrintBoss printer driver as the printer, 2. Use the Voucher style check, 3. Check the box to 'Print Company Name and Address on the check.' To read more go to PrintBoss Select Installation Notes. edited by Nancy on 7/5/2012
5/12/2011 Topic: PrintBoss Release 5.70.6 dated 05/05/2011 Nancy Administrator	The latest release of PrintBoss includes the following changes: Update to Positive Pay file: The BATCHAMNT variable can be added to the header of a Positive Pay file. Updated Wellspring Fax Service screens: • Added text to the reorder flyover hints and used WrapText to keep the hint from spanning across the screen. • Set the Fax Service Log form so that its minimum size is 800x200. Increased the length of the PDF File Name: The maximum length for a PDF filename is 80 characters. Windows “ShortFileNmes” are now used for the folder which will allow for deeper/longer path names. <em>edited by Nancy on 5/12/2011</em>
5/26/2011 Topic: PrintBoss Secure Signatures Nancy Administrator	Can PrintBoss print signatures on checks? Yes. PrintBoss may use a BMP, PCX, JPG, or our custom SIG file types to print signatures on checks. Can PrintBoss use multiple signatures on a check? Yes. While there is no limit to the number of signatures used on a check, the PrintBoss program is setup to easily add 2 signatures to a check. Can PrintBoss use different signatures for different accounts? Yes. When editing each bank record within the PrintBoss program, there is an option to designate up to two signatures associated with the bank record. Each account may reference the same or different signature files. Can dollar ranges be associated with signatures? Yes. When assigning a signature file to a bank record within the PrintBoss bank records, there is an option to also designate the dollar range of when the signature should print. The ranges may be different for the different signatures and they may be different for the same signature in different accounts. What are PrintBoss Signature key disks? Signature key disks are “keys” to unlock our custom made SIG files. These files are “locked” files that cannot be used unless a “key” is in the computer at the time the checks are printed. Without the “key” disk, the checks will print without the signatures. What are the benefits of using a signature key disk? Signature key disks can add a level of security to check printing. The SIG files are a locked file type that cannot be simply dropped into another program and they cannot be used without the “key”. This prevents misuse of a signature in electronic format. Must I use a PrintBoss Signature key disk to print signatures with PrintBoss? No. If you choose to use an unlocked BMP, PCX, or JPG file of your own, no key disk is necessary. PrintBoss will simply add the file at the time of printing checks. The Signature key disks are only required when using our custom made SIG file types. How are signature key disks priced? Signatures key disks are priced by the signature files. The cost is $90 per signature for the “lock” on the file. Key disks are available in three media types.. You may choose to receive a floppy disk as a “Key” to a locked file at no extra charge (up to 3 per file). You may choose instead to have 1 CD as a “key” to a locked file at no extra charge. If you prefer to have a US B Key (memory stick) as the “Key” for a locked” file, then there is a $15 charge per USB disk. We supply the actual disk media in all cases. How can I copy my signature key disk? Our “Key” disks may not be copied using a traditional “disk copy” using Windows or DOS commands. There is a utility within the PrintBoss software that will allow authorized users the ability to duplicate the “key” disks. When I copy my signature key disk, why isn’t the signature file also copied? The duplication process is duplicating the “Key” that is encoded in the disk. The files themselves are locked and are not required to be on the key – they are typically kept in the PrntBoss\Logos folder. Remember, these files are locked and cannot be used unless the proper “key” is in the computer.
5/26/2011 Topic: PrintBoss Security Nancy Administrator	PrintBoss Software: PrintBoss includes numerous features that protect you and your company from check fraud and security breaches. PrintBoss allows you to restrict access to design functions and printing options as well as providing several secure options for printing signatures and for creating positive pay information. The following is an overview of the wide variety of security features offered by PrintBoss. Setting access to the PrintBoss application • Control access through password and/or user disk • Assign access according to individual user • Set automatic login to match Windows username • Assign different levels of access within PrintBoss to each user • Restrict access to certain features within the program, such as: - Opening workfiles - Printing checks - Accessing archives - Editing forms - Editing bank accounts - Printing hand checks - Changing configuration settings Using graphic printing security features • Print check amount with special security digits • Create a security background behind numeric and/or alpha text objects and digital signatures • Print Secure Seal on check to confirm payee, amount, check number and date • Block out numeric text on copies • Print security-protected electronic signature(s) using physical key and/or password • Set archive printing so that, when using a .sig file, the digital signature cannot be printed from the archives Wellspring Software Check Stock: Checks printed through PrintBoss are even more secure when printed to Wellspring Software’s specially designed check stock. Our check stock is top-quality, 24-pound check stock carefully planned for safe, easy and secure check printing. Check stock security features include • Toner grip paper • VOID pantograph • Rainbow background • Micro printing • Watermark • Endorsement box • Fluorescent fibers • Chemical detection
5/26/2011 Topic: PrintBoss NT40 vs PrintBoss 50 driver Nancy Administrator	Which PrintBoss printer driver should I use? If you have been using the PrintBoss NT40 printer driver successfully, in most cases there is no reason to change to the PrintBoss 50 driver. However, you should use the PrintBoss 50 driver under the following circumstances: • If this is a new install on a Windows 2003 or 2008 terminal server or Vista and Windows 7 on a work station. • If you have Enterprise edition of PrintBoss and want to send graphics from your accounting system through PrintBoss. • If you’re using QuickBooks Online. I’ve upgraded my PrintBoss to v.5.0 (or above). Shouldn’t I use the PrintBoss 50 driver? Not necessarily. The PrintBoss 50 driver will work if you install it. However, you may want to continue using the PrintBoss NT40 driver if this driver is specifically setup with your accounting system or to avoid confusion for users. I’m installing PrintBoss for the first time. Should I select the PrintBoss 50 driver? The PrintBoss PB50 printer driver installs by default beginning with version 5.6. Prior to version 5.6, PrintBoss will install the printer appropriate for your computer with the default set as NT40 if there is no preference. What are the differences between these two printer drivers? The PrintBoss NT40 driver will be automatically strip out all graphics and only send text to PrintBoss. This “raw data” is then formatted and graphic images (such as grids, logos and digital signatures) are added through the PrintBoss form. The final product is then sent to a Laser Jet printer. The PrintBoss NT40 is a kernel-mode printer driver. However, the default settings for a Windows 2003 server do not allow the installation of a kernel-mode driver. These default “group policy” settings must be changed to allow installation of a kernel-mode printer such as the PrintBoss NT40 printer driver. Before the PrintBoss 50 driver was released, users had to adjust this “group policy” default setting to allow the installation of the PrintBoss NT40 driver on a 2003 server. Now 2003 users can install the PrintBoss 50 driver and avoid this problem. edited by Nancy on 7/5/2012
5/26/2011 Topic: Print Boss Bank Modules Nancy Administrator	What are Bank Modules? A Bank Module is a block of five additional bank accounts (records) that can be added to the PrintBoss Bank list. When first installed, PrintBoss has ten bank accounts available. One or more Modules can be added at any time when you need more than ten bank account records. The exceptions are PrintBoss Enterprise and PrintBoss Select which install with an Unlimited Bank Module. Bank Modules are also often referred to as Bank Keys. How much do they cost? One Bank Module, consisting of five additional bank records, is $75. Bank Modules can be ordered from the Wellspring Software, Inc. webpage: www.wellspringsoftware.com. Go to the Order It Now section and scroll to Bank Modules. You will need a credit card to place web-orders. How do I install additional Bank Modules? After purchase, instructions for installing the Bank Module will be e-mailed to you. Installation is easily done through the PrintBoss installation utility. You will be prompted to enter the serial number and bank code that will also be in the e-mail. Can I get an unlimited number of bank accounts at one time? Yes, you can purchase an “Unlimited Bank Module.” This will allow you to continually add bank accounts as needed. When the number of purchased bank records reaches 80 (the equivalent of 14 additional Bank Modules), the number of available records becomes unlimited. When purchasing an “Unlimited Bank Module” license you will get full credit for any additional Bank Modules you purchased previously toward the purchase of the “Unlimited Bank Module” license.
5/26/2011 Topic: Positive Pay Files Nancy Administrator	What is Positive Pay? Positive Pay is a program offered by banks to eliminate processing of fraudulent checks. A file listing all approved checks is sent from the customer to the bank. The bank then only cashes checks that match this file. Any checks that do not match the file exactly are not cashed by the bank. Not all banks offer Positive Pay. Please contact the bank for specifics. How does PrintBoss support Positive Pay? PrintBoss can generate a file simultaneously as it prints checks. This file is treated as a “copy” of the checks. Within the PrintBoss software, once the Positive Pay file “copy” is activated, there are options to define the structure of the file. This allows for configuring to match the bank’s specifications. Positive pay is a standard feature that may be activated in either PrintBoss or PrintBoss Enterprise. How should the Positive Pay file be formatted? Each bank will have its own specific layout or “specification”. This will define the information that should appear in the Positive Pay file, the order of the information, and the specific formatting of the information. Typical items that are in positive pay files include the check number, date, and amount. Please contact the bank for specifics. How does the bank receive the Positive Pay file? Some banks will want a positive pay file to be emailed to them. Others may prefer to have the file uploaded to an ftp site. Please contact the bank for specifics. What version of PrintBoss is required to use the Positive Pay feature? PrintBoss Select, Standard and PrintBoss Enterprise Editions include the Positive Pay feature.
5/26/2011 Topic: PrintBoss and ACH FAQ Nancy Administrator	What is ACH? Automatic Clearing House (ACH) is a nationwide electronic funds transfer (EFT) system that provides for the inter-bank clearing of credit and debit transactions and for the exchange of information among participating financial institutions. Direct paycheck deposits and debit card purchases are two examples of electronic fund transfers that go through this network. How does PrintBoss create an ACH file? Processing ACH payments is fast, easy and efficient with PrintBoss. Set-up takes minutes and processing ACH payments is as easy as printing your check batch as you always do. The efficient design means you only need to maintain your employee/vendor payee list with any updates between check runs. The rest of the information comes from the appropriate PrintBoss Bank Account record and the check batch as it is processed. The ACH file created by PrintBoss is a text file built to NACHA specifications. Your financial institution will explain how to transfer this file to it for processing payments. What information is required to begin processing an ACH file? ACH file specifications are established by NACHA – The National Automated Clearing House Association. The ACH file created by PrintBoss is compiled from data stored in the ACH Definition section of the PrintBoss Bank Account record, a Payee List, and the check/EFT batch being processed. Your bank will supply you with the codes that will identify it and your company to the ACH network. These unique codes indentify the institution that originates the transaction and the institution that will receive the transaction. You will also need information about the vendors and/or employees you will be paying via an ACH transaction. This will include the name as it appears in your accounting system, an optional unique identification number (in case you have two employees named Bob Smith) and an email address if the payee is to receive an email notification of the transaction. Can direct deposits made for employees go to multiple accounts? The PrintBoss software can parse payments into as many as three separate accounts per payee. Can I print regular checks for those employees and vendors that do not want to participate in EFT? PrintBoss will distinguish between those payees that receive EFT payments and those that want printed checks. PrintBoss can also automatically email an advice to those payees that do participate in a direct deposit program. What version of PrintBoss is required to create ACH files? PrintBoss 5.65.1 and above contains a file with the standard NACHA specifications for use with PrintBoss. Is there an additional cost to create ACH files? There is no additional cost to begin using PrintBoss for ACH transactions. The ability to create ACH files is part of the standard functions in the Standard, Enterprise Edition, and PrintBoss Select for QuickBooks© users. edited by Nancy on 2/27/2014
6/2/2011 Topic: Sage 50-Canadian (fka Simply Accounting) Nancy Administrator	Please see: Sage 50--Canadian Installation Notes. These are notes for typical setup of Sage 50 - Canadian Edition (fka Simply Accounting) with PrintBoss. For specific setup, please refer to the PrintBoss User Manual. edited by Nancy on 4/30/2015
6/2/2011 Topic: Sage 300 Construction/Trade Specialty (Timberline) Nancy Administrator	Please see: Sage 300 Construction/Trade Specialty (Timberline) These notes are for a typical setup of Sage 300 Construction/Trade Specialty with PrintBoss. For specific setup, please refer to the PrintBoss User Manual. edited by Nancy on 3/12/2015
6/2/2011 Topic: Sage 100 Contractor (fka Sage Master Builder) Nancy Administrator	Please see: Sage 100 Contractor Installation Notes. These are notes for typical setup for Sage 100 Contractor with PrintBoss. For specific setup, please refer to the PrintBoss User Manual edited by Nancy on 4/30/2015
6/2/2011 Topic: Sage 500 ERP (fka Sage ERP MAS 500) Nancy Administrator	Please see: Sage 500 ERP Installation Notes. These are notes for typical setup for Sage 500 ERP and PrintBoss. For specific setup, please refer to the PrintBoss User Manual. edited by Nancy on 4/30/2015
6/3/2011 Topic: PrintBoss Release 5.70.7 dated 06/03/2011 Nancy Administrator	The latest release of PrintBoss includes the following changes: 1. When viewing either the Work Files or the Archive Files a new INFO button appears in the bottom right of the window. The INFO button will Display/Hide a new details panel which shows copy information about the highlighted form. Copy information includes the number of records in the Work File, the copy types (ie. PosPay, PDF, etc.) and the Print Time designation. 2. When “Enable Master Menu Status Panel” is selected under Options|Configuration|Menus, fly over hints are available. They appear in the status bar at the bottom of the window. 3. For ready access to Technical Support Screen Sharing, there is now a direct link from the Help|Online menu to a Team Viewer page on the Wellspring Software webpage. 4. Sage Accpac ERP 6.0 spec files are included in this release. <em>edited by Nancy on 6/6/2011</em>
6/3/2011 Topic: Sage 100 ERP (fka Sage MAS 90 and 200) Nancy Administrator	Please see: Sage 100 ERP Installation Notes. These are notes for typical setup for PrintBoss with Sage 100 ERP. For specific setup, please refer to the PrintBoss User Manual. edited by Nancy on 4/30/2015
6/6/2011 Topic: ACH Payment file & Positive Pay file Nancy Administrator	Nancy, there is information about both of these PrintBoss features included withn this Forum and on our web page. From the Forum Home position go to Support Documents. There are sections for ACH and Positive Pay as subtopics and both have links to detailed documents. Also from the Forum Home position we have FAQ documents on ACH and Positive Pay you might find helpful. With Positive Pay we've found that banks have their own unique requirements, so we provide a detailed example with PrintBoss that can be customized to your bank's specific requirements. ACH file formats are governed by NACH, the national standards organization, so the file formats in PrintBoss were designed specifically to their requirements. All you need to do is to create your list of Payees and create a PrintBoss ACH 'copy.' The ACH file will be created automatically with your check run. <em>edited by Nancy on 6/6/2011</em>
6/7/2011 Topic: Sage BusinessWorks Accounting Nancy Administrator	Please see: Sage BusinessWorks Installation Notes. These are Installation Notes for a typical setup for PrintBoss with Sage BusinessWorks. For specific setup, please refer to the PrintBoss User Manual. edited by Nancy on 4/30/2015
6/7/2011 Topic: Sage BusinessVision Accounting Nancy Administrator	Please see: Sage BusinessVission Accounting Installation Notes. These are notes for typical setup of PrintBoss with Sage BusinessVission Accounting. For specific setup, please refer to the PrintBoss User Manual. edited by Nancy on 4/30/2015
6/7/2011 Topic: Sage 300 ERP (fka Sage ERP Accpac) Nancy Administrator	Please see: Sage 300 ERP Installation Notes. These are notes for typical setup for PrintBoss with Sage 300 ERP. For specific setup, please refer to the PrintBoss User Manual. edited by Nancy on 4/30/2015
6/7/2011 Topic: PrintBoss and Sage Accpac ERP 6.0 Nancy Administrator	PrintBoss version 5.70.7 contains SPEC files for Sage Accpac ERP 6.0. These new Crystal reports were adjusted to align properly with the corresponding PrintBoss forms. You might notice some slight cosmetic adjustments, like centering labels, have also been made to some PrintBoss forms. This release includes SPEC files for both Accpac ERP 5.6 and 6.0. If you require earlier versions of the standard PrintBoss SPECs, please contact Technical Support so we can provide them to you. We can be reached at Support@WellspringSoftware.com or (636)-527-6100.
6/9/2011 Topic: Sage HRMS (fka Sage Abra HRMS) Nancy Administrator	Please see: Sage HRMS Installation Notes. These are notes for typical setup of PrintBoss and Sage Abra SQL HRMS. For specific setup, please refer to the PrintBoss User Manual. edited by Nancy on 3/19/2015

---