Wellspring Software PrintBoss Nancy Pearce BAASS Business Solutions Senior Business Consultant
Make SMART documents! <ul><li>User YOUR rules to manage accounting documents </li></ul><ul><li>Printing cheques </li></ul>...
Printing cheques <ul><li>Increase security by printing onto blank check stock   </li></ul><ul><ul><li>cheque stock has no ...
One cheque stock <ul><li>Stop swapping cheque stock in & out of the printer  </li></ul><ul><li>Stop matching cheque stock ...
Add Security <ul><li>BLANK STOCK: The blank cheque stock eliminates the possibility of someone getting any bank or company...
more Security <ul><li>EMPLOYEES: Decide which users have permissions to access each menu of the software </li></ul><ul><li...
PDF copies <ul><li>PrintBoss Enterprise can name & file your PDF document based on data in the document, such as the Invoi...
Archive copies <ul><li>Automatically create a PDF copy simultaneously as it prints the original  </li></ul><ul><ul><li>Pay...
Manage what goes where <ul><li>Simultaneously print to multiple printers or trays </li></ul><ul><li>Stop purchasing expens...
Email copy simultaneously  <ul><li>An email copy of any document can be sent automatically from PrintBoss. Documents are c...
Not just Accpac <ul><li>Compatible with a variety of programs including Sage products - Simply Accounting, MAS 90, MAS 500...
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Al 2011 presentation printboss

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Al 2011 presentation printboss

  1. 1. Wellspring Software PrintBoss Nancy Pearce BAASS Business Solutions Senior Business Consultant
  2. 2. Make SMART documents! <ul><li>User YOUR rules to manage accounting documents </li></ul><ul><li>Printing cheques </li></ul><ul><li>Positive Pay file generation </li></ul><ul><li>Printing to multiple printers </li></ul><ul><li>Add bar codes </li></ul><ul><li>Fax or email copy simultaneously </li></ul>
  3. 3. Printing cheques <ul><li>Increase security by printing onto blank check stock   </li></ul><ul><ul><li>cheque stock has no bank information </li></ul></ul><ul><ul><li>Coloured background </li></ul></ul><ul><ul><li>Perforated stubs </li></ul></ul><ul><ul><li>2 nd stub can show compressed cheque and remitted stub for file copy </li></ul></ul><ul><ul><li>MICR toner in dedicated printer with stock </li></ul></ul><ul><li>Especially useful if you have multiple banks </li></ul>
  4. 4. One cheque stock <ul><li>Stop swapping cheque stock in & out of the printer </li></ul><ul><li>Stop matching cheque stock with the right account, or even the right cheque number </li></ul><ul><li>Use one blank stock for all cheques - Accounts Payable or Payroll </li></ul><ul><li>Save money on ordering more than you need for small volume bank accounts </li></ul>
  5. 5. Add Security <ul><li>BLANK STOCK: The blank cheque stock eliminates the possibility of someone getting any bank or company information by stealing cheque stock </li></ul><ul><li>BANK ACCOUNTS: Password-protect each account to prevent unauthorized access when printing </li></ul><ul><li>CHEQUES: Add security features to the printed face of the cheque </li></ul>
  6. 6. more Security <ul><li>EMPLOYEES: Decide which users have permissions to access each menu of the software </li></ul><ul><li>SIGNATURES: No signature stamp to manage. Electronic signatures can be locked & audited for use </li></ul><ul><li>POSITIVE PAY: Automatically create a Positive Pay file to meet Bank security regulations to eliminate fraud </li></ul>
  7. 7. PDF copies <ul><li>PrintBoss Enterprise can name & file your PDF document based on data in the document, such as the Invoice Number, the document date, or the payee. </li></ul><ul><li>Password protect PDF files. </li></ul><ul><li>Set PDF files to be read only (not printable) </li></ul>
  8. 8. Archive copies <ul><li>Automatically create a PDF copy simultaneously as it prints the original </li></ul><ul><ul><li>Pay employees by EFT, email their advice and save a copy on a secure drive </li></ul></ul><ul><li>PrintBoss Enterprise will even name & file the document for you! </li></ul><ul><li>Need a backup copy of that payroll cheque? </li></ul>
  9. 9. Manage what goes where <ul><li>Simultaneously print to multiple printers or trays </li></ul><ul><li>Stop purchasing expensive pre-printed forms </li></ul><ul><li>Print from different paper trays (to achieve different colors for different copies – so you eliminate expensive multi-coloured collated paper) </li></ul><ul><li>Print to different printers (so each copy will print in a location where it will be used; sales department, warehouse, accounting department, etc.) </li></ul>
  10. 10. Email copy simultaneously <ul><li>An email copy of any document can be sent automatically from PrintBoss. Documents are converted to an Adobe PDF file which is attached to the email. </li></ul><ul><li>A single document can be emailed individually or a batch of documents can be sent automatically via an SMTP mail server. </li></ul>
  11. 11. Not just Accpac <ul><li>Compatible with a variety of programs including Sage products - Simply Accounting, MAS 90, MAS 500, X3, Business Vision </li></ul><ul><li>Citrix internal servers are supported </li></ul><ul><li>Send text files with triggers to tell Printboss what to do – PDF, email or print a form with graphics, ie: Invoice </li></ul>
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