Sage 50 US Edition - Wellspring Software
Contents
1. Checklist and Other Common Settings REQUIRED SETTINGS FILE PRINTER SETUP Select the driver matching the Laser Jet printer The PCL5e is recommended when available Do not use a Post Script PS driver DO NOT select the PrintBoss NT50 printer as the printer from the PrintBoss application EDIT BANK LIST Beginning with PrintBoss version 5 71 1 PrintBoss includes bank Wizards to make the setup easier Simply click on Wizards and choose Bank Creation Each screen has instructions and suggestions specific to Sage 50 US Edition You will be prompted to add a Logo or Signatures after the bank specific portion is completed PrintBoss comes with 10 bank accounts in the Standard edition If more is needed a Bank Key disk will need to be purchased Call Wellspring Software Inc for more information Primary Tab e Bank Code Enter the Sage 50 US Edition company name e Bank Prompt Enter any word or phrase for user recognition e Bank Name and Address Fill in the bank information as it should appear on the checks e Company Name and Address Fill in the company information as it should appear on the checks e Next Check Number DO NOT fillin The check number comes from Sage 50 US Edition e Confirm Check Number Auto MICR Tab e Routing Number Enter the bank account routing number e Account Number Enter the bank account number Use a period to designate a space e Check Number CchkNo or CCCCCC Miscellaneous Tab e 24 Signat2. Preview Close the Preview Steps for Sage Peachtree Editions PRIOR to 2010 Select REPORTS ACCOUNTS RECEIVABLE from the Sage 50 US Edition main screen Double click on the Invoices Pkg Slips folder in the Reports List menu A list of reports will open Highlight Invoice Plain Service and click on the DESIGN button Click on the SETUP button in the Design window Click on the PRINTER button In the Page Setup window Select the PrintBoss 50 printer driver as the printer Click on OK to the Page Setup window Click on the SAVE button Change the name of the form to INV Service PrintBoss Click on Save 11 Close the Design window 12 Close the Select a Report window Printing with INV SERVICE PrintBoss 1 2 3 4 Select TASKS SALES INVOICING from the Sage 50 US Edition main screen Click on the LAYOUT button In the Sales Invoice window Choose lt Predefined gt Service Next create an invoice Click on the PRINT button when the invoice is completed Special Instructions for Inserting Company Name into Checks Standard PrintBoss only These instructions are inserted in Step 8 of the AP and Payroll Check instructions earlier in this section Steps for Sage 50 US Edition prior to 2009 1 2 3 4 5 6 Click on the DATA button on the left menu bar Move the cursor over to the report area Notice that the cursor changes to a cross formation Start at the top left corner of the
3. and PrintBoss are setup it is time to print some documents If a request list pops up when printing then section 2 will need to be reviewed If a bank list pops up saying the following The bank code passed by the Host accounting package Company Name does not match any of the bank codes in the PrintBoss Bank List Please select one from the list below or else select Cancel and no bank information will be included with the document If the bottom right check box is checked and you select a bank the bank code for the selected bank will be updated with Company Name Choose a bank and click on Ok PrintBoss will update its bank code to match the Company Name that is printing through to Sage 50 US Edition If more than one bank has the same Bank Code then the bank list will only show the matching banks Section 5 Auto Bank Select within a Company Standard PrintBoss only Normally when more than one AP or PR bank account occurs within a company the existing accounts will pop up at the start of a batch enabling the operator to choose which one In unusual cases this can be automated using a special technique Unfortunately Sage 50 US Edition does not make available inside their report designer any field that would indicate which bank account the check is being drawn on Here is a work around Decide that each account within a company will have a unique beginning number For example if you had 3 accounts you could begin the check
4. numbers of the first account with 100000 series the second with 200000 and the third with 300000 Then enter the following line in the top of the FOOTER OBJECTS tab of the editor Assign DocBank CompName SubStr DocNo 1 1 The BankCode on the Bank List needs to follow the CompName DocNo format Under OPTIONS FORM BANK REQUEST LIST entry change the Bank field from Request to DocBank
5. report two red lines form the edge of the report click the left mouse button and drag to create a new data field Be sure the field is long enough and wide enough so the full text appearing in the field can be read Release the left mouse button A new window will appear asking for a Data Field Name Click on the Down arrow at the end of the field and choose Company Name Also in the same window UNCHECK the check box labeled Use Printer Font Then click the arrow just below and choose Arial 10 point font Click on OK to accept Now the new data field will have a row of X s If the data field needs to be stretched further to the right to make room for the extra characters move the cursor to the edge of the field until an arrow appears Click and drag to desired length Next click and drag the new field until the bottom of the x s rests on the 1 2 mark on the left ruler The left edge of the text should be just to the right of the red line If at this point the new field is overlapping any of the original fields either resize the new field or move it so that it will not overlap NOTE It is important that this field be the first field in the report and not interfering with any other field Before saving it is important to verify that the text in the report hasn t shifted In the Accounts Payable check the 2nd detail line should be right on top of the 1 inch line In the Payroll check the 6th detail line should be right on to
6. report and start over The form WILL NOT WORK if the text shifts Steps for Sage 50 US Edition 2013 2014 1 2 3 4 Click on the Plus Add button on the left menu and choose to add Data from Sage 50 Select Add data from Sage 50 and click OK Select Company Name from the list of fields and click OK The new field will appear near the top of the page Left click and drag the new data field to the top left corner of the report two red dotten lines form the edge of the report Be sure the field is long enough and tall enough so the full text appearing in the field can be read The bottom of the text should be just above the 7 mark 0 4 on the left ruler The left edge of the text should be just to the right of the red line NOTE It is important that this field be the first field in the report and not interfering with any other field Move the Vendor field on the AP check down slightly to make room for the new Company Name field if necessary 4 Before saving it is important to verify that the text in the report has not shifted If the reports are not aligned correctly abandon this report and start over The form WILL NOT WORK if the text shifts Section 3 PrintBoss Settings The following items are suggested for the Sage 50 US Edition interface This may serve as an installation checklist if problems occur This section is broken into 3 subsections Required Settings these MUST be done after the initial installation
7. Design window Click on the PRINTER button In the Page Setup window Select the PrintBoss 50 printer driver as the printer Click on OK to the Page Setup window Click on the SAVE button Change the name of the form to INV Ship To PrintBoss Click on Save Close the Design window Close the Select a Report window Printing with INV Ship To PrintBoss Select TASKS SALES INVOICING from the Sage 50 US Edition main screen Click on the LAYOUT button In the Sales Invoice window Choose lt Predefined gt Product Next create an invoice Click on the PRINT button when the invoice is completed Click on the SELECT FORM button and select your PrintBoss Invoice Click on PRINTER SETUP and select the PritnBoss 50 driver Click PRINT SERVICE INVOICE Steps for Sage 50 US Editions 2010 2014 13 Select Reports amp Forms from the Sage 50 US Edition main menu Select Accounts Receivable from the list Click on the Forms tab Select Invoices and Packing Slips under Form Types Select Service Invoice and click on the CUSTOMIZE button Click on the SAVE button in the Designer window Rename the report to an appropriate name such as Service Invoice PrintBoss in the Save As screen Click on SAVE Click on the CLOSE button Select your new report from the list Click on the PREVIEW amp PRINT button Click on the PRINT SETUP tab Choose the PrintBoss 50 printer and click OK then Print
8. Wellspring Software PrintBoss Installation Notes www wellspringsoftware com Last changed 20 April 2015 Sage 50 US Edition Formerly known as Sage Peachtree These are notes for a typical setup For specific setup please refer to the user manual The user manual is available at https Awww wellspringsoftware com Support DynamicSupport Directory aspx Select the Manuals folder in the left navigation pane The documents will display in the right pane Choose PrintBoss Standard Enterprise Manual for this product Contents 1 General Information 2 Setup in Sage 50 US Edition 3 PrintBoss Settings 4 Using PrintBoss with Sage 50 US Edition 5 Automatic Bank Selection Standard PrintBoss only Section 1 General Information PrintBoss is an application that adds flexibility and features to the task of printing multi part accounting documents on Laser printers In spite of their superior print quality and speed laser printers have introduced some new challenges with printing accounting documents PrintBoss solves these problems by offering the following features e PrintBoss can print multiple copies of any document e PrintBoss can enable unique printing for each copy such as a legend e Each copy can be printed in a different order or to a different printer or from different trays within the same printer e PrintBoss can allow signatures to be printed on checks with security e PrintBoss can print text or graphics base
9. atically select the bank account based on the company name Click on the SAVE button in the Designer window Rename the report to an appropriate name such as AP PrintBoss in the Save As screen Click on SAVE Click on the CLOSE button When printing AP checks click on the PRINT button When the Print Forms Disbursement Checks window appears click on CHANGE FORM Choose the AP PRINTBOSS form In the Printer section of the Print Forms PrintBoss 50 should be displayed as the printer in the Disbursement Checks window Click on the Print button PAYROLL CHECKS The following procedure simply identifies a report that will be used for Payroll checks and modifies it so it will send output to the PrintBoss printer saving the user from having to select the printer each time Steps for Sage 50 US Editions 2010 2014 1 5 7 Select Reports amp Forms from the Sage 50 US Edition main menu then select Payroll Click on the Forms tab at the top of the page Click on Payroll Checks under Form Types Click on one of the following reports e OCR Payroll Laser Preprinted PT_PR4 e OCR Direct Deposit Advice PT_PR5 e OCR Multi Purp Laser w 15 Flds PT_PR5 e OCR Multi Purp PR Continuous PT_PR5 e OCR Multi Purp w 15 Fids Cont PT_PR5 e OCR Multi Purpose PR Cont PT_PR5 e OCR Multi Purpose PR Laser PT_PR5 e OCR Payroll Preprinted Cont PT_PR5 Click on the CUSTOMIZE button Skip to the instructions at the bottom of this
10. d on conditions of the document e g document amount e Document design can be enhanced The PrintBoss application uses a special Windows Printer driver in order to interface with Sage 50 US Edition Once the appropriate settings are made in PrintBoss and Sage 50 US Edition sending a document to PrintBoss requires no extra steps for the user Section 2 Setup in Sage 50 US Edition Sage 50 US Edition forms are modified to print to the PrintBoss printer driver AP CHECKS The following procedure simply identifies a report that will be used for AP checks and modifies it so it will send output to the PrintBoss printer saving the user from having to select the printer each time Steps for Sage 50 US Editions 2010 2014 1 Select REPORTS amp FORMS from the Sage 50 US Edition main menu and then select ACCOUNTS PAYABLE 2 Click on FORMS at the top of the list 3 Select CHECKS 4 Click on one of the following reports each report name followed by corresponding PrintBoss Form e OCR AP Laser Preprinted PT_AP4 e OCR AP Preprinted Continuous PT_AP4 e OCR Multi Purp AP Continuous PT_AP4d e OCR Multi Purp AP Detail Cont PT_AP4d e OCR Multi Purp AP Detail Laser PT_AP4d e OCR Multi Purpose AP Laser PT_AP4d 5 Click on the CUSTOMIZE button 6 Skip to the instructions at the bottom of this section titled Special Instructions for Inserting Company Name into Checks if you are using standard PrintBoss and would like PrintBoss to automatically select th
11. e 7 8 9 10 11 12 13 14 bank account based on the company name Click on the SAVE button in the Designer window Rename the report to an appropriate name such as AP PrintBoss in the Save As screen Click on SAVE Click on the CLOSE button Select your new report from the list Click on the PREVIEW amp PRINT button Select the PRINT SETUP tab Choose PrintBoss 50 as the Default Printer and click Print Preview Close the Preview Steps for Sage Peachtree Editions 2008 amp 2009 1 2 3 4 5 6 7 8 9 10 11 Select REPORTS amp FORMS from the Sage Peachtree main menu and then select ACCOUNTS PAYABLE Click on the FORMS tab at the top of the page Click on CHECKS Click on one of the following reports each report name followed by corresponding PrintBoss Form e OCR AP Laser Preprinted PT_AP4 OCR AP Preprinted Continuous PT_AP4 OCR Multi Purp AP Detail Laser PT_AP4d OCR Multi Purp AP Detail Cont PT_AP4d OCR Multi Purp AP Continuous PT_AP4d e OCR Multi Purpose AP Laser PT_AP4d Click on the CUSTOMIZE button Click on PRINT in the Designer Window and choose SETUP Click on the PRINTER button in the PAGE SETUP Print Setup for 2009 and 2010 window Choose the PrintBoss 50 printer and click on OK Skip to the instructions at the bottom of this section titled Special Instructions for Inserting Company Name into Checks if you are using standard PrintBoss and would like PrintBoss to autom
12. ition The request list files are stored in the PRNTBOSS REQLIST PEACH folder The BANK field is set to Request by default This will require the user to select the bank each time a batch of checks is run OTHER COMMON SETTINGS EDIT FORMS highlight form EDITOR PT_AP3 PT_AP4 PT_AP4d AP checks PT_DPST Deposit Slip PT_PR3 PT_PR4 PT_PR5 Payroll PT_INV3 Invoice PT_InvS4 Service Invoice Settings Tab e Copies O just the original increase to print copies e Auto Archiving Typically set to Overwrite work files at start of batch If printing copies please refer to the manual for more detail Multi Parts amp Printers Tab These settings are work station and user specific when lt Locally gt is selected under Printer amp Tray Selections Saved In at the bottom of this tab e Print Time Original set to Immediate If copies are set to batch research archiving method settings to avoid lost documents See user manual e Source Tray Pulls the paper from the selected tray This is based on the current printer in the PrintBoss program The tray names may change if the printer selection changes e Destination Printer May be used to send designated copy to a printer other than the PrintBoss default printer This field is also used for other PrintBoss functions such as Emailing Faxing and creating PDF files Section 4 Using PrintBoss with Sage 50 US Edition STANDARD PRINTBOSS Once Sage 50 US Edition
13. k on Save 8 Click on the CLOSE button When printing Deposit Tickets click on the PRINT button When the Print Forms Deposit Ticket window appears click on SELECT FORM Choose the Deposit PrintBoss form Then click on the PRINTER SETUP Button and select the PrintBoss 50 as the printer Click PRINT INVOICES Standard PrintBoss only PRODUCT INVOICE Steps for Sage 50 US Editions 2010 2014 1 Select Reports amp Forms from the Sage 50 US Edition main menu 2 Select Accounts Receivable from the list 3 Click on the Forms tab 4 Select Invoices and Packing Slips under Form Types 5 6 7 8 9 10 11 12 13 Select Invoice w Ship To Preprinted and click on the CUSTOMIZE button Click on the SAVE button in the Designer window Rename the report to an appropriate name such as INV Ship To PrintBoss in the Save As screen Click on SAVE Click on the CLOSE button Select your new report from the list Click on the PREVIEW amp PRINT button Click on the PRINT SETUP tab Choose the PrintBoss 50 printer and click OK then Print Preview Close the Preview Steps for Sage Peachtree Editions PRIOR to 2010 Select REPORTS ACCOUNTS RECEIVABLE from the Sage 50 US Edition main screen Double click on the Invoices Pkg Slips folder in the Reports List menu A list of reports will open Highlight Invoice w Ship To Preprinted and click on the DESIGN button Click on the SETUP button in the
14. n titled Special Instructions for Inserting Company Name into Checks if you are using standard PrintBoss and would like PrintBoss to automatically select the bank account based on the company name 9 Click on the SAVE button in the Designer window 10 Rename the report to an appropriate name such as PR PrintBoss in the Save As screen Click on SAVE 11 Click on the CLOSE button When printing payroll checks click on the PRINT button When the Print Forms Disbursement Checks window appears click on CHANGE FORM Choose the PR PrintBoss form In the Printer section of the Print Forms PrintBoss 50 should be displayed as the printer in the Disbursement Checks window Click on the Print button DEPOSIT SLIPS Sage 50 US Edition Form Setup 1 Select Reports amp Forms from the Sage 50 US Edition main menu 2 Roll your mouse over Forms and select Receipts and Deposits Sage 50 will open on the Forms tab 3 Select Receipts amp Deposits from the Form Types list 4 Highlight Deposit Ticket under Forms then click the Customize button 5 Skip to the instructions at the bottom of this section titled Special Instructions for Inserting Company Name into Checks if you are using standard PrintBoss and would like PrintBoss to automatically select the bank account based on the company name 6 Click on the SAVE button in the Designer window 7 Rename the report to Deposit PrintBoss in the Save As screen Clic
15. p of the 2 inch line If these are not aligned right so that the X s aren t touching the appropriate line then abandon this and start editing it over again The form WILL NOT WORK if the text shifts Steps for Sage 50 US Edition 2009 2010 1 2 3 4 Click on the Plus Add button on the left menu and choose to add data from Sage 50 US Edition Confirm Choose Company Name from the list of fields and click OK Notice that the cursor changes to a cross formation Left click in the top left corner of the report two red lines form the edge of the report and drag to create a new data field Be sure the field is long enough and tall enough so the full text appearing in the field can be read Release the left mouse button The bottom of the x s should rests on the 2 mark on the left ruler The left edge of the text should be just to the right of the red line NOTE It is important that this field be the first field in the report and not interfering with any other field Move the Vendor field on the AP check down slightly to make room for the new Company Name field Before saving it is important to verify that the text in the report hasn t shifted The 2nd detail line in the Accounts Payable check should be right on top of the 1 inch line The 6th detail line in the Payroll check should be right on top of the 2 inch line If the reports are not aligned correctly with the X s touching the appropriate lines abandon this
16. section titled Special Instructions for Inserting Company Name into Checks if you are using standard PrintBoss and would like PrintBoss to automatically select the bank account based on the company name Click on the SAVE button in the Designer window 8 Rename the report to an appropriate name such as PR PrintBoss in the Save As screen 9 Click on SAVE 10 Click on the CLOSE button 11 Select your new report from the list 12 Click on the PREVIEW amp PRINT button 13 Click on the PRINT SETUP tab 14 Choose the PrintBoss 50 printer and click on Print Preview 15 Close the Preview Steps for Sage Peachtree Editions 2008 amp 2009 1 Select Reports amp Forms from the Sage Peachtree main menu then select Payroll 2 Click on the Forms tab at the top of the page 3 Click on Pay Checks 4 Click on one of the following reports e OCR Payroll Laser Preprinted PT_PR4 e OCR Direct Deposit Advice PT_PR5 e OCR Multi Purp Laser w 15 Flds PT_PR5 e OCR Multi Purp PR Continuous PT_PR5 e OCR Multi Purp w 15 Fids Cont PT_PR5 e OCR Multi Purpose PR Cont PT_PR5 e OCR Multi Purpose PR Laser PT_PR5 e OCR Payroll Preprinted Cont PT_PR5 5 Click on the Customize button 6 Click on Print in the Designer Window 7 Click on the PRINTER button in the Page Setup Print Setup for 2009 window Choose the PrintBoss 50 printer and click on OK 8 Skip to the instructions at the bottom of this sectio
17. ure Line Check this box if this account should always have a second LINE for signatures e Canadian Style Date Amount Check this box if the CPAO6 standards should apply to this account Signatures amp Logos Tab This tab is used if there is a signature or logo based on a PrintBoss Bank record For these instructions go to our website www wellspringsoftware com and visit our Support Documents page CHECKLIST OPTIONS PRINTBOSS DRIVER SETTINGS e Transfer Folder File ComAppData Transfer WinUserName e Append to Transfer File Do Not Check e Load PB32 exe Checked e Configurations Settings Save Location Local_User Registry Standard e Capture Mode Always Capture e PB 50 Driver Special Settings Spool Dir ComAppData Spool Click OK when finished OPTIONS CONFIGURATIONS Please visit our website www wellspringsoftware com for specific install steps if you are on a Citrix or Terminal Server environment Settings Tab e MICR offset adjustment Use if needing to adjust the MICR line placement This field is work station and user specific Default values are 0 e Set Globally Checked e Work Files Private Folder Names WinUserName e Always Trigger Capture Settings o Form ReqList o Bank Grayed out o PB INFO flag overrides above Unchecked o Allow fragmented PB INFO line Unchecked Click on OK when finished OPTIONS FORM BANK REQUEST LIST During installation PrintBoss creates request list entries for Sage 50 US Ed
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