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jwckauman

Anyone using PrintBoss? Why is it needed? Why doesn't Sage 300 just build PrintBoss capabilities into it's core product?

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Anyone using PrintBoss with Sage 300?  As an IT person (not an accounting person), I have never understood why PrintBoss features are not just built-in to Sage 300 (i.e. AccPac).  Is there a logical explanation why this has to be a separate component?  And is PrintBoss the only option to get whatever it does (add boilerplate to check printing?).  Finally, does Sage have any guidance on installing, configuring and using PrintBoss? Or is that 100% on the PrintBoss vendor?  Thank you in advance for answering my dumb questions.

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  • PrintBoss is one of my favorite pieces of software.  Wellspring Tech Support is the 'Best There Is'.

    If you think that check printing is all they do you need to do some research.  Some of what PrintBoss does IS included in Sage 300, BUT, PrintBoss does it better. 

    As a simple example, it's possible to export Sage 300 OE invoices to PDFs and put them in a customer folder on the server and manually name the PDF with the invoice number.  You would also need to create the customer folder ahead of time.

    With PrintBoss, when you print the OE Invoice it can be configured to print the invoice on a specific printer, email it to the customer (multiple contacts) and save the invoice as a PDF with the PDF name already assigned as the invoice number in the customer folder.  If the customer folder doesn't exist it creates it for you.  It can also email the invoice CC to an internal email address.

    You press the Print Button once!

    Awesome software.

Reply

  • PrintBoss is one of my favorite pieces of software.  Wellspring Tech Support is the 'Best There Is'.

    If you think that check printing is all they do you need to do some research.  Some of what PrintBoss does IS included in Sage 300, BUT, PrintBoss does it better. 

    As a simple example, it's possible to export Sage 300 OE invoices to PDFs and put them in a customer folder on the server and manually name the PDF with the invoice number.  You would also need to create the customer folder ahead of time.

    With PrintBoss, when you print the OE Invoice it can be configured to print the invoice on a specific printer, email it to the customer (multiple contacts) and save the invoice as a PDF with the PDF name already assigned as the invoice number in the customer folder.  If the customer folder doesn't exist it creates it for you.  It can also email the invoice CC to an internal email address.

    You press the Print Button once!

    Awesome software.

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