Security
Approval of checks
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Nancy Administrator Posts: 765
7/28/2011
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NancyAdministrator Posts: 765
Any PrintBoss form can be set to batch print. Doing this means that the check run is sent to PrintBoss from the Accounting software and it is held in a PrintBoss Work file until a print command is executed. At that time one, all, or several of the checks can be printed. Copies of completed (printed) checks can be archived, while unprinted checks can remain in the batch que to print later.
While there is a greate deal of flexibility built into PrintBoss so that often there is more than one way of accomplishing your goal, one idea would be to set the PrintBoss form to have two copies of the checks: one to print and one to file as a PDF. The PDF copy could be created immediately and the print copy set to batch. The PDF file could be reviewed and stored for future reference or deleted one the print command was executed.
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ksperle Posts: 1
7/28/2011
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We have a customer that is looking into the PrintBoss software. They are however slightly concerned with the security aspect.
Is there any way to setup the software so that a user would get the batch of checks ready but not be able to release them for printing without a manager approving them first?
Basically, the user submits a batch of checks, manager somehow OK's it, only then can the user actually print them.
FYI the user/manager would be in different locations (across town) but access the same network via VPN.
I know we can setup permissions but without seeing the software I can't think of a way we can do this easily for them.
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