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Checks & Forms

* indicates PrintBoss Enterprise Edition ONLY

 PrintBoss Express Edition  
Features  Benefits

Limited to QuickBooks, Quicken, PeachTree by Sage

Only print checks

Choose bank account from list at start of each batch

Initially lower cost; can easily scale to PrintBoss or PrintBoss Enterprise Editions

Inexpensive option for these packages

Singularity of purpose for simplicity of function

User confirms proper bank account at start of each batch

The program can grow with your needs

 PrintBoss (standard edition)  
Features Benefits

 All PrintBoss Express features plus:

Check and form printing solutions for PC-based accounting packages

Print to HP compatible laser printers

Accommodate multiple bank accounts with different logos & signatures

Print multiple copies in multiple formats

Unique information printed for specific copy

Eliminate the need for multiple part forms

Initial 10 bank records can be added to up to 'unlimited'

 All PrintBoss Express benefits plus:

● Compatible with over 35 different accounting programs

● No special printing hardware required

● One process for all accounts

● Benefits of multi-part forms with convenience and cost effectiveness of blank stock

● Identify different copies by purpose

Create original and all copies electronically

Bank records can be purchased in increments of 5

 PrintBoss Enterprise Edition  
 Features  Benefits

 All standard PrintBoss features plus:

Dynamic naming of documents

Captures graphics sent from host accounting system

Staple document at printer

Combine multiple-page emails into a single email as PDF attachment

Name email attachments by document number, date, etc.

Send email but omit attachment(s)

Send outgoing email to Outlook outbox instead of SMTP server

Print to fax (combine multiple faxes - multiple pages or multiple single-paged faxes - into a single fax for a common fax number

Print to a PDF file (combine all pages into a single PDF file)

Print to a TIFF file

 All standard PrintBoss benefits plus:

No need for a user prompt to name individual documents

Simplify customized documents

Automate a manual process

Streamline the email process for all

Avoid spam filters blocking emails due to attachment names

Use Outlook rules to manage outgoing emails, responses, & receipts

Streamline the faxing process for all

Automatically create easy to read electronic archive of batch

Automate electronic archives for many document management programs (eliminate extra step to scan documents)

 PrintBoss Fax Service  
 Features  Benefits

Faxing via an Internet connection from our secure server

Pre-paid fax pages

Each user can have an individual fax account

Optionally all users can share the same fax account

Real-time usage and status log always available

Customized fax cover page

Concatenating multiple-page documents into a single fax*

Automatic re-order option

Instantly send faxes without a modem from any Internet ready PC

Control costs

Can easily track usage on individual basis if billing is separate

One bill for all users

Track usage of faxes by user

Customize your image for customers

Streamline the faxing process for all

Never run out

 Email  
Features  Benefits

Send documents as e-mail attachment

Send e-mail in manual or batch mode

Uses standard Adobe Reader for PDF files

Log of attempted and successful sends

Pre-screen for incorrect email address format

Optional pop-ups to resolve 'bad addresses' during batch send

Uses standard SMTP mail server

Content of To, CC, or Blind CC can each include multiple addresses

Settings can be for individual user or common to all users

Maintain an address book of frequently used e-mail addresses

Combine pages with identical addresses when printing batches*

Option to use Microsoft Outlook instead of SMTP server*

● Overcome limitation to embedded documents in standard e-mails

● Easy one-time process or efficient regular distributions

● Free download often installed on most computers today

● Avoid missed emails due to a poorly formatted address

Can manually resolve issues as documents are processed

● No requirement for a specific emailing software

● Send to everyone necessary at once; no duplication of effort

● No need to duplicate setup if everyone shares the same settings

● No need to re-type addresses used frequently for manual emailing

● Streamline the emailing process for all

● Have Outlook rules manage email send/receive options

 Signatures  
Features  Benefits

Place digitally scanned signatures on checks

Signatures can be encrypted for added security

Conditionally printed based on a number of variables

Optionally password protected

Can be in BMP, PCX, JPG, or our custom SIG file types

Easily print multiple signatures

Signing limits can be set for each individual signature

Signatures can be tied to specific bank accounts

Dollar ranges can be set for each individual signature

Signature Key Disks unlock custom SIG files for added security

Signature Key Disks cannot be copied using traditional 'copy disk' process

No manual signing or stamping of pre-approved checks

● More secure than a stamp

● Control exactly when a signature is used

● Additional security

● You may use your own signature files - not required to purchase one

● Not restricted to only one signature

● Have unique rules for each signature instead of global settings required for all

● Have different signing authorities for the different accounts

● Restrict high dollar checks from being signed without approval

Additional security

Additional security

 Positive Pay  
Features  Benefits

Automatic file creation when batch is printed

● Flexibility in implementation

● Multiple specifications can be attached to the form if more than one bank account

● Option to append batches

● Option to append batches

● Macro characters can be used in the file name to create a dynamic file name when a batch of checks is printed. Variables assigned in the form can be use as well.*

● Optional Omit records with Zero amount

● Creates a text file

● Tabbed input format includes sections for SignOn, Header, Details, Footer and SignOff

● File Count and File Amount values can be generated

● No additional processing required

● Match individual bank requirements

● Accommodates multiple bank accounts

● Multiple users can contribute to a single Positive Pay file

● Send file to bank daily, weekly, etc.

● Easy file management

● This eliminates duplicate entries of multiple-paged checks

● Easily edited prior to sending to the bank

● Match bank requirements for multiple batches in the same file (if applicable)

● Match any bank requirement

 Direct Deposit  
Features  Benefits

Print check and/or Direct Deposit statement in same check run

● Electronically file PDF copies

● Dynamic naming of electronic files*

● Automatically email Direct Deposit statement to employees

● Optional password security access to emailed statements

● No need for separate process (if applicable)

● Automatically create electronic archives

● Easily manage electronic archives on an employee basis

No need to print & mail; employees will receive immediately

● Security

 PrintBoss Security  
Features  Benefits

 Assign access according to individual user

● Control access to design and printing functions by individual

● Control access through password and/or user disk

● Set automatic login to match Windows username

● 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 & date

● Print security-protected electronic signatures using physical key and/or password

● Eliminate signatures from archive printing

● Restrict unauthorized access specifically, not generally

● Authorize only proper administrators to make changes

● Activate security either electronically or physically

● No need for users to log in again; no additional user/password lists to manage

● Make check fraud more difficult

● Make fraudulent altering of checks more difficult

● Use a bank supported fraud prevention method

● Protect signatures from unauthorized use

● Prevent duplicate "live" checks

 
* indicates PrintBoss Enterprise Edition ONLY
 
Checks & Forms Product Information
 
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