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Transfer Records Screen hanging after job complete

In order to help us troubleshoot this issue, could you please provide some files? We would like to see the textcapt.hst file, the form and if possible a work file with records ready to archive. If you would like to discuss, please let us know. Thanks.
For the fastest phone support - go online!

Maria, sorry to hear you had trouble getting through to Service. Our records show we left voice mail messages for you both 5/18 and 5/24 around 1:15pm. And then later on 5/24 solved the issue around 4:00pm. You are always welcome to send an email or enter an online service request. With the service request you are automatically and immediately entered into the Service queue for a call back.
Create A Check bank data export/import to PrintBos

Create A Check Users can easily export their bank data by doing the following steps:
1. Log into Create-A-Check
2. Click on “reports” across the top menu
3. Move to the “Account list” Tab
4. Click EXPORT to file and it will save it as a .CSV

Once you have the data, you can organize it to the PrintBoss standard bank profile by following this instructions in this document:
1. Log into PrintBoss as Supervisor (you will need the PrintBoss Master Password).
2. Go to Edit, Bank List. and Export a blank Bank template file in .csv format
2. Organize your bank data to match the PrintBoss fields
3. Import your data into PrintBoss.

Export Sample Bank List
1. Open the PrintBoss Master Application window.
2. Login as Administrator.
a. Click on the File menu and choose User Log-In.
b. Enter the supervisor name and password. The defaults are:
c. Click OK to continue.
3. Click on the Edit menu and select Bank List.
4. Hold down the Shift or Ctrl key to select a range of bank records.
a. Shift allows you to select contiguous records.
b. Ctrl allows you to select non-contiguous records.
5. Right-click on the selected records and choose Export.
6. Click Yes to continue.
7. Enter a name and destination for the file.
8. Click Save.
Import Bank List
PrintBoss can import an Excel file saved as a *.csv file.
1. Open Excel.
2. Enter the column labels in Row 1.
a. The labels need to exactly match the name and order of the PrintBoss bank list.
b. You do not need to enter labels for columns if you don't have data. PrintBoss will enter default values automatically.
3. Enter or import the Bank Records by row.
a. Do not leave blank rows.
b. You cannot import more bank records than licensed in PrintBoss.
4. Save Excel as a *.csv file.
5. Open PrintBoss.
6. Login as Administrator.
a. Click on the File menu and choose User Log-In.
b. Enter Supervisor as the user name and enter the master password.
7. Click on the Edit menu and select Bank List.
8. Click on the Tools button to the left of the Bank Code label.
9. Select Import.
10. Navigate to the location of the *.csv file.
11. Select the *.csv file.
12. Click Open.
PrintBoss will populate the Bank List with this data.
edited by Nancy on 6/2/2022
Using PrintBoss from Sage 300 Web Screens

It will depend on the properties of the PDF writer. If the PDF writer produces an image, then PrintBoss cannot process it. In the past, a PDF produced by Sage 300 Web Screens was an image, and therefore not usable. Unfortunately, we do not have a Sage 300 Web Screens account to test. If you are interested in pursuing this option and would have time to test with us, please enter a service request at noting your availability.
edited by Nancy on 8/10/2022
2 step authentication for email processing

Clients not using PrintBoss for emailing invoices/checks/etc., or are emailing using a non-Microsoft server should not be affected.
Those clients emailing using Microsoft, such as Office365, will be affected, and we are currently working on the issue. We will release an update when we know more.

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