Sage Authorized Printing Solution Partner

Document Solutions

Sage Authorized Printing Solution Partner Paper to Paperless Solutions... At Your Speed! Dear Sage PFW ERP Customer: We are pleased to introduce Altec as the Authorized Print Solutions Provider for Sage PFW. Through this relationship, Altec can provide you with business forms and electronic document management solutions that help you gain further efficiency from Sage PFW. We selected Altec because of their expertise in serving the needs of accounting system customers and we feel confident in their ability to meet your customization and service requirements. The following are a few of the many benefits of using Altec as your document solutions partner: High quality lithographic printing - customized to meet your company s needs and complement your corporate identity and image Competitive pricing and no setup fees Regional manufacturing and distribution points Fast turnaround times and rush services available MICR check printing solutions that eliminate pre-printed checks and expedite AP disbursement Paperless electronic document solutions that eliminate the paper bottlenecks in accounts payable, accounts receivable and sales order processing 100% satisfaction guarantee We are excited to have Altec as an Alliance Partner and believe that they can provide you with the personalized customer care, high-quality products and competitive pricing that meets your company s needs. Your Altec representative will be in touch with you soon. Should you wish to speak with him or her immediately, please call Altec at (800) 333-5180 or visit altec-inc.com to learn more about their innovative and accounting-centric products. Sincerely, David Van Toor Vice President and General Manager Sage PFW Altec has more than 17 years experience in providing compatible business forms and electronic printing solutions to over 16,000 financial accounting software customers. They are the leader in providing mid-market accounting-centric document imaging and workflow management software solutions. Ranging from customizable paper-based documents to enterprise-wide electronic document management, Altec enables organizations to unleash the power of their accounting package to enhance productivity and communication among its customers, employees and suppliers. All forms and checks are guaranteed 100% compatible and manufactured to the tightest specifications using high-quality control standards. For those companies wishing to streamline their accounts payable (AP) check printing, Altec offers AP MICR, a solution that eliminates the need for pre-printed checks and envelopes - utilizing the latest in laser form technology for printing, folding and sealing check documents. If you are faced with paper bottlenecks due to heavy transactions, or remote facilities, consider doc-link, Altec s integrated document imaging and workflow management system, to streamline and enhance your accounting operations. 2

Compatibility Guaranteed! Due to our unique partnership with Sage Software and the Sage PFW ERP development team, Altec is your one stop resource for all document solutions such as business forms, design services, imaging solutions and MICR check printing software. These solutions are developed by Altec and are guaranteed to work with your software. Even if you upgrade earlier than planned, there is no costly FORMS OBSOLESCENCE with products by Altec. Their Design Services department has developed the.rpt file you need to match previous versions in order to use up your existing forms inventory. Delivery Services Standard laser cut sheet manufacturing time is three days for stock forms and checks, six business days for one-color forms and eight days for two-color jobs. For quantities over 15,000 forms, please contact your Altec representatives for the most current delivery schedule. When you you need an order expedited, placing a rush order can reduce the manufacturing time to three, five or seven days. Accelerated delivery services, such as overnight or same day couriers, are also available. Customer Service You can count on the Altec representatives to have the training, knowledge and expertise to guide you through the ordering and proofing process with ease, comfort and confidence. They will help you manage your inventory and avoid stock out by maintaining appropriate follow-up dates for timely recalls. Logo & Art Services Send us your camera-ready logo, and we will scan and store it for us on all your printed materials. Please include color-separated artwork for two-color logos. We cannot accept faxed logos, but we have full graphic and art design capabilities if you require these services. Your logo should be sent via e-mail or saved to disk in either an IBM compatible.tif file at 1200 dpi (not less than 300 dpi) or and EPS file from a vector drawing program (i.e. Illustrator, Corel Draw) with all the fonts converted to artwork. Terms and Conditions Initial orders require prepayments by company check or credit card (Visa, Mastercard or American Express). Net 30 credits terms may be granted upon completion of our credit application form. C.O.D. orders are available upon request. Standard Ink Colors PMS 151 Reflex Blue Rubine Red PMS 423 Gray PMS 314 Blue PMS 471 Brown Violet Warm Red PMS 3292 Green PMS 300 Blue PMS 208 Burgundy PMS 348 Green Black PMS 464 Brown PMS 281 Blue PMS 185 Red Process Blue PMS 209 PMS 342 PMS 175 PMS 201 All other PMS ink colors available 3

Compatible Business Forms These forms are available in stock and litho versions. Whether you choose the speed and economy of stock forms or the superior versatility and enhanced image of litho forms, you ll find exactly what you need at A l t e c. A l t e c s f o r m s a r e 1 0 0 % c o m p a t i b l e w i t h a l l S a g e P F W ve r s i o n s. L a s e r f o r m s a n d international/bilingual forms are also available. Stock Checks are economical and fast! Your company logo, company name and address, and phone number can be added to these forms in under 3 days. When your priority is speed and low price, stock imprinted checks and forms from Altec are hard to beat. Stock checks are available in six different colored backgrounds. Stock Quantities: 250 and up. Stock Paper Sequence: Multi-part checks and forms have the following part sequence: Part 1: White Part 4: Goldenrod Part 2: Canary Part 5: White Part 3: Pink DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTED Litho Checks and Forms feature your logo and company name printed in ink on each individual part of the form using the offset litho process for the highest quality. You get the best looking form and the most design freedom. You can have up to seven parts, each part with unique marginal words (instructions that insure fast, accurate routing and filing). Litho checks can be ordered with numerous safety features listed below. DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTE DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTE Litho forms from Altec can print and ship within 7 days of receipt of your artwork. Rushes are available. Check Document Security Features Chemical reactive images in the white (BCC) safety paper discourage chemical erasure Split-fountain printing, used by the U.S. Government, creates a rainbow effect to discourage color copier usage Microprint signature line Bleed through Arabic numbering Other security features available Double Stub AP Check Single Stub AP Check 4

Compatible Business Forms Invoice Purchase Order All Software Versions Available and 100% Compatible! Multiple Laser Parts Available Now you can enjoy the convenience of multiple parts printed with your laser printer. Our multi-part laser forms come to you pre-collated in colored sequence. You simply set your printer to print multiple copies of each form. Your Altec representative can give you more information on the instructions needed to properly collate your laser forms depending on your printer model. Altec laser forms are made from high-quality long grain paper to feed reliably and eliminate paper curl. Laser checks are printed with heat resistant MICR (magnetic ink character recognition) ink. Laser checks and forms are offset litho printed for the highest quality on paper stock tested on HP Laser Printers to ensure perfect form feeding. Altec does not recommend putting block outs on laser forms and cannot guarantee their effectiveness. Sage PFW compatible forms are available in laser or continuous formats. Compatible Forms Available For All Modules Including Process Manufacturing Other compatible forms available for Sage PFW. Call your representative for samples! Quotation Acknowledgement Bill Of Lading Credit Memo Packing List (AR) Packing List (OE) Purchase Order Requisition Statement Work Order Sales Order Also Available Altec guarantees you the correct form for whatever version of Sage PFW you are running! No forms obsolescence with products and services from Altec! 5

DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTED ON BACK. DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTED ON BACK. DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTED ON BACK. MICR Check Printing, Mail Solutions, Tax Forms and Envelopes AP MICR Solutions Altec offers a variety of printing options to accommodate your unique check printing requirements. By utilizing your existing laser printer with Altec s MICR solution consisting of DIMM technology, MICR toner cartridge and blank check stock, Altec can have you up and running quickly with an affordable MICR check printing solution. For a fully secure printing environment, consider a TROY Secure printer which offers sensors for MICR toner detection, MICR - activated password security, a 3- position key lock, and paper tray locks to protect against check stock theft. These printers are available in speeds of 20 to 50 pages per minute. AP MICR Blank Check Stock Altec offers three versatile check formats depending on your output preference. Choose check stock with the stub on the bottom, in the middle or at the top in blue, green, burgundy or rainbow pantographs for a quick affordable check stock option. Compatible double or single window envelopes are available. Add the Pressure Seal Solution and Boost Efficiency When Processing Checks Tax Forms PL802 Checks PL852 Forms If your transactions are of significant volume, reduce the resources needed to fold, stuff, and seal your checks or invoices for mailroom preparation. Altec s Pressure Seal solution is a stand-alone unit small enough to fit on your desk. With Altec s pressure seal solution, your check stock is provided on documents that can be folded, sealed and ready for the mailroom in minutes. Widest product line in the industry approved by the U.S. Government Let our knowledgeable Sales Representatives determine which tax form best fits your state requirements or request our comprehensive, informative 32-page catalog. Either way, you ll get exactly the tax forms you need from Altec. Our catalog provides you with a wealth of tax related information such as how to select the proper W-2 forms, individual state requirements, filing dates for various forms, magnetic media specifications and more. You have access to the widest selection of tax forms in the industry... plus the information to use them correctly. Compatible Envelopes PL801 Checks PL851 Forms Mr. John Doe ABC COMPANY 5 Main Street Hometown, State 30003 Folded and sealed z-fold mailer Check and envelope all in one! 9 x 12 single window envelope holds up to 50 sheets 6 Double Window Envelopes Single Window Envelopes All single window envelopes can be personalized with your company name and logo in one or two colors. Accounting Information Enclosed This area can be personalized with advertising information at no extra charge

Create Custom Forms with Crystal Reports Document Design Services available through Altec for Sage PFW Altec allows you to communicate your business transactions more effectively by revising how the information is designed on your business documents! Now you can make modifications through Crystal Decisions. Business documents for Sage PFW (i.e. invoices, purchase orders, checks) can be modified to communicate and highlight information to your trading partners and customers. A well-designed document will enhance readability and convey information that will facilitate collections, result in enhanced customer care and promote a professional image. The form templates can be designed according to your unique business needs by adding fields, adjusting columns and creating personalized headings. The Design Services Department at Altec will re-map the data using reporting solutions, and then email a new Crystal Report file to you for testing. Our design experts will also guide your customization requests to meet all bank, ANSI and postal requirements. How are these changes incorporated into my newly printed forms? Your Personal Forms Consultant at Altec will design your form changes for your next order of printed forms. You will be provided an acetate proof (clear film) for you to overlay on the output from the new Crystal Report file. We guarantee 100% compatibility with your current version of Sage PFW. Authorized Business Partners are encouraged to call. Custom Forms From unique column headings to eye-catching phantoms of your logo, custom forms give you exactly what you need. A heading/logo unique to your business Column heads unique to your business Phantom of your company s logo r r l Extra perforation Unique ink color Heavy weight first and second parts; standard weight for third (file) copy Other quality products from Altec: Labels Letterhead Business Cards Note Pads Time Cards Packing Lists Deposit Tickets Delivery Requests Credit Applications Laboratory Forms Bills of Lading Inventory Tags Marketing Collateral Promotional Items Trade Show Giveaways 7

Output Manager Automate the delivery and archival of all Sage PFW documents with doc-link s Output Manager. Transform all Sage PFW paper documents, forms, and reports into electronic documents that can be scheduled for automatic delivery via fax, email, file transfer, or print in a multitude of formats. Automated scheduling of documents and delivery Includes pre-designed templates for Sage PFW output documents Multiple distribution methods and formats are supported Automate Document sorting and collating Distribution of invoices, purchase orders, statements and reports Routing according to recipient preferences Archival and indexing of documents and reports in a PCL format Scheduling of form printing, emailing, and faxing Customize Distribution methods and formats Create cover sheets for faxed documents Companion documents automatically accompany the primary document Create templates for documents to convey the information that you want and the way the recipient needs to see it Add block-outs to tailor the information Output Manager Reduces the Cost of Delivering Information Eliminate the need for pre-printed business forms since Output Manager contains standard Sage PFW templates. Email or fax invoices and statements to customers, purchase orders to vendors, reports to department heads, and remote sites. Send a CSV or XML file to allow them to import your data into their business application. Retrieve actual copies of past due invoices, and email or fax from collections work station. Automatically provide supporting documents with the primary document. (e.g. if a customer orders a particular item that is listed on an invoice). Reduce report cycle times and archive them for storage and retrieval. Output Manager Benefits Eliminates costs of pre-printed forms forever Eliminates postage costs for documents that can be routed electronically Reduces mail room preparation and handling of routine documents and reports Eliminates storage costs and file cabinet space Non-invasive no special integration required Works with any business application that delivers output via a print stream 8

Reduce the costs and bottlenecks of paper processing! Doc-link integrated to Sage PFW captures, archives, workflows, and routes business documents and reports to reduce handling costs and increase productivity. Increase productivity Decrease document delivery time Reduce storage and mail costs Enhance customer service by providing instant access to documents Typical R.O.I in less than 9 months Contact Altec for more information: Web demonstrations available Free Survey and Needs Assessment Return on Investment Summary No charge consultation on building your paperless office migration strategy Read on to learn more about doc-link and see how integrated document management can increase accounts payable productivity in 6 easy steps! 9

Integrated Document Management Doc-link is an integrated document management (IDM) solution that interfaces with Sage PFW to eliminate the bottlenecks associated with handling, filing, and retrieving paper documents. By bringing documents to the desktop, doc-link dramatically increases productivity and enhances communication between customers, vendors, and employees. Doc-link captures forms, reports, and documents directly from Sage PFW through our Electronic Report Management (ERM) technology for ease of indexing, archiving, and retrieving documents in seconds. Documents external to the organization, like vendor invoices, can be captured through scanning or directly via fax or email. With our configurable workflow module, traditional business processes for invoice approvals, audits, and vouchering can be done electronically. Our unique integration to Sage PFW enables side by side voucher entry, autoindexing and retro-indexing to electronically link documents for three way reconciliation and auditing purposes. Once documents are stored in doc-link, they can be viewed, annotated, faxed, emailed or printed - without the need to leave your desktop to look for files or missing paper documents! Combined with Output Manager, our automated output management solution, you can establish recipient and routing schedules that enable you to deliver forms and reports to users based on their preferred method of delivery, format and schedule. Imagine, automatically faxing or emailing invoices and statements to customers, or automatically routing copies of routine reports to sales representatives and department managers, and eliminating the costs associated with postage and mailroom operations. capture workflow route PDF 10

Streamlining Accounts Payable 6 Easy Processing Steps Doc-link brings greater financial control to managing payables processing from receipt of vendor invoices to voucher entry. With doc-link users can match purchase orders, receivers, and vendor invoices directly from the desktop for quick reconciliation and resolution. Users are also able to electronically view the invoice and supporting documents from their desktops, streamlining paper-matching processes. 1 All Receive AP invoices Receive AP invoices from vendors or remote offices by email, fax, electronic file transfer or mail. mailed invoices are scanned. 2 3 Assign to AP processor queue All captured vendor invoices are electronically distributed or assigned to an AP individual s processor queues. Invoices can be pre-indexed to easily locate during the approval process. Electronically approve invoices Through workflow and via the web, vendor invoices can be sent to a manager s desktop electronically for approval. The approval process is configured to a company s paper process. Approvers electronically stamp the invoice with the appropriate status (such as, Approved, Disapproved, On Hold, etc.). The stamp is tailored to each approver and enables critical information to be keyed into the stamp, such as, GL distribution codes, or that which is automatically provided, such as the log-on of the approver, and the date and time of the approval. The approval stamp is a permanent notation to be put directly on the invoice image providing an unalterable audit. Once approved, the invoices are sent electronically through workflow to the appropriate processing queue in accounts payable. 4 Voucher invoices Each accounts payable clerk receives approved invoices electronically from managers. A sideby-side view of the voucher entry screen and the invoice image enables AP clerks to easily and quickly voucher invoices. Users can also review all supporting documents such as purchase order, receiver, etc. from the AP Entry Screen. 11

5 Automatic indexing and electronically filing of entered invoices Once the invoice is entered into Sage PFW, the invoice image is automatically indexed with the invoice data and stored in the doc-link database. Doc-link also maintains all electronic file copies (i.e., the invoice is linked to its purchase order, the vendor, a project, etc.) eliminating the need to maintain and file the paper invoice. Purchase Order AP Check Invoice 6 Review invoices for payment from the desktop Paying checks is easier and faster with doc-link. The check signer or authorizer can review invoices and checks for signature, or have the documents printed to an Altec MICR check printing system from the desktop. When the checks are approved and printed, doc-link automatically captures the check and stores it in doc-link, as well as retro-indexes the check information (number and date) to all invoices paid by each check. Companies experience a significant productivity increase with their accounts payable processing as the clerical and paper-intensive tasks are eliminated. With doc-link, users can: Get invoices and purchase orders to approvers desktops without mailing, faxing, copying, or manually moving documents. Electronically rubber stamp invoices and purchase order approvals. Email or fax documents from the desktop to vendors and purchasing managers requiring resolution. Easily track all invoices currently in the approval and resolution process. Drill down from the accounts payable application to invoices, purchase orders, checks, delivery receipts, etc., using any of the accounts payable data, such as, GL account, date range, or vendor number. 12

capture workflow route capture documents internally and externally ERM (Electronic Report Management) captures and automatically indexes invoices, purchase orders, accounts payable and payroll checks and all reports from your software accounting package. Allows users to capture in-bound documents by scanning, faxing and emailing from remote offices. Any document from MS Windows operating system can be automatically captured. From the desktop, users can retrieve, view, annotate, print, fax and email documents or reports. Users are granted permission to view documents based on roles which assures security. Collections can fax or email invoice copies with delivery receipt backup in seconds from the desktop. Streamlines any paper intensive process like accounts payable and eliminates the costly downtime associated with manually retrieving paper documents and files. Documents, reports and electronic files are accessed in seconds. workflow processes that provide control of documents Allows you to configure your workflow to match your processing approval steps in sales order processing and payables management. Workflow, integrated with your payables processes, moves invoices through your business for approval and vouchering into your financial software application, and automatically links the invoice with the check when the check is printed. Facilitates auditing/matching of invoices with purchase orders, receivers and packing slips for instant reconciliation. Eliminates opening vendor invoices received via mail by allowing vendors to fax or email documents directly to doc-link. Facilitates remote office approval or review of invoices using workflow or email and electronic approval annotation with login, date and time from approver s desktop. Allows users to electronically approve invoices for payment and distribute costs prior to entering invoice information into the accounting system. Accounting personnel can import the data directly into the voucher entry screen eliminating transposition errors and double keying of data. Managers can instantly recall invoices by account charged within date range. Auditors have access to all invoices by account, amount or vendor. capture, transform and deliver printed and digital documents Automatically captures print files from any business application and processes the print stream through recipient lists and routing tables to deliver documents via traditional print, email, fax, or FTP. Additionally, the data you are sending can be transformed into XML, HTML, TIFF, and CSV formats. Sends documents in multiple formats, re-purposing the data to meet the recipient s unique requirements, eliminating the need to re-key the information. Eliminates the expense of preprinted forms through the creation of form templates. Subforms or templates can be created to isolate and communicate pertinent data to the exact needs of the recipient. Electronically email and fax documents and reports from the desktop on demand or automatically schedule distribution of: Purchase orders to vendors Invoices and statements to customers Parts or plies of a business form electronically to departments Financial and sales reports Automatically locates and attaches supporting documents for delivery. Proof of delivery can be routed with the customer invoice. 13