Tips and Tricks for MAS 90 Paperless Office Setup

By Wayne Schulz • May 4th, 2009

Paperless Office is now included with all versions of Sage MAS 90 and MAS 200 starting at level 4.3. This useful program feature uses a PDF writer to take your normally printed output and turn it into digital output. Instead of making repeat trips to the filing cabinet you can store all your printed reports safely (and securely) on your computer hard disk.

There are several tricks to setting up Paperless Office for MAS 90. Here are a few of the suggestions from members of the 90 Minds consulting group:

Via Brett Zimmerman – The Fitzgerald Group – Sharon, MA

I’ve always been in the habit of obtaining the Paperless Electronic Delivery setup info ahead of time to avoid having to scramble while onsite.

  • SMTP (MAIL) SERVER: Enter the DNS Address (e.g., mail.example.com) or IP Address (e.g., 128.0.0.102) of the SMTP server you are using to send e-mail. This address is needed to generate e-mail messages.
  • PORT: Enter the port number the SMTP sever is using if it is not configured to use the default port. (25 ?)
  • USER ID: Enter the USER ID and password to use for authentication at your e-mail server. While not always required, it is a good idea to only send ‘authenticated’ mail. This user does not have to be the one the mail is from; it is only used to log onto the e-mail server when sending mail. It’s recommended a separate e-mail account be used specifically for Paperless, to prevent the password from being changed and therefore causing Paperless to stop working.
  • PASSWORD: Enter a password for this user. The characters that you type are masked with the ‘$’ symbol.
  • “FROM” E-MAIL ADDRESS: What is the e-mail address you want these MAS 90/200 e-mails to be sent from? And this will obviously be the e-mail address used if the recipients reply to your e-mails.

Via Beth Bowers – MAS90 Consulting in Michigan

  • This wasn’t mentioned, but it’s a bug (Sage knows) – if you print the AP Invoice Payment Selection Register from CHECK MAINTENANCE, it will not prompt for Paperless (or go to Paperless automatically if you have it setup as Yes). It won’t do Paperless at ALL, no how, no way.
  • The Payroll reports on the Main Menu are considered REGISTERS, not Reports, and you can’t check the box re only keeping the last register or you will overwrite week after week. I consider this another bug – but since there are no journal/register NUMBERS associated with these reports, I guess that’s why they can’t verify and think they’re all the same week’s report. ANYWAY, if you are doing Payroll Paperless, you can’t check that box.
  • If you’re doing IM Period End, you also need to setup IM Reports, since Trial Balance is not on the Period End menu of reports.
  • File/Run/PL_AdvancedOptions_UI comes in really handy.
  • The most common problem in setting up Paperless is that CDINTF.DLL isn’t registered. (At least in my experience – have had this at at least 6 different sites – more common more recently.) (Actually, besides not being registered it usually isn’t even in the folder it’s supposed to be in (C:|Program Files\Common Files\Sage\Common Components)

Via Jeff Schwenk – Bottom Line Software – MAS 90 Consultants – Indiana

Here is a little tidbit that I picked up from last week’s install.

Working with an Master Developer, I mentioned to him that certain journal updates were not going to PDF even though it was supposed to be active.

And the only reason I brought it up to him was the fact that the update was one that may have been affected by his enhancements.

Below is a DFDM screen shot from the SY_task.m4t file.

Field 18 holds the flag that associates (at least partially) the report to the PDF. If the field is N, then nothing will generate via paperless. If the value is 1 (one), then a PDF is generated for journals and registers.

Each type of paperless update (period end, report, customer viewer, etc) will have a different value.

Here is a recap of the values.
1 – Journals/Registers
2 – Invoice Printing
3 – PO printing
4 – PR DD Stub and Governmental Forms
5 – Reports
6 – Period End
N – Nothing Assigned.

Chances are if you’re having trouble getting paperless to print, look into SY_Task.M4T and check field 18 and you may see that the flag is set to “N”. Be careful because some reports are not named as you would think. For example Check Maintenance is different from Invoice Payment Selection.

© 2009, Wayne Schulz. All rights reserved. Formed in 2005. the 90 Minds Consulting Group is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers. The group is not affiliated with Sage and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.

Wayne is a Glastonbury CT based MAS 90 and MAS 200 consultant specializing in advanced support, training and implementation. He started working with the software in 1986 as a staff CPA at a local accounting firm. He moved onto his own firm in 1995 and has been annoying the members of 90 Minds ever since.
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