®

Document Solutions

Altec has more than 17 years experience in providing compatible business forms andelectronic 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 toenterprise-wide electronic document management, Altec enables organizations to unleash the powerof 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 tightestspecifications using high-quality control standards. For those companies wishing to streamline theiraccounts payable (AP) check printing, Altec offers AP MICR, a solution that eliminates the need forpre-printed checks and envelopes - utilizing the latest in laser form technology for printing, foldingand sealing check documents. If you are faced with paper bottlenecks due to heavy transactions, orremote facilities, consider doc-link, Altec’s integrated document imaging and workflow managementsystem, to streamline and enhance your accounting operations.

2

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 documentmanagement solutions that help you gain further efficiency from Sage PFW. We selected Altecbecause of their expertise in serving the needs of accounting system customers and we feelconfident 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 withthe personalized customer care, high-quality products and competitive pricing that meets yourcompany’s needs. Your Altec representative will be in touch with you soon. Should you wishto 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.

1-800-333-5180

Sincerely,

Sage Authorized Printing Solution Partner

David Van Toor Vice President and General ManagerSage PFW

Compatibility Guaranteed!Due to our unique partnership with Sage Software and the Sage PFW ERP development team, Altec is yourone stop resource for all document solutions such as business forms, design services, imaging solutions andMICR check printing software. These solutions are developed by Altec and are guaranteed to work with yoursoftware.

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 orderto use up your existing forms inventory.

Delivery ServicesStandard laser cut sheet manufacturing time isthree days for stock forms and checks, sixbusiness days for one-color forms and eight daysfor two-color jobs. For quantities over 15,000forms, please contact your Altec representativesfor the most current delivery schedule. When youyou need an order expedited, placing a rushorder can reduce the manufacturing time tothree, five or seven days. Accelerated deliveryservices, such as overnight or same day couriers,are also available.

Customer ServiceYou can count on the Altec representatives tohave the training, knowledge and expertise toguide you through the ordering and proofingprocess with ease, comfort and confidence. Theywill help you manage your inventory and avoidstock out by maintaining appropriate follow-updates for timely recalls.

Logo & Art ServicesSend us your camera-ready logo, and we willscan and store it for us on all your printedmaterials. Please include color-separated artworkfor two-color logos. We cannot accept faxedlogos, but we have full graphic and art designcapabilities if you require these services. Yourlogo should be sent via e-mail or saved to disk ineither an IBM compatible .tif file at 1200 dpi (notless than 300 dpi) or and EPS file from a vectordrawing program (i.e. Illustrator, Corel Draw)with all the fonts converted to artwork.

Terms and ConditionsInitial orders require prepayments by companycheck or credit card (Visa, Mastercard orAmerican Express). Net 30 credits terms may begranted upon completion of our credit applicationform. C.O.D. orders are available upon request.

31-800-333-5180

Standard Ink Colors

PMS 208 Burgundy

PMS 151

Warm Red

VioletPMS 423 Gray

PMS 281 Blue PMS 185 Red Process Blue PMS 209 PMS 342 PMS 175 PMS 201

PMS 464 Brown

Reflex Blue Rubine Red PMS 314 Blue

PMS 3292 Green PMS 300 Blue PMS 348 Green

All other PMS ink colors available

Black

PMS 471 Brown

Compatible Business Forms

4

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 todiscourage color copier usage

✓ Microprint signature line

✓ Bleed through Arabic numbering

✓ Other security features available

These forms are available in stock and litho versions. Whether you choose the speed and economy of stockforms or the superior versatility and enhanced image of litho forms, you’ll find exactly what you need atAltec. Altec’s forms are 100% compatible with al l Sage PFW versions. Laser forms andinternational/bilingual forms are also available.

Stock Checks are economical and fast! Your company logo, company name and address, and phonenumber 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.

Litho Checks and Forms feature your logo and companyname printed in ink on each individual part of the form using the“offset litho” process for the highest quality. You get the bestlooking form and the most design freedom.

You can have up to seven parts, each part with unique “marginalwords” (instructions that insure fast, accurate routing and filing).Litho checks can be ordered with numerous safety features listedbelow.

Litho forms from Altec can print and ship within 7 days of receiptof your artwork. Rushes are available.

Double Stub AP Check

Single Stub AP Check

1-800-333-5180

Stock Paper Sequence: Multi-part checks and formshave the following part sequence:

Part 1: White Part 2: Canary Part 3: Pink Part 4: Goldenrod Part 5: White

DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTED

DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTE

DOCUMENT HAS A COLORED BACKGROUND. SECURITY FEATURES LISTE

Compatible Business Forms

5

Multiple Laser Parts AvailableNow you can enjoy theconvenience of multiple partsprinted with your laser printer.Our multi-part laser forms cometo you pre-collated in coloredsequence. You simply set yourprinter to print multiple copiesof each form.

Your Altec representative cangive you more information onthe instructions needed toproperly collate your laser formsdepending on your printer model.

1-800-333-5180

)

Other compatibleforms available forSage PFW. Call yourrepresentative forsamples!

QuotationAcknowledgementBill Of LadingCredit MemoPacking List (AR)Packing List (OE)Purchase Order Requisition

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. Laserchecks and forms are offset litho printed for the highest quality on paper stock tested on HP LaserPrinters to ensure perfect form feeding. Altec does not recommend putting block outs on laser forms andcannot guarantee their effectiveness.

Sage PFW compatible forms are available in laser or continuous formats.

Sales Order Also Available

Statement Work Order

Invoice Purchase Order

Altec guarantees you the correct form for whatever version of Sage PFW you arerunning! No forms obsolescence with products and services from Altec!

All Software Versions Availableand 100% Compatible!

Compatible Forms Available For AllModules Including Process Manufacturing

MICR Check Printing, Mail Solutions, Tax Forms and Envelopes

6

Let our knowledgeable Sales Representatives determine which tax form best fits yourstate requirements or request our comprehensive, informative 32-page catalog. Eitherway, you’ll get exactly the tax forms you need from Altec. Our catalog provides you witha wealth of tax related information such as how to select the proper W-2 forms, individualstate requirements, filing dates for various forms, magnetic media specifications andmore. You have access to the widest selection of tax forms in the industry... plus theinformation to use them correctly.

Compatible Envelopes

1-800-333-5180

9 x 12 single window envelopeholds up to 50 sheets

This area can bepersonalized withadvertisinginformation atno extra charge

AccountingInformation

Enclosed

Altec offers a variety of printing options to accommodate your unique check printingrequirements. By utilizing your existing laser printer with Altec’s MICR solutionconsisting of DIMM technology, MICR toner cartridge and blank check stock, Altec canhave you up and running quickly with an affordable MICR check printing solution. Fora 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.

Folded and sealed “z-fold” mailer

AP MICR Solutions

Add the Pressure Seal Solution and Boost Efficiency When Processing Checks

PL802 Checks PL852 Forms

Double Window Envelopes

PL801 Checks PL851 Forms

Single Window Envelopes

All single window envelopes can bepersonalized with your companyname and logo in one or twocolors.

AP MICR Blank Check Stock 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.

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 inblue, green, burgundy or rainbow pantographs for a quick affordable check stockoption. Compatible double or single window envelopes are available.

Tax Forms

If your transactions are of significant volume, reduce theresources needed to fold, stuff, and seal your checks orinvoices for mailroom preparation. Altec’s Pressure Sealsolution is a stand-alone unit small enough to fit on yourdesk. With Altec’s pressure sealsolution, your check stock is providedon documents that can be folded,sealed and ready for the mailroom inminutes.

Check and envelope all in one!

Mr. John DoeABC COMPANY5 Main StreetHometown, State 30003

Widest product line in the industry approved by the U.S. Government

s

From unique column headings to eye-catching “phantoms” of your logo, custom forms give youexactly what you need.

A heading/logo unique to your business

Unique ink color

Column heads unique to your business

Heavy weight firstand second parts;

standard weight forthird (file) copy

“Phantom” of yourcompany’s logo

Extra perforation

Custom Forms

7

Create Custom Forms with Crystal Reports ®

Document Design Services available through Altecfor Sage PFW Altec allows you to communicate your business transactions more effectively by revising how the informationis 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 communicateand highlight information to your trading partners and customers. A well-designed document will enhancereadability and convey information that will facilitate collections, result in enhanced customer care andpromote a professional image. The form templates can be designed according to your unique businessneeds by adding fields, adjusting columns and creating personalized headings. The Design ServicesDepartment at Altec will “re-map” the data using reporting solutions, and then email a new Crystal Reportfile 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 CrystalReport file. We guarantee 100% compatibility with your current version of Sage PFW. Authorized BusinessPartners are encouraged to call.

urerhalde

1-800-333-5180

e 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

8

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

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 canbe 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

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

1-800-333-5180

Output Manager

91-800-333-5180

Reduce the costs and bottlenecks

of paperprocessing!

Doc-link integrated to Sage PFW captures, archives, workflows, and routesbusiness documents and reports to reduce handling costs and increaseproductivity.

• 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

Read on to learn more about doc-link and see how integrated document management can increase accounts payable productivity in 6 easy steps!

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

Integrated Document Management

1-800-333-5180

Doc-link is an integrated document management (IDM) solution that interfaces with Sage PFW toeliminate the bottlenecks associated with handling, filing, and retrieving paper documents. Bybringing documents to the desktop, doc-link dramatically increases productivity and enhancescommunication between customers, vendors, and employees.

Doc-link captures forms, reports, and documents directly from Sage PFW through our ElectronicReport Management (ERM) technology for ease of indexing, archiving, and retrieving documents inseconds. Documents external to the organization, like vendor invoices, can be captured through scanning or directly viafax or email. With our configurable workflow module, traditional business processes for invoice approvals, audits, andvouchering can be done electronically. Our unique integration to Sage PFW enables side by side voucher entry, auto-indexing 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 toleave your desktop to look for files or missing paper documents!

Combined with Output Manager, our automated output management solution, you can establish recipient and routingschedules that enable you to deliver forms and reports to users based on their preferred method of delivery, format andschedule. Imagine, automatically faxing or emailing invoices and statements to customers, or automatically routingcopies of routine reports to sales representatives and department managers, and eliminating the costs associated withpostage and mailroom operations.

PDF

capture workflow route

10

o

Streamlining Accounts Payable 6 Easy Processing Steps

Receive AP invoicesReceive AP invoices from vendors or remote offices by email, fax, electronic file transfer or mail.All mailed invoices are scanned.

1

2

3

Assign to AP processor queueAll captured vendor invoices are electronically distributed or ‘assigned’ to an AP individual’sprocessor queues. Invoices can be pre-indexed to easily locate during the approval process.

4 Voucher invoicesEach accounts payable clerk receives approved invoices electronically from managers. A side-by-side view of the voucher entry screen and the invoice image enables AP clerks to easilyand quickly voucher invoices. Users can also review all supporting documents such aspurchase order, receiver, etc. from the AP Entry Screen.

Electronically approve invoicesThrough workflow and via the web, vendor invoices can be sent to a manager’s desktopelectronically for approval. The approval process is configured to a company’s paper process.Approvers “electronically stamp”the invoice with the appropriatestatus (such as, Approved,Disapproved, On Hold, etc.). Thestamp is tailored to each approverand enables critical information tobe keyed into the stamp, such as,GL distribution codes, or that whichis automatically provided, such asthe log-on of the approver, and thedate and time of the approval. Theapproval stamp is a permanentnotation to be put directly on theinvoice image providing anunalterable audit. Once approved,the invoices are sent electronicallythrough workflow to theappropriate processing queue inaccounts payable.

Doc-link brings greater financial control to managing payablesprocessing from receipt of vendor invoices to voucher entry. Withdoc-link users can match purchase orders, receivers, and vendorinvoices directly from the desktop for quick reconciliation andresolution. Users are also able to electronically view the invoiceand supporting documents from their desktops, streamliningpaper-matching processes.

111-800-333-5180

5

6

12 1-800-333-5180

Purchase Order AP Check Invoice

Automatic indexing and electronically filing of entered invoices Once the invoice is entered into Sage PFW, the invoice image is automatically indexed with theinvoice data and stored in the doc-link database. Doc-link also maintains all electronic “filecopies” (i.e., the invoice is linked to its purchase order, the vendor, a project, etc.) eliminatingthe need to maintain and file the paper invoice.

Review invoices for payment from the desktopPaying checks is easier and faster with doc-link. The check signer or authorizer can reviewinvoices and checks for signature, or have the documents printed to an Altec MICR checkprinting system from the desktop. When the checks are approved and printed, doc-linkautomatically captures the check and stores it in doc-link, as well as “retro-indexes” thecheck information (number and date) to all invoices paid by each check.

Companies experience a significant productivity increase with their accounts payableprocessing 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.

capture

capture documents internallyand externally

• ERM (Electronic Report Management)captures and automatically indexesinvoices, purchase orders, accountspayable and payroll checks and allreports from your softwareaccounting package.

• Allows users to capture in-bounddocuments by scanning, faxing andemailing from remote offices. Anydocument from MS Windowsoperating system can beautomatically captured.

• From the desktop, users canretrieve, view, annotate, print, faxand email documents or reports.Users are granted permission to viewdocuments based on roles whichassures security.

• Collections can fax or email invoicecopies with delivery receipt backup inseconds from the desktop.

• Streamlines any paper intensiveprocess like accounts payable andeliminates the costly downtimeassociated with manually retrievingpaper documents and files.

• Documents, reports and electronic files are accessed in seconds.

workflow processes that providecontrol of documents

• Allows you to configure your workflowto match your processing approval stepsin sales order processing and payablesmanagement.

• Workflow, integrated with your payablesprocesses, moves invoices through yourbusiness for approval and voucheringinto your financial software application,and automatically links the invoice withthe check when the check is printed.

• Facilitates auditing/matching of invoiceswith purchase orders, receivers andpacking slips for instant reconciliation.

• Eliminates opening vendor invoicesreceived via mail by allowing vendorsto fax or email documents directly todoc-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 approveinvoices for payment and distributecosts prior to entering invoiceinformation into the accounting system.Accounting personnel can import thedata directly into the voucher entryscreen eliminating transposition errorsand double keying of data.

• Managers can instantly recall invoices byaccount charged within date range.Auditors have access to all invoices byaccount, amount or vendor.

capture, transform and deliverprinted and digital documents

• Automatically captures print files fromany business application andprocesses the print stream throughrecipient lists and routing tables todeliver documents via traditionalprint, email, fax, or FTP. Additionally,the data you are sending can betransformed into XML, HTML, TIFF,and CSV formats.

• Sends documents in multipleformats, re-purposing the data tomeet the recipient’s uniquerequirements, eliminating the needto re-key the information.

• Eliminates the expense of pre-printed 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 faxdocuments and reports from thedesktop on demand or automaticallyschedule 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 attachessupporting documents for delivery.Proof of delivery can be routed withthe customer invoice.

workflow route

131-800-333-5180

5PFW048 rev. 9/05 4000Copyright® by Sage Software, Inc. All Rights Reserved.

Altec23422 Mill Creek Drive, Suite 225

Laguna Hills, CA 92653 800-333-5180949-727-1248

fax 949-597-1200www.altec-inc.com

®