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AAS-Cover.doc, printed on 5/3/2005, at 1:20:04 AM. Last saved on 5/3/2005 1:19:00 AM.

ACCPAC Advantage Series


Integration Guide

2Point Communications, Inc. Confidential


AAS-Cover.doc, printed on 5/3/2005, at 1:20:04 AM. Last saved on 5/3/2005 1:19:00 AM.

© Copyright 2004-2005 2Point Communications, Inc. All rights reserved.

2Point Communications, Inc.


Publisher

No part of this document may be copied, photocopied, reproduced, translated,


microfilmed, or otherwise duplicated on any medium without written consent of 2Point
Communications, Inc.

Use of the software programs described herein and this document is subject to the 2Point
License Agreement enclosed in the software package.

2Point, the 2Point logo, Messenger Series, FAXserve, VOICEserve, and MOBILEserve are
registered trademarks or trademarks of 2Point Communications, Inc. or its affiliates in
the United States and/or other countries. All other marks are trademarks or registered
trademarks of their respective companies.

2Point Communications, Inc. Confidential


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2Point Communications, Inc.


End User License Agreement
For Indicated Evaluation, Demonstration or Retail Software

THIS END USER LICENSE AGREEMENT APPLIES TO THESE 2POINT SOFTWARE PRODUCTS:
ƒ ƒ
2Point Messenger™ Series BitWare®
ƒ ƒ
FAXserve® BitFax®
ƒ ƒ
VOICEserve® MOBILEserve®

IMPORTANT – READ CAREFULLY BEFORE YOU CLICK ON THE “I ACCEPT” BUTTON:


This End User License Agreement (“EULA”) is a legal agreement between You (“You” and “Your” includes a
person and/or an individual entity) and 2Point Communications, Inc. (“2POINT”) concerning the specified
evaluation, demonstration and/or retail software products(s) (hereinafter respectively referred to as “Evaluation
Product,” “Demonstration Product” and “Retail Product”; and collectively referred to as “Software”). The
Software includes all component parts, the associated media, any printed materials, any updates, and any “online”
or electronic documentation, as applicable. By accessing, installing, copying or otherwise using the Software,
You agree to be bound by the terms of this EULA. If You do not agree to the terms of this EULA, 2POINT is
unwilling to license the Software to You. In such event, You may not access, use or copy the Software, and You
should promptly contact 2POINT for instructions on returning the Software. WRITTEN ASSENT IS NOT A
PREREQUISITE TO THE VALIDITY OR ENFORCEABILITY OF THIS EULA.
____________________________________________________________________________________________
1. License.
a. License Grant.
(i) Retail Product. If You licensed a Retail Product, subject to the payment of all applicable license
fees, and the terms and conditions of this EULA, 2POINT hereby grants to You a limited, non-sublicensable, non-
exclusive, non-transferable right to install and run one copy of the specified version of the Software and the
accompanying documentation, solely for Your individual use. This EULA authorizes You to make one copy of
the Retail Product solely for backup or archival purposes, provided that the copy You make contains all of the
proprietary notices set forth in or on the original version of the Software.
(ii) Demonstration Product. If You licensed a Demonstration Product, subject to the payment of all
applicable license fees, and the terms and conditions of this EULA, 2POINT hereby grants to You a limited, non-
sublicensable, non-exclusive, non-transferable and revocable right to install and run copies of the Demonstration
Product and the accompanying documentation, solely on computer(s) owned or controlled exclusively by You, for
Your individual use and for demonstration, marketing, promotional, end user support, training and/or development
purposes, each to the extent permitted and/or required under the applicable 2POINT Solution Provider, Certified
Consultant, Development Partner, Professional Accountant Recommender, Online Referral Partner, Hosting
Partner, Recognized Training Center, Distribution Agreement or other applicable agreements between You and
2POINT (collectively the “Other 2POINT Agreement”). Use of the Demonstration Product is limited to not more
than the number of concurrent users and/or seats as specified in the Other 2POINT Agreement, multi-user
license, product packaging or accompanying documentation. This EULA authorizes You to make one copy of the
Demonstration Product solely for backup or archival purposes, provided that the copy You make contains all of
the proprietary notices set forth in or on the original version of the Software. You may have additional rights as
may be set forth in the applicable Other 2POINT Agreement.
(iii) Evaluation Products. If You licensed an Evaluation Product, subject to the terms and conditions of
this EULA, 2POINT hereby grants to You a limited, non-sublicensable, non-exclusive, non-transferable and
revocable right to install and run one copy of the Evaluation Product and the accompanying documentation, solely
for Your individual use for evaluation purposes.
(iv) All Software. Upon receipt of the appropriate Software registration information, 2POINT will provide
You an alphanumeric key (the “Activation Code” or “PAC Code”) to enable You to use the Software pursuant to
the terms of this EULA. Documentation shall include, but not be limited to, any printed materials, “online” or
electronic data provided by or obtained from 2POINT with regard to this Software (“Documentation”). The
Software and Documentation are licensed, not sold. Even though copies of the Software may be provided on
media of different formats, copies of the Software on different media formats do not constitute multiple licenses to
the Software. If the Software is licensed as a suite or bundle with more than one specified Software product, this
EULA applies to all such specified Software products, subject to any restrictions or usage terms specified on the

2Point Communications, Inc. Confidential


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applicable product packaging or accompanying documentation that applies to any of such Software products
individually.
b. Single-User. If this Software is licensed as a single user product, You may use only one copy of the
Software, by not more than one user at a time, on a total of one computer or workstation, or personal digital
assistant, or pager, or “smart phone,” or one such other electronic device for which the Software was designed
(“Client Device”), unless otherwise set forth herein. The component parts of the Software may not be used
individually or jointly in full or in part on more than one Client Device, unless otherwise set forth herein. The
Software is “in use” on a computer when it is loaded into the temporary memory (i.e., random-access memory or
RAM) of that Client Device.
c. Multi-User. If the Software is licensed with multi-user or networked license terms, You may use the
Software on one server computer, or a greater number as specified in the applicable multi-user license, product
packaging or accompanying documentation, within a multi-user or networked environment for connecting, directly
or indirectly, to not more than the maximum number of Client Devices, concurrent users and/or seats, as specified
in the applicable multi-user license, product packaging or accompanying documentation. Use of software,
hardware or services that bypass any Software license restrictions and/or reduce the number of Client Devices,
concurrent users and/or seats, as may be applicable, accessing or utilizing the Software (e.g., “multiplexing,”
“pooling,” or third party add on software or hardware) expressly does not reduce the number of licenses required
(i.e., the required number of licenses would equal the number of distinct inputs to the multiplexing or pooling
software or hardware “front end”). If the number of Client Devices, concurrent users and/or seats that can
potentially connect to the Software exceeds or has the potential to exceed the number of licenses You have
obtained, then You must have a reasonable self-enforcing automatic mechanism in place to ensure that Your use
of the Software does not exceed the use limits specified for the license You have obtained.
2. Term. Regardless of the location of the Software, You are responsible for strict compliance with any and all
of the terms and conditions of this EULA. This EULA will terminate automatically if You fail to comply with any of
the limitations or other requirements described herein, and such termination shall be in addition to and not in lieu
of any criminal, civil or other remedies available to 2POINT. When this EULA terminates, You must immediately
cease using the Software and destroy all copies of the Software and the Documentation. You may terminate this
EULA at any point by destroying all copies of the Software and the Documentation.
a. Retail Product. If You licensed a Retail Product, this EULA is effective unless and until You or 2POINT
terminates the EULA earlier, in accordance with the terms set forth herein.
b. Demonstration Product. If You licensed a Demonstration Product, this EULA is effective unless and
until You or 2POINT terminates the EULA earlier, in accordance with the terms set forth herein or the terms set
forth in Your Other 2POINT Agreement or upon the earlier termination or expiration of Your Other 2POINT
Agreement.
c. Evaluation Product. If You licensed an Evaluation Product, this EULA is effective for a period
commencing on the earliest date this Evaluation Software is downloaded, installed or first run and thereafter
continuing for the period specified in the product packaging or accompanying documentation, unless sooner
terminated by You or 2POINT in accordance with the terms set forth herein, but in no event shall such term
exceed one hundred and eighty (180) days.
3. Updates. 2POINT may, at its sole discretion, make bug fixes, updates and/or service packs available.
2POINT’s maintenance service, if applicable and offered, is available for Retail Product at an additional cost to
You, as Licensee, under a separate written agreement. 2POINT’s maintenance service is not available for
Evaluation Product.
4. Ownership Rights.
a. Ownership of Software. The Software and Documentation are protected by United States patent,
copyright laws and other intellectual property laws, and international treaty provisions. 2POINT and its third party
licensors, if any, retain all title to and, except as expressly and unambiguously licensed herein, all rights and
interest in (a) the Software, including, but not limited to, all copies, versions, customizations, compilations and
derivative works thereof (by whomever produced) and all related Documentation; (b) the 2POINT trademarks,
service marks, trade names, icons and logos; (c) any and all copyright rights, patent rights, trade secret rights and
other intellectual property and proprietary rights throughout the world in the foregoing; and (d) all Confidential
Information (as defined in Section 14 below). You acknowledge that Your possession, installation, or use of the
Software does not transfer to You any ownership, title, or registrable interest of any kind to the intellectual
property in the Software, and that You will not acquire any rights to the Software except as expressly set forth in
this EULA. You agree that all backup, archival, or any other type of copies of the Software and Documentation
will contain the same proprietary notices that appear on and in the Software and Documentation.
b. Submissions. Should You decide to submit any materials to 2POINT via electronic mail, through or to
2POINT website(s), or otherwise, whether as feedback, data, questions, comments, ideas, concepts, techniques,

2Point Communications, Inc. Confidential


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suggestions or the like, You agree that such submissions are unrestricted and shall be deemed non-confidential
upon submission. You grant to 2POINT and its assigns a non-exclusive, royalty-free, worldwide, perpetual,
irrevocable license, with the right to sublicense, to use, copy, transmit, distribute, create derivative works of,
commercialize, display and perform such submissions.
5. Restrictions. You may not rent, lease, sublicense, loan, sell, distribute, market or commercialize any portion
of the Software or its components. You may only install and use the Software on hardware which is (a) under
Your exclusive control and (b) in the case of hardware performing any server functions, located at premises where
You normally conduct day-to-day business operations. Notwithstanding the foregoing, if the Software is hosted
under the auspices of an authorized 2POINT Hosting Partner, it may be installed on server hardware located at
premises under the exclusive or primary control of such Hosting Partner or its agent. You may not permit any
parent, affiliate, subsidiary or any other third parties to benefit from the use or functionality of the Software, either
directly or via a facility management, timesharing, service bureau or any other arrangement; provided, however,
that You may use the Software, as provided herein, to process the data of an affiliate or subsidiary of which You
own more than fifty percent (50%); provided, however, You may not exceed the number of datasets specified on
the applicable product packaging or accompanying documentation. You may not use the Software as part of a
facility management, timesharing, or service bureau arrangement. You may not transfer any or all of the rights
granted to You under this EULA. To the maximum extent this restriction is permitted under applicable law, You
may not rename files of, modify, translate, localize, decompile, disassemble, decrypt, reverse engineer, attempt to
derive source code from, remove any proprietary notices from, or create derivative works based upon the
Software, in whole or in part. You may not duplicate or copy any portion of the Software or Documentation, unless
otherwise set forth herein. You may not remove any proprietary notices or labels on the Software, including, but
not limited to, the 2POINT and product names wherever they may appear. All rights not expressly set forth
hereunder are reserved by 2POINT. 2POINT reserves the right to periodically conduct audits upon advance
written notice to verify compliance with the terms of this EULA.
6. Warranty and Disclaimer.
a. Limited Warranty. 2POINT warrants that for ninety (90) days from the date of original purchase the
media on which the Software is contained will be free from defects in materials and workmanship.
b. Customer Remedies. 2POINT entire liability and Your exclusive remedy shall be replacement of the
defective media. To receive replacement of defective media, You must receive a return authorization number
from 2POINT and return the defective media to 2POINT at Your expense with a copy of Your receipt. This limited
warranty is void if the defect has resulted from accident, abuse, or misapplication. Any replacement media will be
warranted for the remainder of the original warranty period. This remedy is not available to the extent it is
prohibited under United States export control laws and regulations.
c. Warranty Disclaimer. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AND
EXCEPT FOR THE LIMITED WARRANTY SET FORTH HEREIN, THE SOFTWARE (AND ACCOMPANYING
DOCUMENTATION) IS PROVIDED ON AN “AS IS” BASIS WITHOUT WARRANTY OF ANY KIND, EXPRESS
OR IMPLIED. WITHOUT LIMITING THE FOREGOING PROVISIONS, YOU ASSUME SOLE RESPONSIBILITY
FOR SELECTING THE SOFTWARE TO ACHIEVE YOUR INTENDED RESULTS, AND SOLE RESPONSIBILITY
FOR THE INSTALLATION OF, USE OF, AND RESULTS OBTAINED FROM THE SOFTWARE. WITHOUT
LIMITING THE FOREGOING PROVISIONS, 2POINT MAKES NO WARRANTY THAT THE SOFTWARE WILL
BE ERROR-FREE, VIRUS FREE, OR FREE FROM INTERRUPTIONS OR OTHER FAILURES OR THAT THE
SOFTWARE WILL SATISFY YOUR SPECIFIC REQUIREMENTS. TO THE MAXIMUM EXTENT PERMITTED
BY APPLICABLE LAW, 2POINT DISCLAIMS ALL WARRANTIES AND CONDITIONS, EITHER EXPRESS,
IMPLIED, OR STATUTORY, INCLUDING BUT NOT LIMITED TO ANY (IF ANY) IMPLIED WARRANTIES OR
CONDITIONS OF MERCHANTABILITY, OF FITNESS FOR A PARTICULAR PURPOSE, OF LACK OF
VIRUSES, OF LACK OF ACCURACY OR COMPLETENESS OF RESPONSES, OF RESULTS, AND LACK OF
NEGLIGENCE OR LACK OF WORKMANLIKE EFFORT, ALL WITH REGARD TO THE SOFTWARE AND
ASSOCIATED DOCUMENTATION. THERE IS NO WARRANTY OR CONDITION OF TITLE, QUIET
ENJOYMENT, QUIET POSSESSION, CORRESPONDENCE TO DESCRIPTION, OR NON-INFRINGEMENT
WITH REGARD TO THE SOFTWARE. THE ENTIRE RISK OF THE QUALITY OF OR ARISING OUT OF USE
OR PERFORMANCE OF THE SOFTWARE, IF ANY, REMAINS SOLELY WITH YOU. SOME STATES AND
JURISDICTIONS DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES, SO THE ABOVE LIMITATION
MAY NOT APPLY TO YOU. THE FOREGOING PROVISIONS SHALL BE ENFORCEABLE TO THE MAXIMUM
EXTENT PERMITTED BY APPLICABLE LAW.
d. Indemnification. You agree to defend, indemnify and hold harmless 2POINT and its directors, officers,
employees, affiliates, sublicensees, and agents from and against all claims, defense costs (including reasonable
expert and attorneys' fees), judgments and other expenses arising out of or on account of any negligent act,
omission, or willful misconduct by You or on Your behalf in (i) the installation or use of the Software or (ii) your
compliance or failure to comply with this EULA.

2Point Communications, Inc. Confidential


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e. Data. YOU ACKNOWLEDGE THAT ANY DATA ENTRY, CONVERSION OR STORAGE IS SUBJECT
TO THE LIKELIHOOD OF HUMAN AND MACHINE ERRORS, MALICIOUS MANIPULATION, OMISSIONS,
DELAYS, AND LOSSES, INCLUDING, BUT NOT LIMITED TO, INADVERTENT LOSS OF DATA OR DAMAGE
TO MEDIA THAT MAY RESULT IN LOSS OR DAMAGE TO YOU AND/OR YOUR PROPERTY, AND/OR YOUR
DETRIMENTAL RELIANCE ON MALICIOUSLY MANIPULATED DATA. 2POINT SHALL NOT BE LIABLE FOR
ANY SUCH ERRORS, OMISSIONS, DELAYS, OR LOSSES. YOU ARE RESPONSIBLE FOR ADOPTING
REASONABLE MEASURES TO LIMIT THE IMPACT OF SUCH PROBLEMS, INCLUDING BACKING UP DATA,
ADOPTING PROCEDURES TO ENSURE THE ACCURACY OF INPUT DATA, EXAMINING AND CONFIRMING
RESULTS PRIOR TO USE, ADOPTING PROCEDURES TO IDENTIFY AND CORRECT ERRORS AND
OMISSIONS, REPLACING LOST OR DAMAGED MEDIA, AND RECONSTRUCTING DATA. YOU ARE ALSO
RESPONSIBLE FOR COMPLYING WITH ALL LOCAL, STATE, AND FEDERAL LAWS PERTAINING TO THE
USE AND DISCLOSURE OF ANY DATA. IF YOU LICENSED AN EVALUATION PRODUCT, YOU
ACKNOWLEDGE AND UNDERSTAND (I) THAT THE EVALUATION PRODUCT MAY BE USED FOR
EVALUATION PURPOSES ONLY, (II) THAT THE EVALUATION PRODUCT SHALL BE OPERABLE ONLY
FOR A LIMITED TIME AND (III) THAT, UPON EXPIRATION OF THE EVALUATION PERIOD, ANY DATA OR
OTHER INFORMATION USED WITH, PROCESSED BY AND/OR STORED IN CONJUNCTION WITH THE
EVALUATION PRODUCT MAY BE IRRETRIEVABLE, UNRECOVERABLE AND/OR OTHERWISE UNUSABLE.
f. Authorized 2POINT Solution Providers and Certified Consultants. ANY AUTHORIZED 2POINT
SOLUTION PROVIDER, CERTIFIED CONSULTANT, RESELLER, INSTALLER OR CONSULTANT IS NOT
AFFILIATED WITH 2POINT IN ANY CAPACITY OTHER THAN AS A RESELLER, INSTALLER OR
CONSULTANT OF 2POINT’S PRODUCTS AND HAS NO AUTHORITY TO BIND 2POINT OR MODIFY ANY
LICENSE OR WARRANTY. 2POINT MAKES NO REPRESENTATIONS, WARRANTY, ENDORSEMENT OR
GUARANTEE WITH RESPECT TO THE SKILLS OR QUALIFICATIONS OF ANY AUTHORIZED 2POINT
SOLUTION PROVIDER, CERTIFIED CONSULTANT, RESELLER, INSTALLER OR CONSULTANT AND YOU
ARE ENCOURAGED TO INDEPENDENTLY INVESTIGATE THE SKILLS AND QUALIFICATIONS OF ANY
AUTHORIZED 2POINT SOLUTION PROVIDER, CERTIFIED CONSULTANT, RESELLER, INSTALLER OR
CONSULTANT WITH WHOM YOU ASSOCIATE.
7. Limitation of Liability. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY, WHETHER
IN TORT, CONTRACT, OR OTHERWISE, SHALL 2POINT BE LIABLE TO YOU OR TO ANY OTHER PERSON
OR ENTITY FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY
CHARACTER WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS,
LOSS OF GOODWILL, LOSS OF CONFIDENTIAL OR OTHER INFORMATION, FOR BUSINESS
INTERRUPTION, WORK STOPPAGE, COMPUTER FAILURE OR MALFUNCTION, FOR PERSONAL INJURY,
LOSS OF PRIVACY, FOR FAILURE TO MEET ANY DUTY INCLUDING A DUTY OF GOOD FAITH OR OF
REASONABLE CARE, FOR NEGLIGENCE (WHETHER ACTIVE OR PASSIVE), AND FOR ANY OTHER
PECUNIARY OR OTHER LOSS WHATSOEVER) ARISING OUT OF OR IN ANY WAY RELATED TO THE USE
OR INABILITY TO USE THE SOFTWARE, OR OTHERWISE UNDER OR IN CONNECTION WITH ANY
PROVISION OF THIS EULA, EVEN IN THE EVENT OF FAULT, TORT (INCLUDING NEGLIGENCE, AND
GROSS NEGLIGENCE), STRICT LIABILITY, BREACH OF CONTRACT, OR BREACH OF WARRANTY BY
2POINT, AND EVEN IF 2POINT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO
EVENT WILL 2POINT BE LIABLE FOR ANY DAMAGES IN EXCESS OF THE LIST PRICE 2POINT CHARGES
FOR A LICENSE TO THE SOFTWARE. THIS LIMITATION OF LIABILITY SHALL NOT APPLY TO LIABILITY
FOR DEATH OR PERSONAL INJURY TO THE EXTENT THAT APPLICABLE LAW PROHIBITS SUCH
LIMITATION. FURTHERMORE, SOME STATES AND JURISDICTIONS DO NOT ALLOW THE EXCLUSION
OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION AND EXCLUSION
MAY NOT APPLY TO YOU. THE FOREGOING PROVISIONS SHALL BE ENFORCEABLE TO THE MAXIMUM
EXTENT PERMITTED BY APPLICABLE LAW.
8. Entire Agreement. This EULA expressly supersedes and completely replaces any and all prior end user
license agreements. 2POINT shall not be bound by or liable to You for any pre-existing or contemporaneous
written or oral representations or warranties, made by anyone, with respect to the Software Product, including any
authorized Solution Provider, Certified Consultant, distributor or reseller or their respective agents, employees, or
representatives, nor shall You be deemed a third party beneficiary of any obligations of 2POINT to any such
Solution Provider, Certified Consultant, distributor or reseller.
9. Attorneys’ Fees. If any party employs attorneys to enforce any rights arising out of or relating to this EULA,
the prevailing party shall be entitled to recover its reasonable attorneys’ fees, costs, and other expenses.
10. Severability. If any provision of this EULA is held to be unenforceable, the enforceability of the remaining
provisions shall in no way be affected or impaired thereby.
11. United States Government. The Software and accompanying Documentation are deemed to be

2Point Communications, Inc. Confidential


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“commercial computer software” and “commercial computer software documentation,” respectively, pursuant to
DFAR Section 227.7202 and FAR Section 12.212, as applicable. Any use, modification, reproduction, release,
performance, display or disclosure of the Software and accompanying Documentation by the United States
Government shall be governed solely by the terms of this EULA and shall be prohibited except to the extent
expressly permitted by the terms of this EULA.
12. Export Controls. You acknowledge that the Software may be subject to export controls imposed by U.S.
laws and regulations. During the term of this EULA, You agree to comply with the U.S. Foreign Corrupt Practices
Act and with all export laws and restrictions and regulations of the United States Department of Commerce or
other United States or foreign agency or authority, and not to knowingly export, re-export, download, or allow the
export, re-export or downloading of the Software or Documentation and any underlying information or technology
in violation of any such restrictions, laws or regulations, to Afghanistan, Cuba, Iran, Iraq, Libya, North Korea or to
any Group D:1 or E:2 country (or to any national of such countries), specified in the then current Supplement No.
1 to Part 740, or in violation of the embargo provisions in Part 746 of the U.S. Export Administration Regulations
(or any successor regulations or supplement), except in compliance with all licenses and approvals required
under applicable export laws and regulations, including, without limitation, those of the United States Department
of Commerce. By accessing, installing, downloading or using the Software You are agreeing to the foregoing and
You are certifying that You are not located in, under the control of, or a national or resident of any such country or
on any such list.
EXPORT OF THE SOFTWARE MAY BE SUBJECT TO COMPLIANCE WITH THE RULES AND REGULATIONS
PROMULGATED FROM TIME TO TIME BY THE BUREAU OF EXPORT ADMINISTRATION, UNITED STATES
DEPARTMENT OF COMMERCE, WHICH RESTRICT THE EXPORT AND RE-EXPORT OF CERTAIN
PRODUCTS AND TECHNICAL DATA. YOU ACKNOWLEDGE AND AGREE THAT IF THE EXPORT OF THE
SOFTWARE IS CONTROLLED UNDER SUCH RULES AND REGULATIONS, THEN YOU SHALL NOT CAUSE
THE SOFTWARE TO BE EXPORTED OR RE-EXPORTED, DIRECTLY OR INDIRECTLY, (A) WITHOUT ALL
EXPORT OR RE-EXPORT LICENSES AND UNITED STATES OR OTHER GOVERNMENTAL APPROVALS
REQUIRED BY ANY APPLICABLE LAWS, OR (B) IN VIOLATION OF ANY APPLICABLE PROHIBITION
AGAINST THE EXPORT OR RE-EXPORT OF ANY PART OF THE SOFTWARE. SOME COUNTRIES HAVE
RESTRICTIONS ON THE USE OF ENCRYPTION WITHIN THEIR BORDERS, OR THE IMPORT OR EXPORT
OF ENCRYPTION EVEN IF FOR ONLY TEMPORARY PERSONAL OR BUSINESS USE. YOU
ACKNOWLEDGE THAT THE IMPLEMENTATION AND ENFORCEMENT OF THESE LAWS IS NOT ALWAYS
CONSISTENT AS TO SPECIFIC COUNTRIES. YOU ACKNOWLEDGE THAT IT IS YOUR ULTIMATE
RESPONSIBILITY TO COMPLY WITH ANY AND ALL GOVERNMENT EXPORT AND OTHER APPLICABLE
LAWS AND THAT 2POINT HAS NO FURTHER RESPONSIBILITY AFTER THE INITIAL LICENSE TO YOU
WITHIN THE ORIGINAL COUNTRY OF LICENSE.
13. High Risk Activities. The Software is not fault-tolerant and is not designed or intended for use in hazardous
environments requiring fail-safe performance, including without limitation, in the operation of nuclear facilities,
aircraft navigation or communication systems, air traffic control, weapons systems, direct life-support machines, or
any other application in which the failure of the Software could lead directly to death, personal injury, or severe
physical or property damage (collectively, “High Risk Activities”). 2POINT expressly disclaims any express or
implied warranty of fitness for High Risk Activities.
14. Confidentiality. You agree that the Software, including, but not limited to, all source and object code
components, screen shots and displays, graphical user interfaces, algorithms, formulae, data structures, scripts,
application programming interfaces and protocols, and the Documentation (collectively the “Confidential
Information”) are trade secrets of 2POINT and are owned by 2POINT or, where applicable, its third-party
licensors. You agree to retain all Confidential Information in strict confidence at least with the same amount of
diligence that You exercise in preserving the secrecy of Your most-valuable information, but in no event less than
reasonable diligence. You agree to: (i) only disclose Confidential Information to Your employees and agents to
the extent required to use the Software under the terms of this EULA and not to disclose or disseminate the
Confidential Information to any third party without the prior written consent of 2POINT, (ii) use the Confidential
Information solely for Your benefit as provided for herein and not to allow any third party to benefit from the
Confidential Information, and (iii) bind Your employees and agents, by terms no less restrictive than those set
forth herein, to maintain the confidentiality of such Confidential Information, and not use or disclose such
information except as permitted under this EULA. Notwithstanding the disclosure of any Confidential Information
for any reason, such Confidential Information shall continue to be owned by 2POINT or its licensors. Nothing
contained herein shall be deemed to prevent You from disclosing or disseminating Your data, in any format or any
report, to whomever You so choose. Notwithstanding anything else to the contrary in this Section 14, and only
with respect to Demonstration Product, You are permitted to use the Demonstration Product to demonstrate and
promote the functionality and benefits of the Product.
15. Miscellaneous. This EULA is exclusively governed by the laws of the United States and the State of
California, without reference to conflicts of law principles. In the event of a dispute or legal action between the

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parties, they agree to waive any objections to personal jurisdiction, and agree to service of process and exclusive
venue in the Federal District Court for Northern California or the California Superior Court of Alameda County.
The application of the United Nations Convention of Contracts for the International Sale of Goods is expressly
excluded. This EULA sets forth all of Your rights and is the entire agreement between the parties. This EULA
supersedes any other communications with respect to the Software and/or Documentation. This EULA may not
be modified except by a written addendum issued by a duly authorized representative of 2POINT. No provision
hereof shall be deemed waived unless such waiver shall be in writing and signed by a duly authorized
representative of 2POINT. You hereby acknowledge a breach of this EULA would cause irreparable harm and
significant injury to 2POINT that may be difficult to ascertain and that a remedy at law would be inadequate. You
agree that 2POINT shall have the right to seek and obtain immediate injunctive relief to enforce the obligations
under this EULA in addition to any other rights and remedies it may have. If any provision of this EULA is held
invalid, the remainder of this EULA shall continue in full force and effect. The controlling language of this EULA is
English. If You have received a translation into another language, it has been provided for Your convenience
only.
16. 2POINT Customer Contact. If You have any questions concerning these terms and conditions, or if You
would like to contact 2POINT for any other reason, please visit http://www.2point.com.

2Point Communications, Inc. Confidential


ACCPAC Advantage Series Integration Guide.doc, printed on 5/3/2005, at 1:36:21 AM. Last
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ACCPAC Advantage Series


Integration
Messenger Fax Features ................................................................................................................4
Installing Messenger Fax...............................................................................................................5
Installation Requirements......................................................................................................5
Installation Steps .....................................................................................................................6
Activate 2Point Messenger Module......................................................................................9
Messenger Settings ...............................................................................................................10
Understanding Messenger Fax Components ...........................................................................10
Setting up ACCPAC Advantage Address Book ...............................................................12
Setting Up ACCPAC Advantage Series ....................................................................................14
Canonical Phone Numbers ..................................................................................................14
Create Custom Cover Page Templates...............................................................................15
Customizing Fax Message Template..................................................................................15
Using Messenger Fax...................................................................................................................16
What ACCPAC Modules Can You Send Faxes?...............................................................16
Print Destination - Messenger Fax......................................................................................17
Sending One Invoice.............................................................................................................18
Sending a Batch of Invoices .................................................................................................21
Other Useful Information............................................................................................................23
Creating Custom SQL Address Book.................................................................................23

ACCPAC Advantage Series Integration Guide 1

2Point Communications, Inc. Confidential


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saved on 4/29/2005 6:53:00 PM.

2 2Point Messenger Series

2Point Communications, Inc. Confidential


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saved on 4/29/2005 6:53:00 PM.

ACCPAC Advantage Series


Integration
2Point FAXserve is a network fax system that lets users to send
faxes directly from their ACCPAC Advantage Series application.

Messenger Fax 2Point Messenger Series – FAXserve provides several specially


designed components to integrate tightly with ACCPAC
Advantage Series. These components are known as the
Messenger Fax option inside ACCPAC Advantage Series.

When installed and activated, Messenger Fax will appear as


another module/folder within ACCPAC Advantage Series.

Users can easily send a single invoice or automate a batch of


documents for fax transmission to selected customers.

Messenger Series and FAXserve is part of the 2Point Messenger Series‘ business
FAXserve communications software. It provides businesses complete
document delivery effectively and instantly. You may choose
from one or both of the two fax services available in FAXserve to
delivery your critical business documents:

ƒ Advanced Fax Server. Centralizes and utilizes the newest


industry’s high-capacity fax devices into a single secure fax
server. It allows you to leverage your in-house telecomm

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Messenger Fax Features

infrastructure for complete real-time fax delivery control and


cost savings.

ƒ Internet Fax Server. Lets you send and receive faxes


through 2Point’s hosted Internet Fax Service. Mailbox
subscribers can have their own, personal, local fax numbers,
without having to install and manage expensive fax
hardware. It lets you perform fax broadcasts without
blocking your production telephone lines.

Messenger Fax Features


As part of the FAXserve 8 promotion, the ACCPAC Advantage
Series Integration component – Messenger Fax, is available as
one of the FAXserve’s standard installable option.

Designed to work 2Point Messenger FAXserve integrates tightly with ACCPAC


together Advantage Series 5.3 – they were both designed and
implemented using each other APIs to provide complete
integration.

Here are some of the feature highlights:

ƒ Simple Print to Fax Delivery. Just change your Print


Destination to FAXserve 8 Print Driver.

ƒ Built into ACCPAC Advantage Series. FAXserve and


ACCPAC Advantage Series were designed to work together
seamlessly as one complete business application.

ƒ Automate Batch Fax Delivery. No more trouble-some


macros and batch files. Just point and click in ACCPAC
Advantage Series to create batches of fax jobs.

ƒ Easy to Use Compose Wizard. As part of the Messenger


Client, Compose Wizard makes creating a fax job easy.

ƒ Custom Designed AAS Address Book. FAXserve


provides a custom ACCPAC Advantage Series Address
Book directly connects to its AR, AP, and AR-National
Account database tables – centralizing all your business
contacts in one place.

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Installing Messenger Fax

ƒ Flexible and Easy Installation. FAXserve was special


designed and optimized to run on almost all system
configurations. It does not require NT Domain or Active
Directory – simple workgroup environment or even a
standalone PC will work. It does not even require expensive
fax hardware – you can simply use its Internet Fax Server.

Installing Messenger Fax


As mentioned previously, 2Point FAXserve 8 was designed to
reduce the minimum install requirements. Almost any
ACCPAC Advantage Series workstation and system would be
able to install.

Installation Requirements
Since Messenger Fax is a client integration component, it must be
installed into system that runs both the ACCPAC Advantage
Series software and the FAXserve’s Messenger Client software.

The target system must have the following minimum


configuration and software versions installed.

Software Version Requirements

ACCPAC 5.2*/5.3 System Manager 5.3A installed along with other


Advantage Series necessary modules such as OE, AR, AP, etc.

2Point FAXserve 8.0 Messenger Client must be installed and properly


Messenger Client connects to a Messenger Host Server with one or
both of the 2 FAXserve Servers.
Operating System Windows Windows 2000 Professional,
2000 and Windows 2000 Server (all versions)
later
Windows XP Home Edition
Windows XP Professional
Windows 2003 Server (all versions)
* AAS 5.2: Requires patch in order to work with AAS 5.2 and there are also feature limitations. For
AAS 5.3 however, it works seamlessly with FAXserve 8 as they were designed to work together.

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Installing Messenger Fax

Installation Steps
We shall assume one of the most common install scenarios – a
Windows XP Professional system, ACCPAC Advantage Series
5.3A connecting to a remote SQL database.

Assuming FAXserve server is running on other computer, we


will only be installing the Messenger Client and the ACCPAC
Advantage Series Integration option.

It is also a good idea to read the User Guide for additional


information for Messenger Client installation.

Local Administrator The current Logon installer must have the local administrator
rights to install rights on the target computer in order to install Messenger Client
Messenger Client and its components. This installer must also be an authorized
Messenger User – enabled by Messenger Administrator.

To install the Messenger Client and ACCPAC Advantage


Series Integration components – Messenger Fax:

1. Insert the FAXserve CD in the CD-ROM drive and choose


Install Messenger. When the installation Setup window
appears, click Next.

2. Choose “I Accept the Terms of the Agreement” at the license


agreement window, and click the Next button.

3. If the following screen appears, choose the Client option,


and then click the Next button.

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Installing Messenger Fax

4. When the Destination Folder screen shows up, click Next to


accept the default location for the program files (this is the
most common Windows Program Files directory).

5. You will be prompted to select the Client optional


components – ACCPAC Advantage Series Integration and
Microsoft Outlook Integration. Select ACCPAC Advantage
Series Integration option and click Next to proceed.

6. If you are satisfied with the choices you have made, click the
Install button.

The program displays a status window while it copies the


client software and option.

7. Click Finish when the Completed window appears.

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Installing Messenger Fax

8. Now the Messenger Client and ACCPAC Advantage Series


Integration component are installed, the Messenger Client
will automatically display the following screen to connect to
the target FAXserve server. Double-click the FAXserve
server. (This is the server where this workstation has its
mailbox.)

9. Next, enter the user name and password for FAXserve.

If you are logging in as a domain or Active Directory user,


you have to enter the user name in the format of
“domain\username” – e.g. “2Point\John”.

Otherwise, simply enter you Messenger user’s name and


password to logon.

Note: It is recommended to select the “Remember my


password on this computer” option. It will let your
Messenger Client Software automatically log onto your
FAXserve system on startup.

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Installing Messenger Fax

Activate 2Point Messenger Module


After installing the integration components and you do not see
the Messenger Folder displayed in the System Manager, you
must active 2Point Messenger Module/Folder. You will only
need to do this ONCE.

To Activate 2Point Messenger Module:

1. Launch ACCPAC System Manager and login as


Administrator. (e.g. ADMIN)

2. Click on the Administrative Services on the left pane.

3. Double-click the Data Activation Icon and follow the on-


screen dialog to complete the activation procedure. See
ACCPAC Advantage Series’ on-line help and manuals for
more information.

4. Once activated, 2Point Messenger will appear as a separate


folder on the left pane of System Manager. The Messenger
Icon will also appear in the Company’s desktop.

5. In addition, the Messenger Settings icon will appear in the


Administrative Services’ desktop as shown above.

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Understanding Messenger Fax Components

Messenger Settings
To simplify the extra steps to login to Messenger Fax each time
to fax, you can save the designated Messenger user’s login
information in the Messenger Settings dialog from the System
Manager’s Administrative Services desktop.

Just double-click the Messenger Settings icon in the


Administrative Services’ desktop.

Enter the necessary Login information of the designated


Messenger User and click Save. Then close the dialog.

Understanding Messenger Fax Components


This section describes the basic components of Messenger Fax
and its integration functions.

After installing the ACCPAC Advantage Series Integration, you


will be able to access its various components through the System
Manager.

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Understanding Messenger Fax Components

Messenger Explorer From the Messenger Folder, double-click the Messenger icon to
Client display the Messenger Explorer Client. From there you can
browse all your sent and received faxes in your mailbox(es).

There are many options and functions you can get to in the
Explorer Client – just read the User Guide for more information.

Messenger Compose When double-click on the Compose icon, the following Compose
Wizard Wizard will appear to let you create an outgoing fax job. You
can select recipient address, specify Client Number, select cover
page, enter message body, add attachment, and schedule fax
delivery time etc.

Read the User Guide for more information on using and


configuring the Compose Wizard.

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Understanding Messenger Fax Components

Messenger Fax The Fax Viewer icon will launch the Messenger Fax Viewer. It
Viewer lets you to view, annotate, save, and manage your fax
documents. See User Guide for more feature information.

ACCPAC Login While in the Compose Wizard, you must login with your
Information ACCPAC user account information to access the ACCPAC
Advantage Address Book. The ACCPAC Login dialog allows
you to save your ACCPAC login information for next time.

Setting up ACCPAC Advantage Address Book


By default, the ACCPAC Advantage Address Book will not
display in the Address Book drop list in the Compose Wizard.

To add ACCPAC Advantage Address Book into Compose


Wizard’s address book list:

1. Launch Messenger Compose Wizard and click the down


arrow button to display the address book drop-down list.

2. Select Configure entry to display the Add/Remove Address


Book dialog.

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Understanding Messenger Fax Components

3. Check the ACCPAC Advantage Address Book entry. Then


Click OK.

4. Now, you will see the ACCPAC Advantage Address Book in


the Compose Wizard’s address list. Simply select it to
display the ACCPAC Advantage Address Book.

ACCPAC Advantage A specially designed ACCPAC Advantage Address Book lets


Address Book you easily select one or more fax recipients using the same
ACCPAC Advantage Series customer search and Finder controls.

You may access instantly from 3 different ACCPAC contact


tables for fax recipient information:

ƒ Accounts Payable (Vendors)

ƒ Accounts Receivable (Customers)

ƒ Accounts Receivable (National Accounts)

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Setting Up ACCPAC Advantage Series

Auto-retrieve Client Not only you can select multiple fax recipient addresses using
Numbers the ACCPAC Advantage Address Book, it will automatically fill
in the Client Number field from each recipient based on each
ACCPAC Customer Number. This is helpful to keep track of the
precise fax usage based on each customer.

Setting Up ACCPAC Advantage Series


Besides the Messenger Settings, there are a few items you need
to configure correctly.

Canonical Phone Numbers


You should always use the canonical telephone number format
when specifying telephone numbers in Windows, in FAXserve,
or when addressing faxes in e-mails.

The canonical telephone number format is the technically correct


format to use when displaying or entering phone numbers. It
looks like this:

+<country code> (<area/city code>) <local number>

For example, a canonical number for someone in Canada or


United States looks like this:

+1 (505) 555-0100

The “+” indicates that the number is in canonical format.

Although people often separate phone number segments with


hyphens or periods (for example, 505-555-1212 or 505.555.1212),
both of these forms are grammatically incorrect.

The problem is that not all country codes are the same length—
and neither are local numbers—so software programs can’t

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Setting Up ACCPAC Advantage Series

decode numbers properly unless they know exactly which


segment each number belongs to.

In general, when a phone number is NOT in canonical format, it


will be dialed as-is.

You should update your contact tables to this standard


telephone number format for Messenger Fax to work correctly.

Create Custom Cover Page Templates


It is a good idea to customize or create new Messenger Mailbox’s
cover pages exclusively used for faxing invoices and purchase
orders.

For detail information on how to create personal cover pages or


use global cover pages, please see the User Guide.

Customizing Fax Message Template


ACCPAC Advantage Series 5.3 already comes with several
default Fax Message Templates. However, you may want to
customize them for your company’s specific needs.

Select Accounts Receivable in the System Manager, expand and


select A/R Setup, then double-click E-mail/Fax Messages icon.

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Using Messenger Fax

The A/R E-mail/Fax Messages screen will appear. Select one of


the 3 Fax Message Types – Invoice (Fax), Statement (Fax), or
Letter (Fax).

Modify the Subject text and message body text as needed.

You may also create a new custom Message ID and Type – see
your ACCPAC Advantage Series help and manuals for details.

Using Messenger Fax


This section describes how to fax out documents in ACCPAC
Advantage Series using the Integrated Messenger Fax
components.

What ACCPAC Modules Can You Send Faxes?


Basically, wherever you can print you can send faxes.

Every time you use the Print dialog to print documents, you can
send as fax.

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Using Messenger Fax

If the Printer is not set for the FAXserve 8 Printer, you can select
it by clicking Setup button and select it from the next dialog.

Then click OK to generate the target document in fax format and


the Messenger Fax’s Compose Wizard will appear allowing you
to enter the recipient information etc. It’s very simple.

Print Destination - Messenger Fax


Alternatively, if you do a lot of faxing, you can make Messenger
Fax as the default Print selection.

To Make Messenger Fax as Default Print Destination:

1. From the System Manager, select the File menu and then
select the Print Destination submenu item.

2. The Print Destination dialog will appear.

3. Select Messenger Fax option. Click OK to save settings.

Note: the Messenger Fax option only appear after you install
and activate Messenger Fax.

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Using Messenger Fax

4. The Messenger Fax icon will also appear at the bottom right
corner of the System Manager to show the new setting.

Sending One Invoice


This section provides step-by-step instruction on how to send a
single invoice to a company with several contacts’ fax machines
using Messenger Fax integration.

Assume we are going to send an invoice to 3 different contact’s


within a company in the Order Entry Invoice Module.

To send a single invoice using ACCPAC Advantage Series’


Order Entry Invoice Module:

1. From the O/E Invoices dialog, enter the invoice number and
select Print Destination.

2. Click Print to display the Print dialog.

If you preset FAXserve 8 Printer earlier as default Print


Destination, it is now ready to use Messenger Fax.

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Using Messenger Fax

Otherwise, simply click Setup to select the FAXserve 8


Printer in the Print Setup dialog.

Note: do not select the FAXserve 8 Rendering Subsystem in


the Print Setup. This is reserved by FAXserve for internal
attachment rendering only.

3. Click OK to print or launch the Messenger Compose Wizard.

Note: there may be a short delay here as ACCPAC retrieve


the invoice data and generate the invoice. Then Messenger
Fax will pick up this invoice and render it into the fax image
format. Many processes are invoked during this time.

4. When the Compose Wizard appears, you may enter the fax
recipient manually or use one of the many supported
address books. Let’s assume you have configured to use the
ACCPAC Advantage Address Book.

5. Click on the ACCPAC Advantage Address Book.

Select the ACCPAC’s Accounts Receivable (Customers) table


from the drop-down list. Then use the Finder control to
select the intended company.

All of the company’s contact information will be displayed


in the customer contact list. Select one or more entries from
the list and click Fax to move their fax number into the
below Recipient List.

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Using Messenger Fax

6. Click OK to confirm the recipient list and return to Compose


Wizard. The recipient list information will be populated
accordingly.

Note: the Client Number column is also filled using the


ACCPAC’s Customer Number.

7. Click Next to go to the Messenger Content screen.

You can enter appropriate subject line and message text.


The Attachment list is the rendered invoice that is going to

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Using Messenger Fax

be sent. You may click on Preview to see the invoice in fax


image format. Pick your cover page template – local or
shared. Read more in the User Guide.

8. Click Next to the Messenger Options screen.

You can schedule the fax time for off-peak faxing rate. In
particular, you may want to put the invoice number on the
cover page – enter it in the Client Matter field – assuming
your selected cover page has the Client Matter field macro.

Messenger Activity Not only both the Client Number and the Client Matter are
Log great in organizing fax documents, but they will also appear
inside the Messenger Activity Log (Send Log in particular).
This will allow you to keep precise reporting and accounting
information based on each customer and transactions.

9. Click Finish to complete.

Sending a Batch of Invoices


If you regularly fax out invoices to certain groups of customers,
you would want to automate Messenger Fax to send many faxes
in batches. This section describes the basic procedure to send a
batch of invoices.

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Using Messenger Fax

First, you need to configure the Customer’s Delivery Method


property to use Fax or Contact’s Fax.

Setting up Customer’s Select the target customers to whom you would want to send
Delivery Method their invoices via faxes. Open the A/R Customers Module
screen as below.

Select one of the 2 Fax Delivery Methods as shown – Fax or


Contact’s Fax. Then click Save to confirm settings.

Use A/R Invoices Then go to A/R Invoice dialog. Select the Delivery Method to
Customer. The E-mail Message ID and Fax Message ID will
show up. Select the designated Fax Message ID.

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Other Useful Information

Enter other process information and click Print.

If you preset the Messenger Settings for login as described


earlier, you batch processing will start immediately. Otherwise,
Messenger Fax will display the Connect dialog to prompt for
Messenger User connection on the first customer who is setup
for fax. You will not be prompted to connect for the subsequent
fax customers.

The batch processing will continue one by one – it will invoke


Messenger Fax whenever a customer’s delivery method is setup
for fax. Depending on the number of fax jobs are being
processed, it may take a while.

Note: During batch processing, ACCPAC Advantage Series will


automatically fill in the Client matter (from Compose Wizard’s
Option screen) field using the target invoice number. So the
cover page of your outgoing faxes will have the proper invoice
number for each customer.

Other Useful Information


In general, Messenger Fax provides the necessary components to
bridge/integrate ACCPAC Advantage Series and 2Point
Messenger FAXserve together. Now it is integrated, many of the
Messenger FAXserve Client and Server’s features and functions
are available to your desktop through the Messenger Client.

Read over the User Guide to know more and use these features
to best suit your needs.

Creating Custom SQL Address Book


Current version of Messenger Fax provides 3 address lists from 3
of the ACCPAC’s contact tables:

ƒ Accounts Payable (Vendors)

ƒ Accounts Receivable (Customers)

ƒ Accounts Receivable (National Accounts)

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Other Useful Information

If you need to access other tables for recipient fax numbers, you
may create a Custom SQL Address Book if your ACCPAC
Advantage Series is deployed using a SQL server. See User
Guide for more information on how to setup this up.

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