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Banking question input greatly appreciated

Banking question input greatly appreciated


Canada Immigration Forum

Ok so my husband and I are both working and have received our first paychecks last week. Our bank CIBC has put a hold on our checks that are direct...

10 Uncharted Netflix Titles Perfect For The #MomSneak

by Carol @CarolAuCourant @ CAC

5pm and 10pm are my golden hours in the day:   5pm is when dinner is being prepped and the kids are typically playing, reading and enjoying some quiet time (and know that mommy is not to be bothered during this hour as I’m busy in the kitchen).  10pm is when the kids are well […] Read more...

The post 10 Uncharted Netflix Titles Perfect For The #MomSneak appeared first on CAC.

Forum Post: RE: want to change the working directory path

by GUSB @ Sage BusinessVision

open BV to a company directory already listed and log in Once open click on file click on company selection click on amend click open beside open a company file use the window to direct where your new BV con file is and open it

Four Signs Spring has Almost Arrived

by Tammi @ My Organized Chaos

This post is sponsored by Bayer. To make sure these products are right for you, always read and follow the label. This time of year is always back and forth, the transition from winter to spring seems to be two steps ahead and one step back. There’s always the chance {more like, probability} of more […]

The post Four Signs Spring has Almost Arrived appeared first on My Organized Chaos.

What's coming for President's Choice Financial customers when CIBC sets up Simplii - 680 NEWS

What's coming for President's Choice Financial customers when CIBC sets up Simplii - 680 NEWS


680 NEWS

TORONTO – How President’s Choice Financial customers will be affected by the creation of Simplii Financial, a new brand from CIBC, which will absorb the accounts of some two million current PC Financial account holders. Question: What’s changing? Answer: CIBC has provided the back-end banking services for PC Financial for nearly 20 years, but the …

Holiday Road Trip Packing Essentials #StreamTeam

by Carol @CarolAuCourant @ CAC

It’s that time of the year where many are packing their bags and vehicles and prepping for long drives or plane rides to spend time with loved ones this holiday season. My nearest family is hours away so simple road trips for special occasions and holiday parties always require some prepping which mostly includes small […] Read more...

The post Holiday Road Trip Packing Essentials #StreamTeam appeared first on CAC.

Join Telus’ #MillionHours Movement & Give an Hour to Give Back #TeamTelus

by Carol @CarolAuCourant @ CAC

As we approach Canada’s 150th birthday, I can’t help but think about how very fortuitous we are as Canadian’s.  Our country provides us with a surfeit of opportunities to help us grow — as individuals, as business owners, as newcomers, and especially for our children and youth.  This made me reflect on more ways that […] Read more...

The post Join Telus’ #MillionHours Movement & Give an Hour to Give Back #TeamTelus appeared first on CAC.

Out with the Old, In with the New with Playtex Sport #PlayOnWinGear Giveaway

by Carol @CarolAuCourant @ CAC

If you played sports growing up, you remember the notability, sentimentality and magnitude behind your uniform. It exemplified community, solidarity and strength.  With every hole, scrape and stain, it represented your dedication and hard work. As precious and important these old uniforms mean to our young athletes, playing in tattered outfits or with scraggy gear […] Read more...

The post Out with the Old, In with the New with Playtex Sport #PlayOnWinGear Giveaway appeared first on CAC.

What data is used to generate the BV_GUID field in SALES_HISTORY_DETAIL table?

by slacka @ Sage BusinessVision Features - Recent Threads

I'm fairly certain it's an MD5() hash, but of what data?  I'm guessing timestamp or timestamp+other fields.

Canadian Kidpreneur Launches The Nice Bench Co.

by Carol @CarolAuCourant @ CAC

When you put together the imagination and heart of a child, something big comes out of it.  Growing up, I was always taught that If you’ve got an idea, start today. There’s no better time than now to get going and that every small progress matters. This is precisely what happened when spirited 9-year-old Kidpreneur, Owen […] Read more...

The post Canadian Kidpreneur Launches The Nice Bench Co. appeared first on CAC.

CIBC sees bumpy transition of PC Financial accounts to Simplii

CIBC sees bumpy transition of PC Financial accounts to Simplii


Global News

In announcing the deal in August, CIBC promised a smooth transition for existing PC Financial clients.

PC Financial Now Simplii Financial - My Road to Wealth and Freedom

PC Financial Now Simplii Financial - My Road to Wealth and Freedom


My Road to Wealth and Freedom

PC Financial Now Simplii Financial. Here's what you need to know and what we should all demand from CIBC's Simplii Financial: no-fee banking, better rates,

Flexible. Convenient. Smart. Hello CIBC Smart™ Account - CAC

Flexible. Convenient. Smart. Hello CIBC Smart™ Account - CAC


CAC

I still remember the first time I opened my own personal chequing account at the ripe and ambitious age of 15, all on my own.  I finally landed my first “real” part-time job (outside of my dads assistance and work) and started to see a more independent and steady cash flow. At that age, money … Read more...

Savers Roundup November 2017: Meet Simplii Financial, Motive Financial’s GIC rates, and new promos and rate increases

by Peter @ Canadian High Interest Savings Bank Accounts

Simplii Financial, formerly known as PC Financial On November 1, 2017, PC Financial officially re-launched as Simplii Financial. The Simplii Financial rebrand was a result of CIBC and PC Financial officially ending their banking partnership, with CIBC taking over PC Financial’s banking customers. Customers were assured that day-to-day banking would be largely the same, at…

Birthday Planning is a Piece of Cake with Netflix’s New Birthday Video’s On-Demand #NailedIt

by Carol @CarolAuCourant @ CAC

With the start of a new school year and a swift change in routine, the beginning of September  is always a blur for me. This September was a monumental time for our family as our youngest son headed off to full-day Kindergarten for the first time ever and in that same week, he turned 5! […] Read more...

The post Birthday Planning is a Piece of Cake with Netflix’s New Birthday Video’s On-Demand #NailedIt appeared first on CAC.

New account statement feature broken?

by Randy Volkart @ Sage BusinessVision Features - Recent Threads

In BV2018 there are some new options to print account statements:

Only include when:

    Current balance exceeds credit limit

    Balance is more than

    Aged balance is

These are checkbox options, and by default none of them are checked. I had 3 clients print their account statements this month, and each time with these default settings an email went out to every Customer account that had the email option set for account statements, and for the customers with a $0.00 balance they just got a broken blank account statement form with no data in it. Or at least this is true for the ones with unlimited credit limit, I just realised I didn't test any with a credit limit myself. 

Regardless, it seemed that if we checked the 'Current balance exceeds' option, the account statements were sent out normally with only customer that had a balance receiving it. Problem is you don't want to rely on the user remembering to check that option every month, so we're probably going to see this happen more often.

I thought maybe I could just open the account statement .rpt file in the Report Designer and nuke those parameters, but I don't see them anywhere in the parameter list or record select option? The Balance option takes a number, so there should be a > comparison somewhere in there, but I don't see anything of the sort. 

EQ Bank, Zag Bank, and the relevance of high interest savings accounts

by Peter @ Canadian High Interest Savings Bank Accounts

Today we saw the official launch of EQ Bank, whose headline feature is a 3% savings account. Regardless of whether even 3% can be called “high interest”, that is still 71% higher than the top rate (1.75%, shared by 6 institutions) on our chart and almost 4 times higher than Tangerine and PC Financial’s standard…

Seats not released for WL Redemption

by iansh @ FlyerTalk Forums

Hi guys, just wanna have some insights on this. Have WL for HKG-OKA on 29 Mar. for a longtime, both for standard U and companion U (I'm flying J, so just need another return for my redemption group). The inbound 2 Apr. cleared on both booking...

Get CIBC Mobile Banking - Microsoft Store

Get CIBC Mobile Banking - Microsoft Store


Microsoft Store

Download this app from Microsoft Store for Windows 10 Mobile, Windows Phone 8.1. See screenshots, read the latest customer reviews, and compare ratings for CIBC Mobile Banking.

The Season of Work Challenge

by Cait Flanders @ Cait Flanders

When was the last time you listened to yourself and paid attention to the words that were coming out of your mouth? Have you ever noticed a pattern? Is there one thing you talk about (or complain about) most days of the week? Maybe it’s a concern about money, or trouble in a relationship, or

Digital signature pad

by Babbella @ Sage BusinessVision Features - Recent Threads

Is it an option to get a customer to sign his invoice via a digital signature pad in BV? So many require a signature so it would be easiest if they could sign on the copy right at the time of process. Thanks

Seats not released for WL Redemption

by iansh @ FlyerTalk Forums

Hi guys, just wanna have some insights on this. Have WL for HKG-OKA on 29 Mar. for a longtime, both for standard U and companion U (I'm flying J, so just need another return for my redemption group). The inbound 2 Apr. cleared on both booking...

FBI raid home of NXIVM co-founder following arrest of Keith Raniere, Hollywood sex cult leader

FBI raid home of NXIVM co-founder following arrest of Keith Raniere, Hollywood sex cult leader

by @

The raid of the home of NXIVM president Nancy Salzman came on the day the group's longtime leader, Keith Raniere, appeared in federal court in Texas.

Tax season is here – 5 things every Canadian working holidaymaker should know

by Mark Corcoran @ WorkingHolidayinCanada.com

How to stay compliant with the Canadian tax authorities   Let’s face it. Tax can be a confusing subject at the best of times....

The post Tax season is here – 5 things every Canadian working holidaymaker should know appeared first on WorkingHolidayinCanada.com.

5 Ways to Save Money on Your Summer Vacation

by Barry Choi @ Money We Have

The warm weather hasn’t even arrived yet, but it’s time to start thinking about your summer vacation plans. Where should you go, what should you see, and how much you’re going to spend takes a lot of time and consideration which is why you want to prepare yourself as best you can. For many people, [...]

The post 5 Ways to Save Money on Your Summer Vacation appeared first on Money We Have.

Time to Spring Into It: Easy Spring Prep Tips

by Carol @CarolAuCourant @ CAC

It’s hard to believe that Spring is around the corner with snow-covered lawns and chilly minus degree weather but it’s true!  Spring is almost here! Before we throw all our winter gear into a box and bid adieu, the transition from Winter to Spring, especially during March, can be tricky.  Many may also feel unprepared […] Read more...

The post Time to Spring Into It: Easy Spring Prep Tips appeared first on CAC.

Real Canadian Superstore (ON) Mar 29 - April 4

by cyn88canada @ SmartCanucks.ca Flyers, Deals Canada

Happy Holidays! Again, check your store hours and don't be caught without lots and lots and lots of...coffee! LOL. No, seriously, 2 days off...

want to change the working directory path

by Abhinav @ Sage BusinessVision Features - Recent Threads

want to change the working directory path

2017 CAC Gift List: For the Kids #CACGiftItGood

by Carol @CarolAuCourant @ CAC

“… Santa Clause is coming to town.”  And he’s bringing along all of these favourites with him (for the lucky kids on the good list this year!). ♥ Fantastic Gymnastics  Get into the swing of things with this compelling and unique Fantastic Gymnastics game. Players time their speed and rhythm to gain momentum to flip the gymnast […] Read more...

The post 2017 CAC Gift List: For the Kids #CACGiftItGood appeared first on CAC.

How Much Does it Cost to go to Amsterdam?

by Barry Choi @ Money We Have

Amsterdam is a top European destination for travellers of all ages. But just how much does it cost to go to Amsterdam? Well, that depends on a few different factors including your travel style, what time of year you visit, and where you are flying from. Amsterdam is a big city, so it’s easy to [...]

The post How Much Does it Cost to go to Amsterdam? appeared first on Money We Have.

No Frills (ON, gta) Mar 29 - April 4

by cyn88canada @ SmartCanucks.ca Flyers, Deals Canada

Woohoo! Chocolate Easter Bunny time! Happy Easter, all! :-) Or, just appreciate the extra days off, as I do. ;-) Next: RCSS, FreshCo

Winter Blues is Snow Joke: 8 Simple Tips to Beat the Winter Blahs

by Carol @CarolAuCourant @ CAC

January, you sure can be a beauty but you definitely know how to get on our bad side too. You may know the scenarios: you’re feeling more tired or apathetic, possibly even a little extra flighty.  Getting up in the morning is absolutely hellish when it still looks like it’s night time.  You’d rather indulge […] Read more...

The post Winter Blues is Snow Joke: 8 Simple Tips to Beat the Winter Blahs appeared first on CAC.

The Royal Treatment at Medieval Times Toronto + VIP Tickets Giveaway

by Carol @CarolAuCourant @ CAC

How often is it that you can experience feasting with a king and princess like royalty while cheering on handsome and chivalrous knights?  Not often I’m sure.  If there’s one attraction in Toronto that is an absolute must-visit when in town, it’s Medieval Times Dinner & Tournament.  It’s truly an experience like no other!   […] Read more...

The post The Royal Treatment at Medieval Times Toronto + VIP Tickets Giveaway appeared first on CAC.

Digital signature pad

by Babbella @ Sage BusinessVision Features - Recent Threads

Is it an option to get a customer to sign his invoice via a digital signature pad in BV? So many require a signature so it would be easiest if they could sign on the copy right at the time of process. Thanks

Here Is How to Add Funds to Your Bank Account With ATM Deposits

Here Is How to Add Funds to Your Bank Account With ATM Deposits


The Balance

ATM deposits can make your life easier. Find out how to make a deposit, what you will need, and what the potential problems and solutions are.

AP Cheque Report

by gaberdistributors @ Sage BusinessVision Features - Recent Threads

We have just turned on the cheque printing function for the first time, and our cheques are printing with funny wording.  Instead of the line that should read "Three Hundred Dollars" it is reading "*Three*Zero*Zero* Dollars".  Logged in as the ABC company the report works just fine, and it's not a custom report, so why is this not working when I'm logged in as my own company?

I am running version 2017 - 7.82

RE: Setting Up the DIRECT DEPOSIT PAYROLL Option

by BVROB @ Setting Up the DIRECT DEPOSIT PAYROLL Option

I have gone thru this process several times with BV clients. Your Bank's branch employees will not be much help.

You need to connect with the Technical IT people from your bank which may be at a seperate location. They have done this a million times with hundreds of software programs. They will understand what you are trying to do and give you the correct info.

Yes you will have to send them a test payroll file from BV so that they can give you the OK that it will work. But you have to find out first where to send it and what info is required in this file.

RE: want to change the working directory path

by GUSB @ Sage BusinessVision Features - Recent Threads

open BV to a company directory already listed and log in

Once open click on file

click on company selection

click on amend

click open beside open a company file

use the window to direct where your new BV con file is and open it

Never A Better Time To Open A Tangerine Bank Account

Never A Better Time To Open A Tangerine Bank Account


HowToSaveMoney.ca

Why it's time to switch to no-fee banking. As a Simplii Financial (formerly PC Financial) customer for 17 years, here's why I opened a Tangerine account.

AP Cheque Report

by gaberdistributors @ Sage BusinessVision Features - Recent Threads

We have just turned on the cheque printing function for the first time, and our cheques are printing with funny wording.  Instead of the line that should read "Three Hundred Dollars" it is reading "*Three*Zero*Zero* Dollars".  Logged in as the ABC company the report works just fine, and it's not a custom report, so why is this not working when I'm logged in as my own company?

I am running version 2017 - 7.82

I’m Still Here! What I’ve Been Doing, Consuming, and Thinking About in 2018

by Cait Flanders @ Cait Flanders

Hello, my beautiful friends! I know it’s been a little while . . . 7 weeks, to be exact! But 7 is my favourite number (my birthday is 7/7) so it felt like as good a time as any to make a return. :) There are so many things I want to share right now.

Forum Post: want to change the working directory path

by Abhinav @ Sage BusinessVision

want to change the working directory path

What Are Your Soul-Solutions?

by Carol @CarolAuCourant @ CAC

We are well into January, holiday decorations are put away (well, for most of us), schedules are back into full force and thankfully we survived that cold deepfreeze that besieged our towns.   Now it leaves us with some time to look at our current situation and think: “What is my 2018 going to look […] Read more...

The post What Are Your Soul-Solutions? appeared first on CAC.

Eczema Causes and Symptom Relief Options

by Tammi @ My Organized Chaos

I think we can all agree that our Canadian winters are so very long and drawn out. It’s especially tough this time of year, since there isn’t much sunlight and we don’t spend enough time outdoors. It seems every January and February we experience drastic cold snaps here in Alberta, and so far, this year […]

The post Eczema Causes and Symptom Relief Options appeared first on My Organized Chaos.

Retention and new deposit promos, Alterna’s launch, and the bloom is off the EQ rose?

by Peter @ Canadian High Interest Savings Bank Accounts

In January 2016, EQ Bank launched to great fanfare. After years of seeing continuously dropping high interest savings account rates, were things turning around for Canadian savers? EQ Bank made a splash with a 3% interest rate, and quieted some skeptics when it boldly stated that it “is not a promotional rate; it is our…

Simultaneous North and South CIBC FirstCaribbean Walk the Cure Events October 2 - St. Lucia Times News

Simultaneous North and South CIBC FirstCaribbean Walk the Cure Events October 2 - St. Lucia Times News


St. Lucia Times News

PRESS RELEASE:-Saint Lucia Partners mobilize to raise cancer awareness Castries, St. Lucia, September 08th, 2017 - The Saint Lucia Cancer Society, Faces of Cancer and Saint Lucians coping with cancer will be the singular focus of simultaneous CIBC FirstCaribbean Walk for the Cure events on Sunday October 2nd. The

CIBC Smart Account Review: Fees with Flexibility - Money We Have

CIBC Smart Account Review: Fees with Flexibility - Money We Have


Money We Have

The new CIBC Smart Account comes with flexible fees. Find out why you'll pay less if you bank less, and how to get unlimited e-transfers for free.

No Frills (ON, gta) Mar 29 - April 4

by cyn88canada @ SmartCanucks.ca Flyers, Deals Canada

Woohoo! Chocolate Easter Bunny time! Happy Easter, all! :-) Or, just appreciate the extra days off, as I do. ;-) Next: RCSS, FreshCo

Real Canadian Superstore (ON) Mar 29 - April 4

by cyn88canada @ SmartCanucks.ca Flyers, Deals Canada

Happy Holidays! Again, check your store hours and don't be caught without lots and lots and lots of...coffee! LOL. No, seriously, 2 days off...

RE: Setting Up the DIRECT DEPOSIT PAYROLL Option

by KPed @ Setting Up the DIRECT DEPOSIT PAYROLL Option

Direct Deposit is relatively easy to set up in BV.  To get the bank on board is a slightly more difficult issue.  We're with CIBC, and it takes 4 - 6 weeks to get their EFT dept. set up to accept our files.  I suggest you take this to your bank manager, and ask him how to set up direct deposit via EFT.

Once you have the bank set up, you'll be able to fill in the necessary info in BV.  

You also need the employees bank info.  That's the Institution # (3 digits), transit # (5 digits) and then the account no.  All put in with no spaces.  

If I can help further - give me a shout.

The New CIBC Smart Account

The New CIBC Smart Account


My Organized Chaos

CIBC Smart Account has a monthly fee at just $4.95 for up to 12 transactions, and caps at $14.95 for unlimited, which includes Interac e-Transfers.

CIBC launches Simplii Financial direct banking but customers finding glitches

CIBC launches Simplii Financial direct banking but customers finding glitches


Financial Post

TORONTO — The launch of CIBC’s new Simplii Financial direct banking brand on Wednesday has not gone exactly to plan, as some customers are finding glitches with the new offering.The ban…

Business Vision 2017 Email Errors

by Ken Hansen @ Sage BusinessVision Features - Recent Threads

We have a client that has upgraded from the 2001 BusinessVision to 2017.

I fixed their custom reports and validated the data for them they have been working fine.

For a few weeks, they were using the form and email setting for Customers (They used to use MAPI) and were liking the option to email the form.

Yesterday the emails started to send automatically - no more preview of the form This happened with Quotes as well.

For the Quotes, every quote that the Customer ever had was attached to the email.

For now, I have them set the options to Form only. When opened both open properly (both use the same form for email).

The export to pdf and application works properly (not seeing quotes from the beginning of time) .  Then the old method of sending the file from Adobe and pasting in the email address works.

As a precaution, I set up Outlook to prompt for allow or deny on sending.

Any suggestions on what may have changed or how to fix this?

Thanks

Savers Roundup December 2017: saving the TFSA transfer fee, GIC rates on the rise, and a short-lived 4.00% promo

by Peter @ Canadian High Interest Savings Bank Accounts

Advantages of TFSA withdrawals in December If you are planning to move your TFSA funds from one financial institution to another, withdrawing funds from your current TFSA in December and then depositing them in the new financial institution in January has some advantages. Most institutions charge a transfer fee for moving TFSA money elsewhere, and…

want to change the working directory path

by Abhinav @ Sage BusinessVision Features - Recent Threads

want to change the working directory path

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