A True Timesaver in 9.7

With the busy year-end season upon us, many of you have already upgraded to 9.7 for Sage Timberline Office and to meet the latest reporting requirements.  To maximize effectiveness and simplify workflow in your day-to-day operations, the performance improving enhancements in this upgrade version are plentiful.  Your Timberline Office system now allows your team to efficiently locate and act upon key information with a wide range of automation, workflow and process improvements.

Among the numerous enhancements in 9.7 (Summer 2010- 9.7b release) is improved integration between Project Management and Document Management with the capability of sending and archiving Project Management attachments directly to the Document Management DocuVault. 

Queries can be initiated from the Attachment window and original documents or DocuVault versions can be easily accessed and retrieved.  I remember back in the day, several of my college professors advocated the “KISS” concept – Keep It Simple Stupid.  Now that’s what I call “simplicity.”

Now the question is how do you perform Project Management DocuVault integration?  Keep in mind; attachments are able to be sent from these tasks: 

•          Change Order Requests
•          RFIs
•          Submittals
•          Meeting Minutes
•          Commitments
•          Commitment Change Orders
•          Custom Logs
•          Drawing Logs

 To send an attachment to the DocuVault for one of the above Project Management tasks:

•  Click [Attachments...].
•  On the Attachments window click the File Links tab.
•  Click [Add...] to select a document to attach or drag and drop a file into the window.
•   If the Automatically send to DocuVault check box is selected, then you can click [OK] to close the window. Otherwise, click Send Copy to DocuVault.

Now that your file has been sent to the DocuVault, you can open it from DocuVault or from the original location. In addition, you can now open a Document Management query from the Project Management Attachment window.  And for now, life is simpler.

Are You "REALLY" prepared for Year-End?

Year-end is closer than you might think, and we would like to help you make a smooth transition by providing information that you can use now to resolve potential issues in the future.

If you process your Payroll through Timberline Office, visit our Year-End Resource Page for important year-end information regarding your Timberline Office software.

http://www.cpatechnology.net/yearend.html

Helpful Hint for the Upcoming Holidays (I Sent a Holiday Card to....Oh Wait....Did I???)

(Q): Help! How can I use Accounts Payable to track which AP vendors we send holiday cards to each year?

(A): You can actually use Timberline Office to record and report on your company's sent holiday cards! Just follow the steps below to create a custom field that tracks which Accounts Payable vendors you sent holiday cards to:

1) From the File menu, select Company Settings > Custom Fields (for v 9.5.x and later) or Data Folder Settings > Custom Fields (for v 9.4.x and earlier).

2) In the Available Records list, select AP Vendor.

3) Click [Edit] and then click [Add].

4) In the Description box, type Sent Holiday Card.

5) In the Type section, select Check Box.

6) Click [OK] and then click [Close].

7) Click [OK] to close the window that appears.
Note: Upgrade your files to add this custom field to your other data folders. The next time you use the Upgrade Files tool in TS-Main (Tools > Upgrade Files), vendor custom fields from other data folders are added to the vendor custom fields on the folder you upgrade.

8.) In Accounts Payable, from the Setup menu, select Vendors.

9) Click [List], select a vendor, and then click [OK].

10) Press ENTER, and then select the Custom Fields tab.

11) You now have a check box that you can select to indicate that you sent this vendor a holiday card. You can use this field in reports and conditions.

12) Click [Save] and then click [Close].