Free training with a professional estimator with a 14-day free trial download of PlanSwift

Stop doing construction takeoff and estimates by hand!

PlanSwift, fully integratable with Excel and Sage Timberline Office, is a powerful and fully customizable software program that provides contractors and estimators with the fastest and easiest way to accurately complete construction takeoffs. With PlanSwift's visual point-and-click interface, users can drag and drop individual products or assembled product groups directly onto a digitized blueprint. PlanSwift calculates the takeoffs automatically - saving users valuable time and effort when they bid on jobs. PlanSwift is committed to top-notch customer support and offers a free, personal, one-hour training session with a professional estimator. PlanSwift's feature rich environment includes the ability to integrate with external applications, files and data, see-through and comparative plan overlays; measure square, linear and metric footage, pitch and angles; and email, update, and store plans using industry standard CAD and image files. For today's construction and building professionals, PlanSwift is the ultimate, easy to use, takeoff solution.

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Call Bruce at CPA Technology - (610) 862-1998 for more information.  You can also visit the PlanSwift page on our website for more information.

Free Continuing Education Event - Hosted by CPA Technology (in partnership w/ Keystone Wealth Management)

Conshohocken, PA - According to Javeline Strategy and Research (2009) and the Federal Trade Commission, identity theft is on the rise, having affected almost 10 million victims in 2008 (a 22% increase from 2007), with 71% of fraud happening within a week of stealing a victim’s personal data.  One in every 10 U.S. consumers has already been victimized by some sort of identity theft.  For those of us protecting every penny like it's our last in this shaky economy, this is scary stuff, huh?

CPA Technology, in partnership with Keystone Wealth Management, is offering a free speaking engagement featuring Special Agent Scott Duffey of the FBI.  The focus of discussion will be "Identity Theft and Safeguarding Confidential Information."  For those looking for a quality, informative free continuing education course (part of CPA Technology's Continuing Education Series), this is it.  Attending this lecture may save you from being the next victim of identity theft.

Agent Duffey will provide you with a host of information and practices that will help prevent you or your business from becoming a victim of identity theft.

The lecture will take place from 8:30 - 10:30 AM, Tues., June 15th.  To request a registration form, visit our website at www.cpatechnology.net to find a link on the homepage.

        

www.cpatechnology.net                          www.keywealthman.com

SAGE's MAS 90/200 4.X Road Map

Sage Software's MAS 90/200 ERP new roadmap for the future started with the introduction of version 4.0. The roadmap continues with the newly release version 4.4 and its first accompanying product update. In short version 4.x along with the product updates that will be released about 1 per quarter is the biggest set of new feature enhancements that I have seen in MAS 90/200 since 1998.

Spring 2010 Timberline 9.7 Enhancements Released!

The more efficiently your business management system allows your team to locate and act upon key information, the faster and easier they can do their jobs. That’s why we’ve enhanced Sage Timberline Office to provide everyone on your team with a wide range of automation, workflow and process improvements to make it easier to get more done in less time, including:

1. Simplified reporting and data analysis with new tools that are familiar and easy to use.
2. A higher degree of work process automation so your team  has the freedom to focus on other tasks
3. Easier ways to share documents and manage internal approval processes making your entire team (and business) more efficient.

Features Include:

• Simplified Installation
• Document Management Rules-based Routing
• Technology Updates
• More Comprehensive Tax Filing Capabilities & Improved Payroll Management
• BIM–Estimating Quantity Takeoff Integration
• Advanced Assembly Databases
• Excel-based Reporting—Office Connector Starter for Sage

For a demo, call CPA Technology at (610) 862-1998.

Timberline 9.7 Enhancement Brochure: Download PDF

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

CPA Technology Newsletter- Fall/Winter

Read CPA Technology's 2009 Fall/Winter's Newsletter edition for some important updates, Timberline Year-End information and more…

CPA Technology, LLC - Leading provider of business software solutions for the Construction and Real Estate industries in the Philadelphia Metro Region since 1971!

Read “The Net” – Fall/Winter 09, Volume II

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].