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Available Jobs for an Accounts Payable by zqx15399

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									Accounts Payable
Accounts Payable puts you in charge of the entire payables
process—from the minute invoices come in your door, through the
approval process, payment selection, and check printing.


Invoice entry is simple and efficient with a         Vendor tracking                                         >
                                                                                                                 Allocate invoices by predefined percentages.
spreadsheet entry grid that can be navigated by      >
                                                         Log vendor terms for automatic calculation          >
                                                                                                                 Customize the distribution grid by vendor
keyboard or mouse. Payment selection is even             of discount amounts and payment dates.                  type to include only entry fields needed for
easier with a process that can select invoices to                                                                each vendor.
                                                     >
                                                         Track vendor contact names, phone numbers,
pay by any criteria you define. And generating           fax numbers, and other essential information.       >
                                                                                                                 Enter and pay invoices for future periods.
vendor checks is a snap with advanced check          >
                                                         Add up to 250 user-defined data fields to           >
                                                                                                                 Place invoices or distributions on hold
writing capabilities like two-party checks and           track additional information.                           during invoice entry.
customizable checks and stubs.                       >
                                                         Specify information that prefills during            >
                                                                                                                 Tie invoices to commitments.
                                                         invoice entry (for example, discount amount,        >
                                                                                                                 Receive a warning if a vendor’s insurance
Using integrated access tools, your payables             discount date, payment date, GL account).               has expired.
information is always immediately available.         >
                                                         Track general liability, workers’ compensation,     >
                                                                                                                 Receive a warning if a subcontractor
Interactive inquiries let you view stored                automobile, and umbrella insurance.                     or supplier’s invoice doesn’t match
information in seconds for quick lookups and         >
                                                         Track 1099 information.                                 estimates or commitments so you don’t
over-the-phone answers. And customizable                                                                         over or underpay.
                                                     >
                                                         Track miscellaneous deductions (for example,
reports let you calculate and print information          workers’ comp).                                     >
                                                                                                                 Set up new vendors on-the-fly.
in any format you choose for in-depth                >
                                                         Set up one-time or temporary vendors without        >
                                                                                                                 Enter joint-check payees during invoice entry.
payables analysis.                                       adding them to your permanent vendor list.          >
                                                                                                                 Automatically calculate due dates based
                                                     >
                                                         Use a single vendor list for multiple companies         on vendor terms.
Get up and running quickly and efficiently               while tracking 1099 information separately.         >
                                                                                                                 Default the accounting date as the invoice
when you streamline your software setup with         >
                                                         Track separate fiscal and calendar year totals to       date, date entered or date received.
the Setup Wizard. And the Workflow Center                accommodate 1099 and other tax reporting.           >
                                                                                                                 Post discounts to multiple properties or jobs.
provides instant access to the tasks you perform                                                             >
                                                                                                                 Track discounts that you took advantage of
most often in a simple, intuitive workflow layout.   Invoice entry                                               as well as those you missed.
                                                     >
                                                         Track invoices the minute they come through         >
                                                                                                                 Automatically calculate tax liability.
Following is a detailed list of the features
                                                         your door with an optional pending invoice          >
                                                                                                                 Associate invoice distributions to owner’s
Accounts Payable offers to keep you on top of            system.                                                 draw (pay when paid).
expenses and in control of your cashflow:            >
                                                         Use recurring invoices to process rent              >
                                                                                                                 Automatically assign bank accounts.
                                                         payments, contract fees, and more.
                                                     >
                                                         Prefill information that repeats every line
                                                         to reduce key strokes.
                                                     >
                                                         Distribute invoices to multiple properties,
                                                         jobs, cost codes, categories, and general
                                                         ledger accounts.
Payment selection                                    >
                                                         Modify any of the more than 100 inquiries,        >
                                                                                                               Enter electronic notes to document
>
    Display invoices by any criteria you define.         or create new inquiries using Inquiry Designer.       information on invoices and vendors.
>
    Automatically or manually select invoices
                                                                                                           >
                                                                                                               Attach other files (for example, scanned
    for payment.                                     Reporting                                                 images of purchase orders or receiving
                                                                                                               documents) to invoices and vendors.
>
    Make partial payments.                           >
                                                         Choose from nearly 40 pre-designed                >
                                                                                                               Allow responsible staff to approve invoices
>
    Give discounted invoices priority.                   Accounts Payable reports to calculate and
                                                                                                               electronically using an optional invoice
                                                         print information at any time (for example,
>
    Manage retainage and lien waivers.                                                                         approval system.
                                                         Open Invoice, Approved Invoice Register,
>
    Place invoices, distributions, vendors,              and Cash Requirements).                           >
                                                                                                               Reconcile checks using Check Management.
    jobs or commitments on hold during               >
                                                         Apply conditions and ranges to print exactly      >
                                                                                                               Customize the toolbar for push-button
    payment selection.                                   the information you need.                             access to reports, inquiries and tasks.
>
    Enter joint check payees during                  >
                                                         Modify nearly all of the more than 500            >
                                                                                                               Change descriptions that appear on
    invoice selection.                                   reports, or create new reports using                  the screen to match your company’s
>
    Enter a payment memo for the check stub.             Report Designer.                                      standard terminology.
                                                                                                           >
                                                                                                               Set up macros for unattended processing of
                                                                                                               predefined tasks.
Check printing                                       Setup Wizard
                                                                                                           >
                                                                                                               Define security rights by user or group.
>
    Print two-party checks.                          >
                                                         Use a grid-like window to enter vendors
                                                         or copy and paste your vendor list from a
                                                                                                           >
                                                                                                               Track lien waivers.
>
    Define the content and layout of the check
    face and stub.                                       spreadsheet.                                      >
                                                                                                               Enter expenses to one company but pay
                                                         Stay on the right track with built-in Tips            invoices from another company
>
    Sort checks in vendor, job, property, or GL      >



                                                         and Tricks.                                           (intercompany accounting).
    account prefix order.
                                                                                                           >
                                                                                                               Import invoices from other programs.
>
    Draft checks from separate banks in the          >
                                                         Enter Beginning Balances and tie back to
    same check run.                                      the GL.
>
    Print the vendor’s customer ID for your          >
                                                         Automatically back up your data.                  Accounts Payable is a part of Sage
    company on the check.                                                                                  Timberline Office, fully integrated software
>
    Automatically print a detailed or summary                                                              created to streamline work and connect the
                                                     Workflow Center
    check register following the check run.                                                                people you depend on to build your business.
>
    Produce MICR-encoded checks with an
                                                     >
                                                         Easily reconcile General Ledger to AP
    interface to Create-a-Check.                         sub-ledgers.
                                                     >
                                                         Quickly access the tasks performed most
                                                         often in an intuitive workflow layout.
Inquiry                                              >
                                                         Easily view commonly used reports and
>
    Choose from 16 pre-designed Accounts                 inquiries.
    Payable inquiries (for example, Invoice          >
                                                         Instantly access assistance topics with a
    Register, AP Aging, and Vendor Insurance).
                                                         click of the mouse.
>
    Drill down on summary information to view
    supporting detail (for example, click on a
    vendor to see associated invoices, or click on   Additional features
    an invoice to see associated distributions
    and payments).                                   >
                                                         Record invoices and print checks from one
                                                         place for quick vendor or COD payment
>
    Apply conditions to display only the
                                                         using the Quick Check feature.
    information you want to see.
                                                     >
                                                         Change or delete invoices even after they
>
    View and insert electronic notes and
                                                         have been posted.
    file attachments.
                                                     >
                                                         Void checks and reinstate invoices.
>
    Insert columns of data on-the-fly to quickly
    access additional information.
Accounts Receivable
Accounts Receivable gives you all the tools you need to stay
in touch with clients and on top of receivables to proactively
manage your cash position.

Accounts Receivable records complete client          Following is a detailed list of the features         >
                                                                                                              Select tax exemption by type of cost for a
profiles to help you monitor relationships and       Accounts Receivable offers to help you manage            customer or contract item.
facilitate timely payments. A customer contacts      your cash receipts and client relationships:         >
                                                                                                              Add up to 250 user-defined data fields to
list records titles, e-mail addresses, pager                                                                  track additional customer information.
numbers and other vital information to help          Customer tracking
you target communications. And a built-in                                                                 Invoice entry
                                                     >
                                                         Record payments, credit histories, default
correspondence log tracks client communications          billing information, rate tables, invoice        >
                                                                                                              Use Billing to post invoices to Accounts
to help you follow up on concerns.                       formats, and more.                                   Receivable and enter manual invoices or
                                                                                                              electronically import invoices produced
                                                     >
                                                         Track customer totals by aging categories,
Solid accounting capabilities make it simple to                                                               by other systems.
                                                         outstanding amount, billed amount,
process cash receipts accurately and quickly.            payments, retainage, and more.                   >
                                                                                                              Customize the invoice entry window.
Automatically post payments to the oldest            >
                                                         Track last aging date, average days to pay,      >
                                                                                                              Predefine “days-before-due” for each
outstanding invoice or manually post to                  and average outstanding balance to monitor           customer to automatically assign invoice
                                                         your customers’ payment history.                     due dates.
individual invoices or items. Enter unapplied
customer payments, miscellaneous and job cost        >
                                                         Define your own aging periods and label          >
                                                                                                              Automatically bill retainage by customer,
                                                         them with a custom description.                      contract, contract item, job or cost code.
receipts all in one session. And easily issue
                                                     >
                                                         Use the invoice date or invoice due date to      >
                                                                                                              Bill retainage as percent of total held or a
debit and credit adjustments as needed.
                                                         age customer balances by days or months.             flat amount.
Using integrated access tools, your receivables      >
                                                         Establish customer credit limits and ratings.    >
                                                                                                              Print invoices using a format you specify.
information is always immediately available.         >
                                                         Maintain a customer correspondence log to
Interactive inquiries let you view stored                enhance communication (for example, log          Cash receipt entry
information in seconds for quick lookups and             phone conversations, letters, memos, faxes).     >
                                                                                                              Define deposit types (for example, check,
over-the-phone answers. And customizable             >
                                                         Link correspondence to customers, contracts,         cash, wire, transfer).
reports let you calculate and print information          contract items, change orders, invoices, jobs,   >
                                                                                                              Enter unapplied customer payments,
                                                         extras, cost codes, and cash receipts.
in any format you choose for in-depth                                                                         miscellaneous payments, job cost
receivables analysis.
                                                     >
                                                         Track correspondence follow-up dates.                receipts, and other cash receipts in a single
                                                     >
                                                         Maintain an online rolodex of customer               entry session.
Get up and running quickly and efficiently               contacts.                                        >
                                                                                                              Distribute payments as needed (for example,
when you streamline your software setup with         >
                                                         Track to-do’s with a customer checklist (for         distribute billed amounts to invoices,
the Setup Wizard. And the Workflow Center                example, credit checks, references).                 General Ledger accounts, customer cash
provides instant access to the tasks you perform                                                              receipts, jobs, contract items, cost types,
                                                     >
                                                         Apply tax-exempt status to billable items
                                                                                                              and more).
most often in a simple, intuitive workflow layout.       using a customized list (for example,
                                                         exempt, not exempt, total billed, subcontract,
                                                         labor, equipment).
>
    Automatically post payments to the longest        >
                                                          View and insert electronic notes and                  contacts, payments, adjustments, and invoices.
    outstanding invoice or manually post to               file attachments.                                 >
                                                                                                                Customize the toolbar for push-button
    specific invoices or invoice items.               >
                                                          Insert columns of data on-the-fly to quickly          access to reports, inquiries, and tasks.
>
    Post partial payments.                                access additional information.                    >
                                                                                                                Change descriptions that are on the screen to
>
    Assign default General Ledger accounts            >
                                                          Modify any of the more than 100 inquiries,            match your company’s standard terminology.
    for posting receivables, revenue and                  or create new inquiries using Inquiry Designer.   >
                                                                                                                Set up macros for unattended processing of
    miscellaneous entries.                                                                                      predefined tasks.
>
    Automatically post payment entries to a           Reporting                                             >
                                                                                                                Define security rights by user or group.
    default bank account.                             >
                                                          Choose from several pre-designed Accounts         >
                                                                                                                Enter invoices to one company but apply
>
    Customize the cash receipts entry window.             Receivable reports to calculate and print
                                                                                                                cash receipts to another company
                                                          information at any time (for example, cash
>
    Write off retainage amounts on retainage                                                                    (intercompany accounting).
                                                          projection, statement of account detail/due
    billed invoices.
                                                          date, customer aging summary).
                                                                                                            Accounts Receivable is a part of Sage
Receivable adjustment
                                                      >
                                                          Apply conditions and ranges to print exactly
                                                          the information you need.                         Timberline Office, fully integrated software
>
    Edit and adjust invoices, cash receipts and                                                             created to streamline work and connect the
    adjusting entries.
                                                      >
                                                          Modify nearly all of the more than 500 reports,
                                                          or create new reports using Report Designer.      people you depend on to build your business.
>
    Adjust or write off billed amounts including
    billed retainage.
                                                      Setup Wizard
>
    Void invoices and maintain a record of
    voided invoices for audit purposes.               >
                                                          Enter customer information manually or copy
                                                          and paste from a spreadsheet.
>
    Issue debit and credit adjustments to
    existing invoices or to customers’ records for    >
                                                          Stay on the right track with built-in Tips
    application to future invoices.                       and Tricks.
>
    Apply customer adjustments to invoices.           >
                                                          Enter Beginning Balances and tie back to
>
    Credit an invoice’s unpaid balance.                   the GL.
>
    Change the status of an invoice.
                                                      >
                                                          Automatically back up your data.
>
    Mark a cash receipt as NSF.
                                                      Workflow Center
>
    Enter refunds.
                                                      >
                                                          Quickly access frequently performed tasks in
>
    Print debit or credit memos using a format
                                                          an intuitive workflow layout.
    you specify (for example, billed credit, billed
    debit, accounts receivable credit, accounts
                                                      >
                                                          Easily view commonly used reports and
    receivable debit, customer credit, customer           inquiries.
    debit, bad debt).                                 >
                                                          Instantly access assistance topics with a
                                                          click of the mouse.
Inquiry                                               >
                                                          Easily reconcile General Ledger to AR
>
    Choose from several customizable Accounts             sub-ledgers.
    Receivable inquiries (for example, aging, last
    invoice/receipt, activity by contract).           Additional features
>
    Drill down on summary information to view         >
                                                          Enter electronic notes to document information
    supporting detail (for example, click on a            on customers, contacts, payments, adjustments
    customer to see invoice aging detail).                and invoices.
>
    Apply conditions to display only the              >
                                                          Attach other electronic files to customers,
    information you want to see.
General Ledger
General Ledger is the Sage Timberline Office
storehouse for financial activity and history.

Accounting information from other Sage                Following is a detailed list of the features           Entry and processing
Timberline Office applications flows seamlessly       General Ledger offers to help you manage               >
                                                                                                                 Automatically or manually update
to General Ledger where it’s stored in an account     every fiscal detail with textbook precision:               transactional activity from other Sage
format that you customize to fit your business.                                                                  Timberline Office accounting modules.
                                                      Account tracking                                       >
                                                                                                                 Automatically or manually assign batch
There, the information is easily retrieved and
reported using integrated information access tools.
                                                      >
                                                          Format GL account IDs with up to 25                    numbers for tracing entry sources.
                                                          alphanumeric characters.                           >
                                                                                                                 Use up to 99 journals for classifying entries.
General Ledger’s tight integration ensures that       >
                                                          Track multiple companies, departments,             >
                                                                                                                 Keep previous periods open while processing
subsidiary ledgers stay in balance with the               divisions, etc. in the same database with              in the current period.
general ledger, that clear audit trails lead to           user-defined account prefixes and suffixes.        >
                                                                                                                 Open and close periods as needed (security
original activity, and that account reconciliation    >
                                                          Define different period-end dates and year-            permitting).
is fast and efficient.                                    end dates for each company, department,            >
                                                                                                                 Open and close periods independently by
                                                          division, etc. as your organizational structure
                                                                                                                 company, department, division, etc.
General Ledger’s flexible accounting format               requires.
                                                                                                             >
                                                                                                                 Edit prior period and prior year transactions
allows you to maintain multiple divisions, regions    >
                                                          Define each account with one of 12 account
                                                                                                                 (security permitting).
or companies within the same database. And                types to facilitate financial statement design
                                                          and ratio analysis (for example, current assets,   >
                                                                                                                 Process auto-recurring entries weekly,
customizable reports and financial statements             current liability, other income).                      monthly, quarterly, semi-annually or annually.
let you present the numbers in virtually any                                                                     Enter adjusting transactions for the current
                                                      >
                                                          Store 23 periods of previous activity and six      >


format required by your company or business               periods of future activity.                            period that will be reversed automatically in
partners.                                                                                                        the next period.
                                                      >
                                                          Choose between cash and accrual accounting
                                                          methods, or track both simultaneously              >
                                                                                                                 Automatically allocate expenses based on
General Ledger also helps you maintain accuracy.                                                                 pre-defined percentages.
                                                          (Service Management utilizes the accrual
Error correction capabilities let you make                accounting method only).                           >
                                                                                                                 Recover and/or escalate tenant charges in
adjustments without compromising accounting                                                                      Property Management using stored actual
                                                      >
                                                          Track debit activity for cash flow reporting.
integrity. Flexible entry lets you post to the                                                                   expenses or budgets.
                                                      >
                                                          Add up to 250 user-defined data fields to
correct GL period, whether it’s current, prior or         track additional account information.              >
                                                                                                                 Force journal entries to balance by company,
future. And broad, secure inquiry access allows                                                                  department, division, etc. before exiting an
                                                      >
                                                          Restrict the GL accounts that can be used in
designated employees inside and outside of                                                                       entry session.
                                                          other modules (for example, only allow AP
the accounting department to view the                     control accounts to be used in Accounts            >
                                                                                                                 Summarize transactions with similar attributes.
numbers without tampering with them.                      Payable).                                          >
                                                                                                                 Copy the chart of accounts to expedite the
                                                      >
                                                          Define partners for tracking joint venture             setup of another company, division, etc.
Get up and running quickly and efficiently                ownership percentages.
when you streamline your software setup with          >
                                                          Store a secondary account ID (for example,
the Setup Wizard. And the Workflow Center                 the parent company’s account) on each
provides instant access to the tasks you perform          GL account.
most often in a simple, intuitive workflow layout.
Budgeting                                               Financial statements
                                                                                                              >
                                                                                                                  Easily reconcile General Ledger and
>
    Define up to ten budgets per year for               >
                                                            Modify General Ledger’s default financial
                                                                                                                  sub-ledgers.
    each account.                                           statements or create new ones using Financial
                                                            Statement Designer.                               >
                                                                                                                  Instantly access assistance and help topics
>
    Create budgets for an unlimited number of
                                                                                                                  with a click of the mouse.
    future years.                                       >
                                                            Define the contents of each column and line.
>
    Optionally enter budgets on a quarterly basis.      >
                                                            Perform custom calculations on financial          Additional features
>
    Copy previous budgets or activity into your             data, such as liquidity ratios.
                                                                                                              >
                                                                                                                  Automatically generate due-to and
    working budget.                                     >
                                                            Compare companies, regions, divisions,                due-from transactions to keep separate
>
    Use formulas to modify existing budgets or              properties, etc. (GL account prefixes)                companies, divisions, etc. in balance
    to create new ones.                                     side-by-side in columnar format.                      (intercompany accounting).
                                                        >
                                                            Create multiple financial statement formats for   >
                                                                                                                  Edit entries after they’ve been posted
Inquiry                                                     each company, region, division, property, etc.        (security permitting).
>
    Choose from several pre-designed General
                                                        >
                                                            Produce consolidated or comparative               >
                                                                                                                  Enter electronic notes to document
    Ledger inquiries (for example, the Account              financial statements for either related or            information on accounts and transactions.
    inquiry and Budget Information inquiry).                non-related fiscal entities.
                                                                                                              >
                                                                                                                  Attach other files (for example, spreadsheets
>
    Drill down on summary information to
                                                        >
                                                            Produce prorated financial statements based           or word processing documents) to accounts
    view supporting detail (for example, click on           on a partner’s ownership interest.                    and transactions.
    a GL expense account to view underlying             >
                                                            Produce reports using the account                 >
                                                                                                                  Define security rights by user or group.
    AP transactions).                                       numbering scheme of joint venture partners,
                                                            lending institutions or government agencies.
                                                                                                              >
                                                                                                                  Customize the toolbar for push-button
>
    Apply conditions to display only the
                                                                                                                  access to financial statements, reports,
    information you want to see.                        >
                                                            Cut, copy and paste information from one              inquiries and tasks.
>
    View and insert electronic notes and file               financial statement to another.
                                                                                                              >
                                                                                                                  Change descriptions that appear on the
    attachments.                                        >
                                                            Print statements for current and prior periods.       screen to match your company’s standard
>
    Insert columns of data on-the-fly to quickly                                                                  terminology.
    access additional information.                      Setup Wizard                                          >
                                                                                                                  Set up macros for unattended processing of
>
    Modify any of the more than 100 inquiries, or       >
                                                            Select and edit accounts from a predefined            predefined tasks.
    create new inquiries using Inquiry Designer.            Chart of Accounts, manually enter, or copy        >
                                                                                                                  Import transactions and budgets from
                                                            and paste your Chart of Accounts from a
                                                                                                                  other applications.
Reporting                                                   spreadsheet.
>
    Choose from several pre-designed General
                                                        >
                                                            Automatically back up your data.                  General Ledger is a part of Sage Timberline
    Ledger reports to calculate and print information   >
                                                            Stay on the right track with built-in Tips        Office, fully integrated software created to
    at any time (for example, Trial Balance,                and Tricks.                                       streamline work and connect the people you
    Current Ledger and Year-To-Date Ledger).            >
                                                            Enter Beginning Balances and tie back to          depend on to build your business.
>
    Apply conditions and ranges to print exactly            the GL.
    the information you need.
>
    Modify nearly all of the more than 500 reports,     Workflow Center
    or create new reports using Report Designer.
                                                        >
                                                            Quickly access frequently performed tasks
                                                            in an intuitive workflow layout.
                                                        >
                                                            Easily view commonly used reports and
                                                            inquiries.
Billing
Billing can accommodate all your customer invoicing needs.

Use it to automatically produce time-and-material,   Cost-based contract billing                            Fixed-price contract billing
cost plus, lump sum progress billing and unit        >
                                                         Generate billings for time and materials and       >
                                                                                                                Generate billings for progress billing, unit
priced invoices according to your contractual            cost plus contracts.                                   priced and lump sum contracts.
requirements. Or, quickly and easily create free-    >
                                                         Automatically post costs from Job Cost,            >
                                                                                                                Automatically calculate retainage using
form invoices independent of your contracts at           Accounts Payable, Payroll and Equipment                different retainage percents by contract item.
any time.                                                Cost modules to Billing for use in invoice         >
                                                                                                                Track scheduled values and units by contract
                                                         production.                                            item (for example, sitework, concrete).
For cost-based billings, Billing collects and        >
                                                         Define billable and nonbillable costs in a         >
                                                                                                                Use an entry spreadsheet to enter fixed-price
tracks costs from other Sage Timberline Office           number of different ways, including by cost            billings (for example, current amounts,
applications for inclusion in your invoices.             type, cost code, contract item, etc.                   retainage, percents or units to bill for each
Billing automatically applies user-defined           >
                                                         Create markup tables to efficiently apply              contract item).
billing rates and markups to cost items, then            standard percents to labor, material,              >
                                                                                                                Automatically prefill the entry spreadsheet
                                                         subcontractor, equipment, overhead and                 with contracted amounts, prior billed
lets you change, hold, write up or down                  other cost types.                                      amounts, units and percents billed.
work-in-progress amounts prior to invoicing.         >
                                                         Create billing rate tables to efficiently apply    >
                                                                                                                Automatically calculate sales tax based on
For fixed-priced invoices, Billing gives you a           billing rates by cost type.                            tax information stored on the contract.
worksheet to enter amounts, percent complete         >
                                                         Calculate billing rates using nearly 30            >
                                                                                                                Bill for materials stored on the job.
and units to bill. For free-form invoices, you           different key classifications (for example, job,
simply enter billing information directly into           employee, vendor, equipment type).
                                                                                                            Printing cost-based and fixed-price
an invoice template on the screen.                   >
                                                         Enter effective dates on rate tables and           invoices
                                                         markup tables to control when Billing uses
Billing lets you control the look and content            specific tables for calculation.
                                                                                                            >
                                                                                                                Design the look and content of invoices
of your invoices to meet your customer’s                                                                        by selecting from an extensive library of
                                                     >
                                                         Produce invoices for all unbilled work-in-             predefined formats for the invoice header,
needs. After invoices are produced, the                  progress (WIP) through a date you specify.             body, totals and footer sections.
information is sent to Accounts Receivable           >
                                                         Edit WIP information to adjust amounts             >
                                                                                                                Customize invoice look and content even
for cash receipt processing.                             prior to billing.                                      further using Crystal Reports®.
                                                     >
                                                         Bill standard items that are not associated        >
                                                                                                                Push a button to preview invoices on the
Following is a detailed list of the features
                                                         with direct costs (for example, inventory              screen before printing.
Billing offers to help you produce timely,               items or service orders).
accurate invoices:                                                                                          >
                                                                                                                Print draft invoices for manager’s review.
                                                     >
                                                         Take advantage of invoice add-ons (for
                                                         example, charges or deductions) to modify
                                                                                                            >
                                                                                                                Reprint final invoices.
                                                         invoice amounts based on fixed amounts             >
                                                                                                                Print invoices by specific criteria (for
                                                         or percentages.                                        example, only approved invoices).
                                                     >
                                                         Automatically calculate sales tax based on
                                                         tax information stored on the contract.
Free-form invoice entry and printing                   Reporting                                             Billing is a part of Sage Timberline Office,
>
    Create free-form invoices for a job, extra or      >
                                                           Choose from several pre-designed Billing          fully integrated software created to streamline
    cost code with or without setting up a contract.       reports to calculate and print information at     work and connect the people you depend on
>
    Optionally produce invoices for a customer             any time (for example, Invoice Status, Work       to build your business.
    without posting billing information to                 In Progress, Add on Table Detail).
    the job.                                           >
                                                           Apply conditions and ranges to print exactly
>
    Input billing information into an entry                what you need.
    window that resembles an actual invoice.           >
                                                           Modify nearly all of the more than 500 reports,
>
    Retrieve descriptions and prices from                  or create new reports using Report Designer,
    standard item tables, rate tables and add-on           a Sage Timberline Office product.
    tables to speed invoice entry.
>
    Include text in the invoice template.              Additional features
>
    Retrieve customer and billing information
                                                       >
                                                           Enter electronic notes to document
    from Accounts Receivable during invoice                information on rate tables, markup tables,
    entry.                                                 entry worksheets, invoices and other
                                                           Billing records.
>
    Define which billings items are taxable on
    an item-by-item basis.
                                                       >
                                                           Attach other electronic files (for example,
                                                           spreadsheets and word processing
>
    Apply different totaling options, including            documents) to records throughout Billing.
    subtotals and grand totals.
                                                       >
                                                           Customize the toolbar for push-button
>
    Identify required entry information for each           access to reports, inquiries and tasks.
    job and receive a warning if that
    information is omitted (for example, require
                                                       >
                                                           Change descriptions that are on the screen to
    cost code entry).                                      match your company’s standard terminology.
>
    Customize the look and content of the
                                                       >
                                                           Set up macros for unattended processing of
    printed invoice format (for example, design            predefined tasks.
    the invoice to print on pre-designed forms).       >
                                                           Define security rights by user or group.

Inquiry
>
    Choose from several customizable Billing
    inquiries (for example, Work in Progress by
    Customer, Contract Based Invoices,
    Worksheet Entries).
>
    Drill down on summary information to view
    supporting detail (for example, click on a job
    to see WIP detail).
>
    Apply conditions to display only the
    information you want to see.
>
    View and insert electronic notes and file
    attachments.
>
    Insert columns of data on-the-fly to quickly
    access additional information.
>
    Modify any of the more than 100 inquiries,
    or create new inquiries using Inquiry
    Designer, a Sage Timberline Office product.
Contracts
Provided with the Accounts Receivable application, Contracts tracks
the details of your customer agreements in one convenient location.

Information stored in Contracts can be used to      Contracts offers to help you track your                   >
                                                                                                                  Control invoice numbering by contract.
drive billings, coordinate receivables processing   customer agreements:                                      >
                                                                                                                  Automatically maintain last invoice
and enhance change order management.                                                                              amounts and dates, and last payment
                                                    Contract tracking                                             amounts and dates.
For each of your customer agreements,               >
                                                        Identify contracts and contract items with up to      >
                                                                                                                  Link contracts to jobs for automated
Contracts stores scope of work, terms of                10 characters containing up to three sections.            processing and detailed reporting.
payment, important dates, status, supporting        >
                                                        Use predefined templates to quickly set up            >
                                                                                                                  Optionally accumulate billed totals for
documents, customer contacts, project contacts          new contracts and to maintain consistency                 month-to-date, next month, year-to-date,
and more. Contracts also tracks billing                 among your contracts.                                     next year and contract-to-date periods.
requirements and change order information.          >
                                                        Use information from your Accounts Receivable         >
                                                                                                                  Access retainage held, billed and balance
Billing can use information stored in Contracts         customer records to enter contracts.                      amounts by contract item.
to produce your customer invoices automatically.
                                                    >
                                                        Record and track scope of work for each
                                                        contract and contract item.                           Change order tracking
Job Cost can work with Contracts to manage
every step of the change order process—from
                                                    >
                                                        Track contract status (for example, proposed,         >
                                                                                                                  Tie change orders to contracts or contract items.
                                                        pending, approved, closed, paid-in-full).             >
                                                                                                                  Automatically change contract amounts and
request through approval.
                                                    >
                                                        Define unique billing methods (for example,               contract item amounts based on approved
Sage Timberline Office automation makes                 progress bill, lump-sum, unit priced, time &              change orders.
setting up new contracts easy. You can set              materials, cost plus) for each contract item.         >
                                                                                                                  Track original contract units and amounts,
up predefined templates to quickly enter new        >
                                                        Track all the individuals involved with a contract.       approved change orders and revised units or
contracts. And through the interface to             >
                                                        Track all documents and functions for each                amounts contracted.
Accounts Receivable, you can automatically              contract item.                                        >
                                                                                                                  Record the reason for the change, the scope
                                                    >
                                                        Assign GL accounts to each contact item (for              of the change, the dollar amount of the
enter customer information already stored.
                                                        example, AR, retainage AR, revenue).                      change, and units.
Using integrated access tools, your contractual     >
                                                        Assign GL account prefixes (for example,
                                                                                                              >
                                                                                                                  Record multiple items per change order.
information is always immediately available.            divisions, departments, companies) to each            >
                                                                                                                  Create Contracts change orders based on
Interactive inquiries let you view stored               contract item.                                            change order requests logged in Job Cost.
information in seconds for quick lookups and        >
                                                        Identify GL revenue account exceptions for            >
                                                                                                                  Revise Job Cost change order requests to
over-the-phone answers. And customizable                each contract item (for example, track                    minimize data entry (for example, change
                                                        different types of work separately in your GL).           the status to “denied” or reduce the amount
reports allow you to calculate and print
                                                    >
                                                        Add up to 250 user-defined fields to track                prior to approving).
information in any format you choose for
                                                        additional contract information.                      >
                                                                                                                  Track change orders by cost type.
in-depth analysis.
Following is a detailed list of the features
                                                    >
                                                        Use customized checklists to track contract           >
                                                                                                                  Track the estimated cost of the change along
                                                        action items.                                             with the contract change order amount for
                                                    >
                                                        Assign different customer or billing contacts,            profitability analysis.
                                                        invoice formats, rate and markup tables, and
                                                        retainage percentages to each contract and            Inquiry
                                                        contract item.
                                                    >
                                                        Define the billing frequency for each contract.
>
    Choose from several pre-designed Contracts             predefined tasks.
    inquiries (for example, Derived Totals,            >
                                                           Define security rights by user or group.
    Change Orders).
>
    Drill down on summary information to view          Contracts is a part of Sage Timberline Office,
    supporting detail (for example, click on a
                                                       fully integrated software created to streamline
    contract to view detail by contract item).
                                                       work and connect the people you depend on
>
    Apply conditions to display only the information
                                                       to build your business.
    you need to see.
>
    View and insert electronic notes and
    file attachments.
>
    Insert additional columns of information
    on-the-fly.
>
    Modify any of the more than 100 inquiries,
    or create new inquiries using Inquiry Designer.

Reporting
>
    Choose from several pre-designed Contracts
    reports to calculate and print information at
    any time (for example, Contract Schedule of
    WIP, Contract Item Billing Summary, Contract
    Change Order Log).
>
    Apply conditions and ranges to print exactly
    the information you need.
>
    Modify nearly all of the more than 500
    reports, or create new reports using
    Report Designer.

Additional features
>
    Enter electronic notes to contracts, contact
    items, change orders, and change order
    items to document additional information.
>
    Attach electronic files (for example, job
    photos, scanned images of a contract) to
    contracts, contact items, change orders,
    and change order items.
>
    Customize the toolbar for push-button
    access to reports, inquiries and tasks.
>
    Change descriptions that are on the
    screen to match your company’s
    standard terminology.
>
    Set up macros for unattended processing of
Cash Management
Cash Management is an easy-to-use tool that lets you view and track cash
transactions generated in Sage Timberline Office applications such as Accounts
Payable, Payroll, Accounts Receivable, Job Cost, and Property Management and
then reconcile them with your company’s bank statements and general ledger.

What’s more, Cash Management also                   Setup Assistant, which walks you through the                easy-to-read register on the screen.
simultaneously tracks your register and bank        bank account setup process and confirms                 >
                                                                                                                Track the status of each transaction (open,
balances, giving you a simple way to stay on        that accounts balance before you begin                      cleared, or reconciled).
top of your cash flow and ensure that accounts      posting transactions.                                   >
                                                                                                                 Enter deposits, withdrawals, adjustments,
are funded at optimum levels.                                                                                   interest, and miscellaneous charges directly
                                                    You can also get up and running quickly and                 into Cash Management and automatically create
Cash Management also contains a number of           efficiently when you streamline your software               corresponding entries in General Ledger.
features designed to help you maintain the          setup with the Setup Wizard. And the Workflow           >
                                                                                                                Easily edit unposted transactions entered
integrity of your books. For example, you can                                                                   into Cash Management, or go to the source
                                                    Center provides instant access to the tasks
                                                                                                                to edit transactions originating from other
enter new transactions, such as deposits,           you perform most often in a simple, intuitive               Sage Timberline Office applications.
withdrawals, and adjustments directly into Cash     workflow layout.
Management and create corresponding general                                                                 Bank reconciliation
ledger transactions at the same time. Unposted      Whether you require the customization of the Cash
                                                    Management Setup Assistant or utilize the Setup
                                                                                                            >
                                                                                                                Instantly update difference between
transactions entered into Cash Management                                                                       reconciled balance and statement balance
can be easily edited. Transactions created          Wizard, Sage Timberline Office offers the flexibility
                                                                                                                for tracking your progress as you reconcile.
elsewhere are edited at their originating source,   necessary to meet your business requirements.           >
                                                                                                                Easily mark individual transactions
which ensures reconciliation across applications.   Following is a detailed list of features Cash               “reconciled” as reflected in your bank
Finally, you can limit which applications have                                                                  statement, or select a range of transactions
                                                    Management offers that will help you keep
access to specific accounts, which helps prevent                                                                to reconcile.
                                                    your company’s books accurate and balanced.
the accidental misuse of accounts.
                                                                                                            >
                                                                                                                Reconcile Cash Management bank accounts
                                                    Setup                                                       with your bank statement.
Cash Management allows for intercompany                                                                     >
                                                                                                                Suspend the reconciliation process in
                                                    >
                                                        Control which bank accounts and cash
and central bank accounting, and can also                                                                       progress, then pick up where you left off
                                                        accounts can be used by each interfacing
                                                                                                                when you return.
receive cleared check information from banks            application to eliminate posting errors.
electronically. For added convenience, it’s         >
                                                        Limit maximum check amount per bank
                                                                                                            Inquiry
possible to suspend a reconciliation in progress        account.
                                                                                                            >
                                                                                                                Choose from a number of pre-designed
and save your work, so that you can go do           >
                                                        Establish multiple GL cash accounts per bank.
                                                                                                                inquiries (such as bank balance, cash
something else, and then return to the task                                                                     balance, and bank register).
later without having to start from scratch. To      Cash transaction management                             >
                                                                                                                Drill down on summary information to view
make things even easier, the application            >
                                                        Keep track of all checks generated in
features a spreadsheet-style grid and a                 Accounts Payable and Payroll, and all deposits
                                                        entered into Accounts Receivable, Job Cost,
                                                        and Property Management through an
    supporting detail.                                    with a click of the mouse.
>
    Apply conditions to filter information that
    you don’t want to see.                            Additional features
>
    View and insert electronic notes and              >
                                                           Electronically import cleared check
    file attachments.                                     information from banks.
>
    Insert additional columns of information          >
                                                          Process intercompany accounting transactions.
    on-the-fly for quick access to the data you       >
                                                          Process cash and accrual accounting
    need most.                                            transactions simultaneously.
>
    Modify any of the more than 100 inquiries, or     >
                                                          Add up to 250 custom fields to the
    create new inquiries using Inquiry Designer,          bank account record for additional
    a Sage Timberline Office product.                     information tracking.
                                                      >
                                                          Attach notes and files to individual transactions.
Reporting
>
    Choose from a number of pre-designed              Cash Management is a part of Sage
    reports (such as Balance by Batch, Cash
                                                      Timberline Office, fully integrated software
    Totals to General Ledger, and Check Register).
                                                      created to streamline work and connect the
>
    Apply conditions and ranges so that only the
                                                      people you depend on to build your business.
    specific information you want to report prints.
>
    Modify nearly all of the more than 500
    reports, or create new reports using Report
    Designer, a Sage Timberline Office product.

Setup Wizard
>
    Use a ready-made list of bank accounts or
    set up your own.
>
    Keep on the right track with built-in Tips
    and Tricks.
>
    Enter Beginning Balances and tie back to
    the GL.
>
    Automatically back up your data..

Workflow Center
>
    Quickly access frequently performed tasks
    in an intuitive workflow layout.
>
    Easily view commonly used reports and
    inquiries.
>
    Perform quick and easy reconciliation to the
    General Ledger.
>
    Instantly access assistance and help topics
Address Book
Address Book provides a central location from which to
access and manage all of your company’s business contacts
and related information.

Included with the purchase of any Sage             Flexible setup allows access to                       >
                                                                                                             Set up custom fields for additional contact
Timberline Office application, Address Book        comprehensive contact information                         information and attach documents as
                                                                                                             needed to contact records.
ensures that everyone always has the most          Address Book contact records can contain
recent and complete contact information            a wide range of information and options.
                                                                                                         >
                                                                                                             Track business enterprise types (MBE, WBE,
                                                                                                             SBE, VBE, DBE).
within reach. Changes or updates to contact        For example, with Address Book you can:
                                                                                                         >
                                                                                                             Specify in Address Book which contacts
information, such as an address change, made       >
                                                       Track all of your business partners and               you want to appear in Accounts Payable,
in one area of the company are automatically           associated contacts, establish a primary              Accounts Receivable and Estimating
reflected throughout all Sage Timberline Office        contact and assign roles to individual                software, and which contacts you don’t
applications and instantly made available to           contacts within an organization such as               want to appear.
                                                       estimating, accounts payable, accounts
all users in the company.
                                                       receivable and billing.
                                                                                                         Address Book reports
For companies already using Sage Timberline        >
                                                       Set up multiple addresses (including
                                                       shipping, remittance, street, etc.), phone        Address Book also makes numerous reports
Office products, Address Book contact data can
                                                       numbers and other contact information             available, including company, fax, person,
be easily synchronized with contacts in existing
                                                       in each company or individual person              phone, e-mail, customer, accounts payable,
Accounts Payable, Accounts Receivable and              contact record.                                   vendor and estimating vendor.
Estimating databases.                              >
                                                       Enter useful information such as the trade
                                                       of a subcontractor, the type of supplier or       Address Book is a part of Sage Timberline
                                                       the region the vendor serves, then query off      Office, fully integrated software created to
                                                       of these fields in the future to quickly find     streamline work and connect the people you
                                                       the vendor you’re searching for.
                                                                                                         depend on to build your business.
                                                   >
                                                       Assign a preferred default delivery method
                                                       to individual contacts—noting to send via
                                                       print, fax or e-mail. Once selected, Timberline
                                                       Office applications will automatically send
                                                       all information by this default. Users may
                                                       change the delivery method at the time of
                                                       sending if needed.
                                                   >
                                                       Customize most of the software’s drop-
                                                       down lists to fit your company’s contact
                                                       tracking needs.
Access and manage all of your company’s business
contacts and related information in one central location.
Job Cost
Job Cost is the Sage Timberline Office resource that collects
all project-related information and stores it in a format you
customize to fit your business.

From a simple costing structure with basic          Following is a detailed list of the features Job       Entry and processing
job codes and standard cost codes, to a             Cost offers to help you keep projects on track:        >
                                                                                                               Send all job-related information from other
sophisticated structure with multi-sectioned                                                                   Sage Timberline Office applications to Job
                                                    Job tracking                                               Cost.
jobs, multi-sectioned cost codes, and multiple
cost categories, Job Cost can handle virtually
                                                    >
                                                        Track contract amounts, estimates, costs,          >
                                                                                                               Enter direct costs into Job Cost, or import
                                                        subcontracts, purchase orders, quantity                them from other programs (for example,
any level of tracking complexity.
                                                        totals, production information, customer               overhead allocations, miscellaneous cost
                                                        information, billings, and other project               adjustments).
Job Cost gives you complete control over
                                                        information in as much detail as you need.
commitment and change order management.                                                                    >
                                                                                                               Enter owner change orders, commitment
                                                    >
                                                        Format job IDs with up to 10 alphanumeric              change orders, estimates and commitments.
Enter subcontracts and purchase orders directly
                                                        characters and up to three sections.
into Job Cost, or import them from other
                                                                                                           >
                                                                                                               Lock an original estimate to prevent
                                                    >
                                                        Format cost code IDs with up to 12                     modification.
programs, then track them against invoices for          alphanumeric characters and up to four sections.
total control over committed costs. And manage
                                                                                                           >
                                                                                                               Easily edit entries even after they’ve been
                                                    >
                                                        Track an unlimited number of user-definable            posted (security permitting).
every step of the change order process—from             cost categories.                                   >
                                                                                                               Capture daily labor hours for certified jobs.
pending through approval—to ensure change           >
                                                        Use an optional “extra” costing level to
order profitability.
                                                                                                           >
                                                                                                               Optionally prevent edits to transactions
                                                        isolate special cost areas without
                                                                                                               originating outside of Job Cost.
                                                        disassociating them from the main job.
Using integrated information access tools,                                                                 >
                                                                                                               Specify exactly which GL accounts may be
                                                    >
                                                        Set up standard cost codes and categories
your project information is always immediately                                                                 used for various jobs, tasks, etc.
                                                        to streamline job setup and to improve
available. Interactive inquiries let employees          consistency of cost analysis.
                                                                                                           >
                                                                                                               Specify who should approve AP invoices
view information—such as potential cost                                                                        for each job.
                                                    >
                                                        Add up to 250 user-defined data fields to
overruns, percent complete, and production              several Job Cost records to track additional
units in place—on the screen in seconds.                job information.                                   Commitment management
And customizable reports let you calculate          >
                                                        Track project totals by job, year, quarter,
                                                                                                           >
                                                                                                               Enter subcontracts and purchase orders
and print information in any format you                 month or week.                                         for any combination of jobs, cost codes
                                                                                                               or categories.
choose for in-depth project analysis.               >
                                                        Track period-to-date accumulators daily,
                                                        weekly, bi-weekly or semi-monthly.
                                                                                                           >
                                                                                                               Break out subcontracts or purchase orders
Get up and running quickly and efficiently                                                                     into unlimited line items.
                                                    >
                                                        Track job status and scheduling dates.
when you streamline your software setup with                                                               >
                                                                                                               Track item descriptions, scopes of work,
                                                    >
                                                        Define custom totals and miscellaneous                 scheduling information, and insurance
the Setup Wizard. Workflow Center provides              accumulators.                                          requirements.
instant access to the tasks you perform most        >
                                                        Define tax groups for each job by cost type.       >
                                                                                                               Track payment and performance bond
often in a simple, intuitive workflow layout. And   >
                                                        Set up GL cost account groups to debit GL              information.
Job Central allows you to compile the various           cost accounts by type of job.                      >
                                                                                                               Track detailed contract approval information.
components of a job from one convenient spot.
You have the complete job picture—from start
                                                                                                           >
                                                                                                               Track schedule dates for each subcontract.
to finish—available from a single location.
>
    Retrieve and change vendor insurance              Reporting                                             Additional features
    information from Accounts Payable to reflect      >
                                                          Choose from several pre-designed Job Cost         >
                                                                                                                Enter additional project information (for
    separate insurance for a project.                     reports to calculate and print information at         example, percent completes, production
>
    Track miscellaneous commitment requirements           any time (for example, Cost at Completion             units in place, anticipated change orders)
    with a user-defined item checklist.                   Trends, Committed Cost Detail, Change                 with customizable field worksheets.
>
    Track secondary vendors to generate joint             Order Log).                                       >
                                                                                                                Import estimates, commitments and direct
    checks and monitor secondary liens.               >
                                                          Apply conditions and ranges to print exactly          costs from other programs.
>
    Mark cost codes or categories as “bought              the information you need.                         >
                                                                                                                Enter notes and attach electronic files
    out” to analyze contract variances.               >
                                                          Modify nearly all of the more than 500 reports,       (for example, spreadsheets or word
                                                          or create new reports using Report Designer.          processing documents) throughout Job
Change order management                                                                                         Cost for additional documentation.
>
    Enter and track owner requested change            Setup Wizard                                          >
                                                                                                                Track jobs for multiple companies in the
    orders and commitment change orders.              >
                                                          Reduce overall implementation time with               same general ledger.
>
    Document who initiated the request, who               streamlined processes.                            >
                                                                                                                Define security rights by user or group.
    prepared the change order, who approved it        >
                                                          Decrease manual data entry with copy and          >
                                                                                                                Customize the toolbar for push-button
    and when.                                             paste functionality.                                  access to reports, inquiries, and tasks.
>
    Track changes to the original contract,           >
                                                          Set up software at your own pace. Setup           >
                                                                                                                Change descriptions that are on the
    estimate, subcontracts, purchase orders,              Wizards will remember where you left off.             screen to match your company’s standard
    and production totals.                                                                                      terminology.
                                                      >
                                                          Stay on the right track with built-in Tips
>
    Track the status of each change order item            and Tricks.                                       >
                                                                                                                Set up macros for unattended processing
    with customizable descriptions (for example,                                                                of predefined tasks.
                                                      >
                                                          Enter beginning 0balances and tie back to
    requested, verbal OK).                                                                                  >
                                                                                                                Access Sage Timberline Office project
                                                          GL.
>
    Associate commitment change orders with                                                                     accounting information with other ODBC-
    owner change orders.
                                                      >
                                                          Automatically back up your data.                      compliant programs (for example, Microsoft
>
    Tie change orders to contracts and budgets.                                                                 Excel and Word).
                                                      Workflow Center
>
    Record billable or internal change orders.
                                                      >
                                                          Quickly access frequently performed tasks         Job Cost is a part of Sage Timberline Office,
>
    Enter revisions to production units.                  in an intuitive workflow layout.                  fully integrated software created to streamline
                                                      >
                                                          Easily view commonly used reports and             work and connect the people you depend on
Inquiry
                                                          inquiries.                                        to build your business.
>
    Choose from several pre-designed Job Cost         >
                                                          Instantly access assistance and help topics
    inquiries (for example, Profit Summary,               with a click of the mouse.
    Remaining Estimate, Required Productivity).
>
    Drill down on summary information to view         Job Central
    supporting detail (for example, click on a job
    to see cost code information).                    >
                                                          Set up jobs, including billing information,
                                                          schedule of values, and estimates all from
>
    Apply conditions to display only the
                                                          one convenient location.
    information you want to see.
                                                      >
                                                          Ensure accurate data entry with copy and
>
    View and insert electronic notes and
                                                          paste capability.
    file attachments.
                                                      >
                                                          Complete the setup at your pace. Job Central
>
    Insert columns of data on-the-fly to quickly
                                                          will remember where you left off.
    access additional information.
                                                      >
                                                          Get fast access to Job Central processes
>
    Modify any of the more than 100 inquiries,
                                                          right from Desktop.
    or create new inquiries using Inquiry Designer.
Sage Timberline Office Desktop
Simplifying workflow and saving time, Desktop presents all
the information and resources you need in a single location to
efficiently manage your work.


From one screen, you’re able to efficiently          Setup Central Wizards speed implementation          Designate and group common tasks,
review mission-critical information and initiate     time and simplify setup procedures to get you       inquiries, and reports to streamline workflow.
tasks in the software important to your role in      operational, with less downtime.
                                                                                                         Connect directly to tools and information
the organization.
                                                                                                         such as Microsoft Word and Excel
                                                     Streamline and integrate business processes
                                                                                                         documents and commonly referenced
Fully customizable, Desktop acts as a personal       to run more efficiently an accurately with
                                                                                                         web site links.
home page and allows each person to                  Workflow Centers. You’ll have the information
organize common tasks according to individual        you need in a more timely fashion resulting in      Streamline your reconciliation process with
requirements. Create shortcuts to the applications   better, more informed business decisions.           a built-in reconciliation tool and reports.
you frequently use. Access non-Sage Timberline                                                           Take advantage of the flexibility to create
Office resources such as Word documents,             With Job Central, easily set up common types        a unique desktop for each user in your
Excel files, and favorite web sites. Highlight       of jobs and contracts from one convenient           organization to meet role-specific needs.
important inquiries and reports. And set up          location, saving you time while ensuring that
your personal desktop to automatically deliver       the job details have been covered.                  Provide new employees with predefined
key business metrics that you can refresh at                                                             desktops to help them quickly get up to
any time.                                            Because Sage Timberline Office provides this        speed on how to access the technology
                                                     implementation flexibility, you have freedom to     tools and information associated with their
The Sage Timberline Office Desktop links you         choose what works best for you—based on             job roles.
directly to the Sage Information Center, the         your unique business objectives and system
smart way to stay on top of industry, company,       requirements. You can customize your              Setup Central Wizards
and product information to maximize your             implementation as necessary to accomodate
                                                                                                         Streamline the software setup and reduce
software investment. You’ll find the latest          complex business processes, or take advantage
                                                                                                         overall implementation time.
news, tips and techniques, product alerts and        of the additional Desktop features to address
notifications as well as information on training,    more common, industry-standard practices.           Decrease manual data entry with copy and
support, and customer feedback specific to                                                               paste functionality.
Sage Timberline Office.                              Desktop features and efficiencies                   Set up software at your own pace. Setup
                                                       Make your access to all of your Sage              Wizards will remember where you left off.
Desktop functionalities such as Setup Central,
                                                       Timberline Office functionality, other            Keep on the right track with built-in Tips
Workflow Centers, and Job Central deliver
                                                       applications, and information direct              and Tricks.
unparalled easy-of-use for a streamlined,
                                                       and immediate.
implementation and efficiencies to maximize                                                              Enter beginning balances and tie back to
your profitability.                                    Use a pre-configured home page as a               the GL.
                                                       foundation to quickly create your own
                                                                                                         Automatically back up your data.
                                                       personal digital dashboard.
Workflow Centers                                          Job Central

  Quickly access Workflow Centers from                       Set up jobs, including billing information,
  the Desktop.                                               schedule of values, and estimates all from
                                                             one convenient location.
  Optimize your productivity by accessing tasks
  you perform most often in an intuitive                     Use copy and paste functionality for fast,
  workflow layout.                                           accurate data entry.

  Instantly view commonly used reports
                                                          Sage Timberline Office Desktop is part of
  and inquiries.
                                                          Timberline Office, fully integrated financial
  Easily reconcile General Ledger and                     and operations software for construction
  sub-ledgers.                                            and real estate professionals.

  Quickly access assistance topics with a click
  of the mouse.




Customize your desktop by creating shortcuts to information that is most pertinent to your daily routine.
Estimating Standard
Built to accommodate company growth, Estimating Standard
serves as the foundation of what’s been proven.

Setup Simplified                                   Estimating Standard makes it easy to analyze       Item takeoff—If you want to work with
Now you can get up and running on Estimating       and fine-tune your estimates. You can rename       database items before they go into your
Standard even faster. The time-consuming task      and move columns around. Open and compare          estimate, you can drag them into the item
of setting up and building a database has been     several estimates at once. Even drag items         takeoff window. When you’re ready, just click
streamlined with the Database Builder Wizard.      from one spreadsheet into another for quick        the OK button to add them to your spreadsheet.
The Wizard walks you through the necessary         creation of new or alternate estimates.
                                                                                                      Smart Assemblies takeoff—To save lots of
steps of establishing your database more quickly
                                                   Want to view your work by location? You can        time, you can take off all the items of a wall,
and efficiently, saving you time and money and
                                                   do that too. In fact, with the click of a mouse    door, concrete slab or other building component
allowing you to take full advantage of the
                                                   you can look at your estimate by division or       in just one step. Estimating databases include
Estimating software.
                                                   item, takeoff order, assembly, bid item or other   a variety of common assemblies that you can
Easy to learn                                      user-defined Work Breakdown Structure (WBS)        modify. Or you can build your own.
Estimating Standard includes a comprehensive       code. You can also create and save unlimited,
                                                                                                      Presentation-quality reports
online help system that slashes the learning       personalized views of the spreadsheet while
                                                                                                      These days, your numbers have to look good.
curve. You can use software help to walk step-     you work. So later, you can see the estimate
                                                                                                      We’re talking different type fonts and sizes,
by-step through many of the common estimating      just the way you need to during review.
                                                                                                      bolding, italic and colors. With Estimating
tasks. Or if you need more detail, sit back and    Plus estimates can be viewed in full detail or
                                                                                                      Standard, you can produce professional-looking,
watch a visual run-through of a procedure.         summarized to the major estimate divisions.
                                                                                                      easy to-understand reports for clients and
You can also do key word searches, review the
                                                   Ever forget to save your work? Don’t worry.        upper management.
table of contents, and locate by topic answers
                                                   Unlike typical memory-based spreadsheets,
to your questions. These capabilities make                                                            Not only can you control the look of your
                                                   Estimating Standard’s disk-based spreadsheet
Estimating Standard extremely easy to learn—                                                          reports, you can control the content. You can
                                                   resides on your hard drive. So you never have
a good tool for getting new estimators up to                                                          create custom headers and footers and include
                                                   to save your estimate. Or worry about losing
speed quickly.                                                                                        graphics. And Estimating Standard’s WYSIWYG
                                                   your work.
                                                                                                      (what you see is what you get) reporting lets
An interactive spreadsheet
                                                   Fast takeoff                                       you quickly strip, add to and tweak the estimate
With Estimating Standard’s spreadsheet,
                                                   There’s more than one way to do takeoff.           just the way you want. Then print. Professional
everything you need to build an estimate is
                                                   Estimating Standard gives you several—all          reporting has never been simpler.
available with the click of a mouse. At all
                                                   designed to give you more accurate estimates,
times, you get total interaction on the screen,
                                                   in less time:                                      Estimating Standard is a part of Sage
in real time, with no paper printouts needed to
                                                                                                      Timberline Office, fully integrated software
see your work. And there’s no estimate size        Quick takeoff—Simply drag one or more items        created to streamline work and connect the
limit either.                                      from the database directly into the spreadsheet    people you depend on to build your business.
                                                   on the screen. Enter dimensions and the software
                                                   automatically calculates all quantities for you.
For super fast takeoff, simply drag items from the database
into Estimating Standard’s interactive spreadsheet.
Estimating Extended
For estimators who demand more from estimating systems,
Estimating Extended, a Sage Timberline Office application, offers
our most comprehensive package of cutting-edge estimating tools.


Setup Simplified                                       settings or your own custom prices and rates.          a portion of, the quantities, amounts, and
Now you can get up and running on Estimating           You’re able to store up to 20 different prices for a   prices contained within a column at once.
Extended even faster. The time-consuming task of       single item and 10 different labor production rates.   Calculate by a percentage, by multiplying or
setting up and building a database has been                                                                   dividing and amount, by replacing an amount,
                                                       Keep bids and quotes within reach
streamlined with the Database Builder Wizard.                                                                 or by spreading an amount proportionally over
                                                       The software’s subcontractor bid grid offers
The Wizard walks you through the necessary                                                                    the selection.
                                                       a simple way to store, analyze, and select
steps of establishing your database more quickly
                                                       subcontractor bids and quotes by item. Log             On bid day, when time is everything, adjustments
and efficiently, saving you time and money and
                                                       each subcontractor’s name, bid quantity, unit          can be easily made through Estimating
allowing you to take full advantage of the
                                                       price, total bid amount, and any notes in the          Extended’s totals page. Log in last-minute cuts
Estimating software.
                                                       pop-up grid. Then just click on the bid you’d          and adds, and the software automatically
Slash takeoff time                                     like to use, and the estimate instantly calculates     generates the change throughout all the
Sage Timberline Office offers estimators several       the item based on your decision. What if you           affected areas of the estimate. Or use the adjust
ways to take off estimates in less time. With          change your mind? Simply check a replacement           job totals feature to match a pre-defined job total
quick takeoff, you simply drag individual or           bid, and the substitution is made instantly.           or cost per unit, or to play with the final numbers.
groups of items from the cost database directly
                                                       See it all from a new angle                            Go global
into the spreadsheet on the screen. Enter
                                                       With Work Breakdown Structure (WBS) codes,             Estimating Extended makes it easy for you
dimensions, and the software calculates all
                                                       you can organize estimates a variety of ways.          to take off an estimate in one system of
quantities for you. Or, if you prefer, you can use
                                                       By project phase. Drawing detail. Or location,         measurement and deliver it in another.
item takeoff to work with items prior to pulling
                                                       like Floor 1 or 2. Just define and assign your own     Estimates can automatically be converted from
them into the spreadsheet.
                                                       WBS codes to any estimate item, either in the          Imperial units to metric units or vice versa.
For ultimate time-savings, Smart Assemblies            database or during takeoff. With the ability to
                                                                                                              Present your work with flair
or Model Takeoff is your tool, letting you take        attach up to 40 WBS codes to each item, your
                                                                                                              With so much riding on it, it’s critical that the
off all items in a wall, door, concrete slab or        analysis and reporting possibilities are endless.
                                                                                                              work you produce for clients and upper
an entire building core and shell all at once.
                                                       Not only can you work with an estimate in any          management be professional-looking and easy
A takeoff audit trail is also included in Estimating   order you choose, you can change the order             to understand. Estimating Extended reports are
Extended, so you can double-check your work            instantly using the sequencing tabs at the bottom      just that, with the ability to include different
at any time.                                           of the spreadsheet.                                    type fonts and sizes, bolding, italics and colors.
                                                                                                              You can create custom headers and footers,
Manage complex estimating with
                                                       Easily make adjustments                                including graphics, and use WYSIWYG (what
variable pricing
                                                       Whether it’s during analysis or at the last            you see is what you get) reporting to quickly
Choose the materials pricing and labor
                                                       minute, making adjustments to an estimate is           strip, add to and tweak an estimate just the
production rates that make the most sense
                                                       a snap in Estimating Extended. The software’s          way you want.
for the job whether that means the default
                                                       adjust columns feature lets you revise all, or
Estimating Explorer
Estimating Explorer offers you a better solution to efficiently
organize, manage and analyze your estimates.

Tracking down a specific estimate in bid logs           Estimating Explorer’s management reports and            >
                                                                                                                    Stores important due dates on bid related
that often contain hundreds of estimates can            graphs. Estimate information can also be exported           events. Seamlessly integrates to Microsoft
                                                                                                                    Outlook for automated notification.
be a nightmare. And managing your estimates             directly to Microsoft Excel for further analysis or
grows more complex with every bid you create.           custom graphing.
                                                                                                                >
                                                                                                                    Allows entry of multiple user-defined bid
                                                                                                                    events, such as bid due, pre-bid meeting,
The key to estimate control is organization.                                                                        site inspections, and more.
                                                        Whether you need to zero in on estimate details
Estimating Explorer eliminates time-intensive
                                                        or summarize your bid results, Estimating Explorer      Reports
searches by automatically creating an up-to-date
                                                        makes estimate management simpler.
master list and description of every estimate in
                                                                                                                >
                                                                                                                    Several built-in reports sort and summarize
                                                                                                                    estimates by client, project type, estimator,
your system. Within seconds you can sort your           Product features
                                                                                                                    status, and more.
estimates by estimator, bid date, estimate number       >
                                                            Works with Estimating Standard or Estimating        >
                                                                                                                    Includes Cross-Tab reports showing estimate
or a variety of other criteria to locate an estimate.       Extended software.
                                                                                                                    volume by estimator, project type or status.
Once you do, you’re just one click away from the        >
                                                            32-bit software runs on Microsoft Windows           >
                                                                                                                    Offers a Competitor Bid by project type report
estimate’s spreadsheet.                                     operating systems.
                                                                                                                    for a month, quarter, year or any specified
                                                        >
                                                            ODBC-compatible (Open Database Connectivity).           date range.
Estimating Explorer’s file management tools don’t
                                                        >
                                                            Includes Sequel backend for improved                >
                                                                                                                    Provides summary bid volume graphs by
end there. The software’s ability to compress and
                                                            performance.                                            project type, status, and estimator.
archive estimates and all their associated files, not   >
                                                            Scans for all estimates, databases and              >
                                                                                                                    Allows you to create user-defined reports
only saves you disk space but also allows instant           associated files on your hard disk or server.           and graphs using Microsoft Excel and the
access to all your estimates—both new and old.                                                                      spreadsheet manipulation.
                                                        >
                                                            Instantly locates any estimate or database in
                                                            your system using a number of search options.
Estimating Explorer also helps you keep track of
                                                        >
                                                            Allows viewing of the estimating spreadsheet        Estimating Explorer is a part of Sage
your bid schedules. Log important bid events, such
                                                            from within Explorer without launching the          Timberline Office, fully integrated software
as bid dates, pre-bid meetings, and site inspections.                                                           created to streamline work and connect the
                                                            Estimating application.
And, with built-in integration to Microsoft Outlook,                                                            people you depend on to build your business.
                                                        >
                                                            Manipulates spreadsheets for improved cost
you’ll be reminded of important Bid Due dates               analysis by resorting, collapsing/expanding,
and times to ensure you don’t miss a deadline.              show/hide columns or requesting the totals page.

Managing your estimates also means understanding
                                                        >
                                                            Compresses and archive all estimate and
                                                            estimate-related files.
the big picture. Estimating Explorer not only
                                                        >
                                                            Copies, moves, and deletes estimates and
organizes your estimates, but gives you the tools
                                                            associated files simply and easily
to stand back and analyze your work. Need to
                                                        >
                                                            Tracks progress of jobs using status field (e.g.,
know what your estimating volume is by estimator?
                                                            won, lost, bidding) and enables collection of
Or your year-to-date estimate volume? You can               competitive bid information such as names of
find these and many other answers using                     bidders, amounts bid and bid winners.
Estimating Explorer offers you a
variety of reports and graphs to help
you better manage your estimates.
Estimating Extended also delivers a number of    Estimating Extended is a part of Sage
advanced reports to help in estimate analysis.   Timberline Office, fully integrated financial
Print the cost variance report to quickly see    and operations software for construction and
where costs and quantities have varied           real estate professionals.
between two similar projects. Or view the cost
comparison report to zero in on where unit
costs have changed between conceptual,
interim, and final estimates on a project.




With Estimating Extended, analysis and
reporting possibilities are endless. For
instance, use WBS codes to produce an
estimate sorted by Uniformat.




                                                          A subcontractor bid grid in Estimating
                                                          Extended makes it simple to store, analyze
                                                          and select subcontractor bids by item.
Estimating Features
MICROSOFT® WINDOWS® TECHNOLOGY                      - Review mode gives the user an easy way          sizes, bolding and color highlighting.
                                                      to make adjustments or corrections at           Changes to column order and column
• 32-bit architecture improves software perfor-
                                                      any time, before or after accepting the         headings are also quickly and easily made.
  mance, speed, and use of computer memory
                                                      assembly to the spreadsheet.                   • 10-level spreadsheet groups items on the
  (e.g., problems with one application won’t
  affect other applications). Also allows use of   • Detail and totals windows can be opened           spreadsheet and determines the order in
  long file names up to 255 characters.              directly from the spreadsheet so you can          which they appear. Also supported on a
                                                     see and edit individual items and estimate        number of estimating reports.
• Multiple document interface (MDI) lets you
                                                     information such as subtotals by category,      • Move/copy can be used to move or copy
  open multiple estimates at one time.
                                                     markups and total cost per unit.                  items, or a whole section of the estimate,
• Drag and drop technology lets you drag
                                                   • Reprice estimates by percent or using data-       from one area to another. A huge time-
  items from a database list or estimate and
                                                     base prices to keep estimate prices up-to-        saver when estimating work similar to
  drop them into your current estimate.
                                                     date and in line with your database prices.       what you’ve already estimated, like
• Extensive online help system—including                                                               estimating additional floors in a building.
                                                   • Estimate quantities can be converted auto-
  context sensitive help, index-level help and
                                                     matically from imperial to metric units or      • Adjust column feature provides a way to
  “Show Me” demos—helps you learn the
                                                     vice versa.                                       modify quantities, amounts and prices
  system quickly.
                                                   • Audit trail provides a detailed breakdown         within a range of marked cells at one time.
• PDF files of estimate reports can be created                                                         Adjustments are tracked and can be easily
                                                     of every item/assembly taken off so you
  for improved communication and security.                                                             undone.
                                                     can verify take-off quantities (including
• Estimates can be sent via e-mail using             multiple passes), unit prices, amounts and      • Specification notes at all spreadsheet levels
  Microsoft® Outlook.                                much more.                                        let you attach notes to any item, phase,
                                                   • Crews and resources allow you to set up an        division, assembly, location and so on.
ESTIMATE MANAGEMENT                                                                                    Notes also print on reports.
                                                     unlimited number of crews, which can be
• Explorer can help you easily organize,             automatically priced. Rate tables assigned      • Subcontractor bid grid makes it simple to
  manage and analyze hundreds of esti-               to the estimate determine what labor and          store and select subcontractor bids by item.
  mates. Locate any budget in your system            equipment prices apply. One-time crews          • Cuts and adds feature lets you log in one
  instantly—whether current or archived—             can be set up as you do takeoff. This allows      place, last minute price adjustments that
  through Explorer’s master estimate list.           users to fine-tune costs by by adjusting          can affect many different areas of your
  Tools for cross-estimate analysis and bid          labor and equipment resources required            estimate.
  schedule management are also available.            for the task.
                                                                                                     • Adjust job totals feature allows you to
• Standalone estimates can be created using                                                            adjust the estimate to match a pre-defined
  multiple databases and viewed indepen-           SPREADSHEET
                                                                                                       job total or cost per unit.
  dently from their corresponding databases.       • Disk-based spreadsheet eliminates the risk
                                                                                                     • User-definable markups, such as overhead,
• Cost index automatically generates or              of losing estimate information due to
                                                                                                       profit, bond and insurance, can be added
  reprices estimates based on the geographic         power surges or outages. The spreadsheet
                                                                                                       to each estimate as necessary and cus-
  location of the project.                           resides on your hard drive so you don’t
                                                                                                       tomized on an estimate-by-estimate basis.
• Combine assembly feature available on              have to remember to keep saving your
                                                     work.                                           • Auto-scan for incomplete items makes it
  sorts and reports simplifies review and                                                              easy to locate and finalize items in the esti-
  analysis of estimates when the same              • Multiple estimates open at once allows
                                                                                                       mate that are incomplete.
  assembly is taken off multiple times.              you to compare similar estimates on screen
                                                     and even jump-start new estimates by            • Estimate overlines enable the display of
TAKEOFF                                              copying parts and pieces from one esti-           add-ons, totals and grand totals at the
                                                     mate to another.                                  group, phase, and item levels.
• One-time items can be used to add special-
                                                   • Unlimited number of spreadsheet layouts         • User-defined Work Breakdown Structure
  ty items to the estimate without cluttering
                                                     can be used to customize the spreadsheet’s        (WBS) codes can be implemented for more
  up the database. One-time items can also
                                                     appearance to meet your special take-off          personalized spreadsheet views.
  be copied to the database
                                                     and reporting needs.
• Quick takeoff is a fast, easy way to build an                                                      REPORTING
  estimate. Just drag items from the data-         • User-defined Work Breakdown Structure
  base directly to the spreadsheet.                  (WBS) codes can be assigned to estimate         • WYSIWYG (what you see is what you get)
                                                     items, allowing you to organize your esti-        spreadsheet reporting lets you set up your
• Item takeoff lets you work with a group of
                                                     mate in a variety of ways (e.g., by bid item,     spreadsheet to look just the way you like
  items before they are copied to the
                                                     cost code, estimator, etc.).                      it, then print your custom layout as a
  spreadsheet and allows multiple passes for
  the same items. You can even save a group        • WBS library stores pre-established WBS            spreadsheet report.
  of items as an assembly.                           codes for instant retrieval estimate to esti-   • Summary and detailed level reports let you
                                                     mate.                                             determine how much or how little infor-
• Smart Assemblies takeoff saves time by
                    TM


  letting you select all the items of a wall,      • Spreadsheet sequences give you different          mation prints for each report.
  concrete slab or other building component          views of the estimate. You can view it by       • Report sort sequences give you complete
  in one step. Assumptions used to create an         phase/item, take-off sequence, assembly,          control of the order in which report infor-
  assembly can be viewed through a                   location/phase and user-defined WBS code          mation prints.
  standard Internet browser interface.               (e.g., subcontractor, CAD reference, materi-
                                                                                                     • Bill of Materials lets you print material
                                                     al class, etc.).
 - One-time assemblies let you customize the                                                           items from the estimate according to
 assembly take-off process on an estimate-         • Customizing the spreadsheet appearance is         material classification.
 by-estimate basis.                                  possible using different type styles and
Estimating Features                       (cont.)

• Cost variance and cost comparison reports         • Cost index automatically generates or            their attributes to items and assemblies,
  are powerful analysis tools you can use to          reprices estimates based on the geographic       minimizing the need for manual takeoff.
  zero in on the differences between esti-            location of the project.                        • Buyout automates the entire RFQ genera-
  mates. Estimate comparison can be per-            • Up to 20 price levels may be stored in the        tion, analysis and selection process.
  formed at any level of detail and at a              database for a single database item. The        • Address Book provides a central location in
  variety of sort options.                            pricing method can be changed during or           which you can access and manage all your
• User-defined headers and footers, includ-           after takeoff.                                    company’s contacts and related informa-
  ing text and graphics, can be created for         • Up to 10 labor productivity factors can be        tion.
  all reports. In addition, complete control of       used to determine the labor unit for a sin-
  type styles and sizes, bolding, background          gle database item.
  color and scaling allows you to customize
                                                    • Items in the database can be sorted using
  the appearance of your reports for presen-
                                                      secondary items. New sort criteria can
  tation purposes.
                                                      include WBS code, job cost phase, etc.
• Option to allocate indirect costs to direct
                                                    • A new method of finding items is now
  costs can be used to “bury” markup costs
                                                      available through an “index search” of the
  in the items to which the markups apply.
                                                      item descriptions.
  The estimate’s bottom line doesn’t change-
  markups are pro-rated across appropriate          • Model files can now be merged using simi-
  items.                                              lar functionality that applies to other com-
                                                      mon merged fies.
• PDF files of estimate reports can be created
  for improved communication and security.
                                                    INTERFACES AND OTHER OPTIONS
• WBS codes enable a more customized
  reporting system.                                 • Model Estimating produces conceptual
                                                      estimates in minutes simply from your
DATABASE                                              responses to a series of straightforward
                                                      questions about your project. Model
• Electronic price book updating methods              Estimating nests related items and assem-
  can be used to update database prices by            blies into a single model to simplify the
  category, by user-defined price code, by            estimating process.
  the cost index feature for prices in a specif-
                                                    • Palm Estimating allows you to take off
  ic geographic location, or from within the
                                                      dimensional information on a handheld
  Buyout worksheet.
                                                      device while in the field, then send the
• Specialty or one-time items can be added            data to your Timberline estimating desktop
  to the database from your estimate.                 software to create a detailed estimate or
• Five database cost categories let you group         change order. Compatible with devices
  database items according to cost category           running Palm OSTM, version 3 or higher.
  (labor, material, subcontractor, equipment        • ePlan Takeoff generates counts and quanti-
  or other costs). Each database item can             ty takeoffs directly from On Center’s
  track up to three cost categories.                  On-Screen Takeoff® electronic drawings for
• 99 user-definable ways (subcategories) to           immediate use in your estimates.
  group items and make it possible to print         • Digitizer streamlines takeoff of blueprint
  allowances or accumulated costs for special         dimensions and allows you to create a cus-
  groups of items (e.g., owned vs. rented             tomizable dimension list including the
  equipment). Totals appear on reports                name, quantity and image associated with
  showing total cost, total units and cost            calculations. Save, store, print or send
  per unit.                                           values to an Estimating spreadsheet auto-
• Unlimited number of user-defined formu-             matically.
  las with note option lets you build your          • Cut & Fill provides quick and accurate
  own formulas using variables and formula            earthwork estimates.
  tables you define. Each variable can have
                                                    • From and to estimates—interface options
  user-defined help and each formula can
                                                      allow you to send estimate information
  include notes to document assumptions.
                                                      directly to Primavera (P3® and SureTrak
• Formula variables allow preset minimum,             Project Manager®), Microsoft Project, and
  maximum and default values to help pre-             Timberline’s Job Cost. Take-off values can
  vent input errors during takeoff. Each vari-        also be imported from Cut & Fill.
  able can include user-defined help to aid
                                                    • ODBC lets you link data between applica-
  the estimator during takeoff.
                                                      tions with different file structures, as long
• Advanced markups can be used to set up              as both applications have an ODBC driver.
  999 different markups to track anything
                                                    • Database pricing can be updated using RS
  from bond calculations that include step
                                                      Means and i2 Technologies pricing infor-
  tables, to material sales tax, labor and
                                                      mation.
  equipment surcharges, profit, overhead
  and more.                                         • CAD Integrator maps IFC CAD objects and
Crystal Reports
Crystal Reports® version 10.0 professional edition is available
as a limited license solution for Sage Timberline Office data.
It transforms your information into presentation-quality reports.

Simple design tools and built-in assistance        Features and efficiencies
guide you through common report-building           >
                                                       Create exactly the report you need including
tasks such as connecting to your data source,          cross-tab, conditional, drill-down, summary,
selecting fields and records, grouping, sorting,       and more.
and formatting. Templates provide many             >
                                                       Tap into built-in functions or customize as
standard formatting options letting you easily         you wish to control formatting, logic, and
                                                       data selection.
select colors and fonts, include images, and
add other elements such as your company
                                                   >
                                                       Choose pre-defined formatting options or
                                                       customize for the look you prefer.
logo. Report templates, including both
                                                   >
                                                       Expedite report design by storing key report
formatting and data access operations, can
                                                       elements including commands, text, images,
be customized, saved, and applied consistently         and custom functions. Store, share, and
across a variety of reports.                           reuse at any time.
                                                   >
                                                       Easily update information across multiple
                                                       reports.

                                                   Crystal Reports is a part of Sage Timberline
                                                   Office, fully integrated financial and operations
                                                   software for construction and real estate
                                                   professionals.
Create presentation-quality reports using built-in
Crystal Reports templates and design tools.
Financial Statement Designer
Included as a component of General Ledger, Financial Statement Designer
allows you to quickly and efficiently modify predefined financial statements
or create your own custom statements from scratch.

The Financial Statement Designer makes it           >
                                                        Produce reports using the account                 Additional features
easy to define the contents of each column,             numbering scheme of joint venture partners,       >
                                                                                                              Define security rights by user or group.
perform calculations on financial data, and             lending institutions, or government agencies.     >
                                                                                                              Customize the toolbar for push-button
print statements for current and prior periods.
                                                    >
                                                        Produce statements that reflect the                   access to inquiries and tasks.
                                                        ownership percentage of each partner
                                                        (both for single entities or for interests in
                                                                                                          >
                                                                                                              Change descriptions that appear on
Following is a detailed list of the features                                                                  the screen to match your company’s
                                                        multiple entities).
Financial Statement Designer offers that will                                                                 standard terminology.
help you clearly communicate financial
                                                    >
                                                        Print statements for current and prior periods.   >
                                                                                                              Set up macros for unattended processing of
information to virtually any audience in            >
                                                        Modify any of the standard statements, or             predefined tasks, such as running a series of
whatever format they require:                           create your own.                                      financial statements.
                                                    >
                                                        Cut, copy, and paste information from one
Custom statement design                                 financial statement to another.                   Financial Statement Designer is a part of
>
    Base statements on your chart of accounts       >
                                                        Create one design template and use it             Sage Timberline Office, fully integrated software
    or company structure.                               to run the same statement for different           created to streamline work and connect the
>
    Designate groups of financial statements to         fiscal entities.
                                                                                                          people you depend on to build your business.
    be printed together on a regular basis.         >
                                                        Define the information that prints in each
>
    Compare companies, regions, divisions and           financial statement by column and line.
    properties side-by-side in an easy-to-analyze   >
                                                        Designate where you want totals to print, and
    spreadsheet format.                                 whether you want to itemize or summarize
>
    Create multiple financial statements for each       base accounts that comprise those totals.
    company, region, division, or property.         >
                                                        Designate your own headers, footers, col-
>
    Save designs so that you can use them               umn titles, and line descriptions.
    over and over again without having to           >
                                                        Determine the look of statements by
    re-create them.                                     designating number of decimal places,
>
    Produce separate or consolidated financial          rounding methods, comma usage, and
    statements for multiple fiscal entities.            currency symbols.
                                                    >
                                                        Define formatting characteristics, such
                                                        as whether to bold, italicize, or underline
                                                        column information, and how to display
                                                        the heading.
Report Designer
Report Designer for gives you the ability to quickly and easily
modify more than 500 reports or create your own.

Building reports is as easy as pointing and        Following is a detailed list of the features          Additional features
clicking on any field in your Sage Timberline      Report Designer offers to put you in complete         >
                                                                                                             Customize toolbars and drop-down lists
Office database and dropping it into the report    command of the information you present to others:         for each employee.
template. Reports can be totaled at any level,                                                           >
                                                                                                             Use design notes to document details
                                                   Custom report design                                      pertaining to a report, such as prompts,
and conditions can be applied to print only the
information you want to see.
                                                   >
                                                       Modify reports so that the information they           conditions, special considerations, sort
                                                       contain is presented in the style best suited         orders, total and summarization levels,
Once designed, reports can be placed on the            to those who are reading them.                        formatting, and records used.
main toolbar, which can be customized for          >
                                                       Access fields throughout your Sage                >
                                                                                                             Move the floating toolbar anywhere on
each employee, giving them quick and easy              Timberline Office database.                           the screen.
access to the reports and inquiries they use       >
                                                       Insert conditions to print only the information   >
                                                                                                             Use the right mouse button to access
most often. For added convenience, you can             you want.                                             “What’s this?” help capabilities.
also create macros to print a specific set of
                                                   >
                                                       Place printed totals and summarized               >
                                                                                                             Print formulas for easy archiving and analysis.
                                                       information in any order you choose.              >
                                                                                                             Find solutions to common printing problems
reports with a single click of the mouse. For
example, use a macro to generate a rent roll
                                                   >
                                                       Allow the people printing reports to control          using the printing troubleshooter.
                                                       their content at run time.
or a series of job cost reports for a project
                                                   >
                                                       Enter text, headings, and comments to clari-      Report Designer is a part of Sage Timberline
manager—while you continue working on
                                                       fy data for readers.                              Office, fully integrated software created to
other tasks.
                                                   >
                                                       Build reports by clicking on any field to add     streamline work and connect the people you
To ensure that your reports appear professional        it to the report template.                        depend on to build your business.
and are easy to read, Report Designer also         >
                                                       Move fields within the template screen
gives you the ability to choose font types, line       easily by dragging and dropping.
spacing, page breaks, number and date              >
                                                       Change font, bold, italic, and underline
formats, and field size. You can also bold,            formatting.
italicize and underline type.
                                                   >
                                                       Alter line spacing, page breaks, number date
                                                       formats, and field sizes.
Inquiry Designer
Customize how you want your Sage Timberline Office
data to appear. With Inquiry Designer, you’re able to modify
pre-packaged inquiries or create new ones.

Sage Timberline Office accounting applications     Customized access                                   Additional features
come with more than 100 standard inquiries,        >
                                                       Create customized inquiries for anyone who      >
                                                                                                           Modify controls to allow or disallow inquiry
each of which provides instant on-screen               relies on Sage Timberline Office data.              view changes by employees.
access to business and accounting information.     >
                                                       Drill down on summary information to view       >
                                                                                                           Access inquiries from a drop-down list on
                                                       supporting detail (for example, drill down on       the toolbar.
Inquiry Designer enables you to customize the          an invoice to see associated distributions      >
                                                                                                           Click toolbar icons to access the last
presentation of the information contained in           and payments).                                      inquiry opened.
each of these inquiries, so that you can access    >
                                                       Create your own formulas or choose from a       >
                                                                                                           Link electronic files, such as word processing
the data most relevant to you or create your           list of standard ones.                              documents, spreadsheets, and visual images,
own from scratch. When designing inquiries         >
                                                       Place conditions on inquiries to display only       to inquiries.
you can include data from any Sage Timberline          the information you want to see.                >
                                                                                                           Customize toolbar for each user for push-
Office application, and apply any formula,         >
                                                       Add additional columns of information while         button access to commonly used inquiries
condition, or note you choose.                         viewing inquiries for easy access to all the        and tasks.
                                                       information you need to see.                    >
                                                                                                           Move the floating toolbar anywhere on
Following is a detailed list of the features       >
                                                       View inquiry information through form and           the screen.
Inquiry Designer offers that will give everyone        table formats.                                  >
                                                                                                           Automatically display the name of graphical
in your company the power to get the information   >
                                                       Add fields while in form view in order to           icon when cursor moves over it along with
they rely on more quickly and efficiently:             include even more data.                             description of what it does.
                                                   >
                                                       Access the entire SageTimberline Office         >
                                                                                                           Use the right mouse button to access
                                                       database (security permitting).                     Help capabilities.
                                                                                                       >
                                                                                                           Print Sage Timberline Office formulas for
                                                                                                           easy archiving and analysis.

                                                                                                       Inquiry Designer is a part of Sage Timberline
                                                                                                       Office, fully integrated software created to
                                                                                                       streamline work and connect the people you
                                                                                                       depend on to build your business.
Document Management
Organize all important documents and files for fast, easy storage,
retrieval, and routing. Document Management helps you eliminate
the inefficiencies of managing excess files and paperwork.

Document Management is an electronic                 department and/or reviewer, or save for future       With Document Management you can share,
document classification, storage, retrieval          distribution. Once it has been distributed, an       link, and view document images within other
and routing system developed to run directly         automated e-mail notification is sent to the         Sage Timberline Office applications. Now you
from within Sage Timberline Office. With             reviewers’ e-mail inbox, alerting them of the        can find the information you need when you
Document Management, you’ll quickly                  pending document.                                    need it. Accessing important company and
experience increased efficiencies through                                                                 project related data has never been so easy
                                                     Do you have documents that need to be routed
improved storage and document access                                                                      and efficient.
                                                     for approval or require further instruction?
capabilities. As a result, you will be able to
                                                     No problem. With Document Management                 Document Management Capabilities
effectively put your hands on information in a
                                                     you can apply an electronic approval stamp
matter of seconds rather than hours or days.                                                                Classify your documents by a number of
                                                     prior to routing the document. Easily annotate
                                                                                                            fields such as job number, cost code, property,
Utilizing a secure DocuVault database, you can       documents by applying sticky notes. This allows
                                                                                                            document type, user-defined custom field,
capture, classify, and archive any document          you to highlight specific areas within the
                                                                                                            or pre-defined classification, to expedite
created by computer or scanner. Your ability         scanned document and add questions and/or
                                                                                                            search and retrieval.
to store these document images in a highly           instructions to further streamline your document
compressed, secure format allows you to              routing, collaboration, and approval process.          Gain real time access to Sage Timberline
begin freeing up needed space in your office                                                                Office data while classifying documents.
                                                     Additionally, because of tight integration,
by eliminating filing cabinets and boxes you                                                                Retrieve documents instantly with powerful,
                                                     invoice approval as well as invoice classification
currently use to store your company, property                                                               high-speed search capabilities.
                                                     and creation, can be performed from within
or project-related documentation. In addition, its
                                                     Accounts Payable and/or Document Management            Compress documents easily, to save even
powerful search engine allows you to retrieve
                                                     addressing the concept of one-time entry of data.      more space, with a highly sophisticated
files by document types, classifications, user-
defined keywords, or multiple keywords with                                                                 compression routine.
                                                     A key feature of the Document Management
lightening fast results.                             application is its ability to integrate with other     Use electronic notes and stamps, similar
                                                     Sage Timberline Office applications. One of            to ink stamping on documents, improving
Scan and classify documents using an unlimited
                                                     the benefits of this seamless integration is a         document history and facilitating the
number of document types such as job number
                                                     convenient drop-down menu that allows you              routing/approval process.
or property, then route to the appropriate
                                                     to organize your document with previously
                                                                                                            Classify a collection of related documents for
                                                     used data fields as you are classifying, routing,
                                                                                                            quick access to large groups of documents.
                                                     and approving current documents. You’re able
                                                     to view document images at the same time               Categorize groups of documents for quick CD
                                                     you’re entering data into Sage Timberline Office       burning or for internal and external distribution.
                                                     so it’s readily available.
  Easily e-mail retrieved images as PDF Files.

  Get up and running quickly with the help of
  a simple, self-contained setup wizard.

  Integrate with e-mail applications to
  alert users of documents awaiting approval
  or review.

Document Management is a part of Sage
Timberline Office, fully integrated software
created to streamline work and connect the
people you depend on to build your business.




Powerful search capabilities allow users to limit results
displayed based upon uder-defined classifications.
            For Sage Timberline Office


MyAssistant for Sage Timberline Office is an easy-to-use tool that
actively monitors your business and notifies you of issues you deem
important. Give MyAssistant an unlimited number of Tasks, schedule
when each checks your business and then be notified in Microsoft
Outlook® when something needs attention.

Tasks
MyAssistant Tasks define situations you would like to monitor, when
each should be checked and the action to take when issues arise.
For each Task you can …
• Select one of the 220 pre-built or a custom “condition” to specify what
  should be monitored.
• Schedule the Task to run automatically on a specified frequency.
• Define who to notify when the specified situation is found.
• Outline what to communicate when notifying someone.
• Specify the Sage Timberline Office reports and inquiries that are
  available from the e-mail notifications.

To help you get started, MyAssistant comes with 125 construction or 75 real
estate pre–built Tasks. You can also create your own using a simple wizard.
Run Tasks
• Schedule Tasks to run automatically each day, week, month, etc.
• Run Tasks “on-demand” for a quick check on one or more subjects.
• Run a group of Tasks to check your work in Sage Timberline Office.


E-mail Notifications
MyAssistant uses Microsoft Outlook to notify you
of issues needing attention. Notifications can be
addressed to specific people or sent to the app–
ropriate parties given the identified issues (See Roles).
While viewing a MyAssistant e-mail notification you can …
• Mark items complete.
• Ask to be notified again if the issue hasn’t been
  addressed in X days.
• View any Sage Timberline Office* report or inquiry.

E-mail messages can be sent for each Task / subject
or notifications can be grouped into a Daily Summary
where each person receives one e-mail a day, containing
their notifications.
Notification Log
The MyAssistant Notification Log provides
a central location to see unresolved issues
for the different areas of your business.
With the notification log you can …
• View the total notifications for each Task.
• Filter the list to view All, Open or
  Closed notifications.
• Mark items complete or ask not to be
  notified again.
• View Sage Timberline Office reports.

While viewing notifications, request an “Update”
to see a list of open items for a given subject.



Roles
MyAssistant Roles can be used to automatically notify the
appropriate parties based on the identified issues.
For example, with MyAssistant Roles you can …
• Send each project manager the notifications for their jobs.
• E-mail vendors items needing their attention.
• Send customers a list of past due invoices.


Conditions
MyAssistant Conditions define what
will be checked in your Sage Timberline
Office database. Use any of the 200+
conditions provided with MyAssistant
or create your own.
When defining a Condition you can …
• Reference any database field in the
  supported applications.
• Perform calculations.
• Use If, Then, Else logic.
• Compare dates, or do date logic—
  something happening in the next X days.

With MyAssistant Conditions you can
monitor almost any aspect of your business.


MyAssistant for Sage Timberline Office provides an easy way to be
more proactive, improve communications and manage those things
critical to growing your business.
For more information on how MyAssistant can help you monitor your business
contact your local Sage Timberline Office Business Partner.

								
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