Just published: My new book on Project Management reports in Sage Timberline Office. This is a follow up to my book on Job Cost reports.
You can order both books from CIS using our online catalog. Amazon.com will soon have the Project Management book, if you prefer to order it via there.
More about The Report Guide:
Wondered how to get information out of your software? Are you using the best change request formats? Looking for a primer on what reports or available?
The Report Guide explains and depicts almost 200 forms and reports from the Project Management application. It provides a sample image for each report. Detailed notes explain purpose, conditions, prompts, special considerations, and similar or alternative reports, such as those found in Job Cost. It even includes reports not found on the default Reports menu. A helpful introduction explains report access, file names, locations, and more.
Whether learning Project Management or just looking to get more out of your construction software, you need The Report Guide: Project Management Reports for Sage Timberline Office.
A customer wrote about the Job Cost book, “Timberline has hundreds of reports and it is hard to know which one we prefer. Sometimes we tweak one only to find out later there is one almost exactly the same in the system already. This book shows all the reports and is easy to navigate through.” Another customer came up to me at the recent TUG conference and exclaimed, “Your book is awesome!”
I hope you’ll place your order today.
Categories: Sage Timberline Office · Uncategorized
Will we see you at the Timberline User Group conference? Join us May 16-19 at Orlando’s Gaylord Palms Hotel and Conference Center. Get all the details at http://www.tugweb.com.
Our own Towner Blackstock will present a hands on class on Change Management in Project Management, plus sessions on upgrading to 9.7, and basic Purchasing/Inventory.
He’ll also have copies of his book, The Report Guide: Job Cost Reports for Sage Timberline Office. Check out the introduction and first chapter at Amazon.com. Click on the book cover to “look inside.” But wait! How about a $5 discount?
Claim your discount by ordering it from this site and entering discount code GCES98XD.
See you in Orlando!
Categories: Conferences · Sage Timberline Office · Uncategorized
Our support line is happily answering questions about year-end processing. Here’s a popular one: where do I get year end forms, including 1099s, W-2s, checks, etc.?
We recommend you call Sage’s official forms provider for Sage Timberline Office, Sage CRE Forms. Their products are guaranteed to work with Sage Timberline Office. They even have AIA forms such as invoices (G702 and G703), deposit tickets, and MICR toner cartridges for your printer.
Call 800-760-7929 or visit www.sagecreforms.biz.
If you have year-end questions or issues, please call our support line: 888-865-9425. We want to answer your questions!
Categories: Sage Timberline Office · Tips & Tricks
Tagged: Sage Timberline Office, year-end, Forms, 1099, W-2
For whatever reason, New Year’s Day seems to bring on a host of technology related problems. For example, this morning the BBC website was not loading pictures, and the Charlotte Observer’s Twitter feed was mis-tweeting (see http://twitter.com/cltobs). And who could forget last year’s login error in Sage Timberline Office, discovered by our own IT Group and quickly fixed by Sage Software once CIS alerted them of the issue.
As a valued client of Sage Timberline Office, you probably aren’t thinking about whether pictures will load on your website or if Twitter will “mis-tweet.” Nevertheless, the troubles of others remind us that regular maintenance and proper prior planning can prevent problems.* With Sage Timberline Office, that includes the following:
- Purge vendors BEFORE you close the year in AP. Tools > Remove Vendors looks at the current year fields to identify vendors you’ve done business with. The current year totals roll over when you close the year. This tool also has a handy preview function, so you can see which vendors will be purged (please use it).
- Archive data. Consider how much historical data you need in your Current file versus your History file. The smaller your Current file, the faster transaction-based reports and other functions will run. Archiving processes were (relatively) recently made available in Project Management, Service Management, and Property Management, so take some time to look at those modules too.
- Consider your upgrade path for software and hardware. First, you need to install the year end release for the current software you have, be it 9.4.1, 9.5, or 9.6. Don’t forget to download payroll taxes too! Second, think about whether you want to upgrade to the next version. For example, if you are upgrading hardware to Vista, Windows Sever 2008, or 64-bit, then you must upgrade to 9.6. If your hardware is relatively dated, you probably don’t want to upgrade to a version that is designed to run on newer, more powerful workstations and servers.
- Year end is a challenging time, but it goes more smoothly for a workforce that has good training. Trained employees avoid errors, or correct mistakes on the first attempt, rather than “fixing” things incorrectly multiple times . . . or just using the software inefficently. Sage Timberline Office has several options: public and private classes (including onsite using our “mobile classroom” of laptops), online recordings (Anytime Learning), online assistance, our toll-free support line (888.865.9425), and onsite visits by consultants. Call our support number or email me at towner.blackstock@cisinfo.com to discuss your options.
Happy New Year from all your friends at CIS Consulting Group! May 2010 be a safe, productive, and profitable year for you.
*Fans of such alliteration will love “P-7″ even more: Proper Prior Planning Prevents Pitifully Poor Performance.
Categories: Sage Timberline Office · Tips & Tricks
Tagged: Sage Timberline Office, year-end
Optimizing your Sage Timberline Office Database
Two times on December 10!
11AM-1PM EST / 9AM-11AM MST – REGISTER NOW
1:30PM-3:30PM EST / 11:30AM-1:30PM MST - REGISTER NOW
The session will review strategies and appropriate cut-off techniques for moving data on a module-by-module basis. Attendees will take away a specific archiving plan for their company. We will review the data management tools of each module.
Sage Timberline Office Year-End Tips
Two times on December 17!
11AM-12:30PM EST / 9AM-10:30AM MST - REGISTER NOW
1:30PM-3:00PM EST /11:30AM-1:00PM MST - REGISTER NOW
Let CIS Consulting Group help you tackle those year-end processes with confidence. In this session, we’ll discuss the most common questions regarding year-end updates and year-end closing processes as they relate to AP, AR, PR, CM and GL.
Questions? (888) 865-9425 or support@cisinfo.com.
Categories: Classes · Sage Timberline Office
Tagged: Sage Timberline Office, archiving, Classes, Webinars, online, year-end
You can order both books from CIS using our online catalog. Amazon.com will soon have the Project Management book, if you prefer to order it via there.
Lara Libbey
Towner Blackstock
Rod Hatley
Chuck Elyea
Kyle Smith