My Assistant is the “alerts” system for Sage Timberline Office. It emails reminders, reports, and alerts when your defined conditions are triggered in the software. Examples include:
- Weekly cost report run and emailed to project managers,
- Reminder that submittals are overdue,
- Notification that a commitment or cost code is over budget or that a payment is late,
- Email to an employee with a PDF attachment of that employee’s direct deposit paystub.
The possibilities of for proactive notification are endless . . . with endless possibilities to help your people better manage the business, and to help cut costs (viz. the direct deposit notifications)!
A new feature in just-released MyAssistant 4.1 is causing a lot of excitement. 4.1 includes the new Email Directories feature. Formerly known as Roles, Email Directories allow users to easily send recipients, such as project or property managers, their notifications without entering email addresses in Timberline.
This makes the initial configuration of My Assistant even easier. Bad for consultants . . . great for you!
Want to see My Assistant? Contact info@cisinfo.com to arrange a demo today. If you want to upgrade to My Assistant 4.1, note that this version is compatible with Sage Timberline 9.6.1 and higher versions.
Attending the Sage Summit customer conference in Atlanta? You’ll find me, Towner Blackstock, presenting the following sessions:
Tuesday, November 10
- 11:00-12:30 – Managing Project and Contract Changes with Sage Timberline Office (Part 1)
- 2:15-3:15 – Managing Project and Contract Changes with Sage Timberline Office (Part 2)
Wednesday, November 11, 2009
- 9:45-10:45 – Integrating Sage Timberline Office Project Management with Accounting
- 3:30-5:00 – Sage Timberline Office Project Management Tips and Tricks
I’m also helping with several lab sessions including those for Financial Statement Design, ODBC, and Crystal.
Be sure to ask me about my new book, The Report Guide: Job Cost Reports for Sage Timberline Office. It is being published just in time for Sage Summit.
Hope to see you in Atlanta!
Save the date! The North Carolina Chapters of the Construction Financial Management Association (CFMA) have scheduled their 8th Annual Carolinas Construction Conference for November 4 and 5, 2009.
Click here for the “Save the Date” announcement.
The conference begins on Wednesday, November 4th at 1 PM. Thursday November 5th is a full day. This is a great opportunity to learn, earn up to 12 CPE credits, and to network.
To make hotel reservations at the Grandover Resort & Conference Center in Greensboro, NC, call 336-294-1800. The conference rate is $179/night.
Here is some great information from Teresa Webb at Micro Systems Leasing. She handles software and hardware leasing for many of our clients:
“The new SBA ARC loan program may help your business meet capital lease obligations! They will make your loan or capital lease payments for up to $35,000 for 6 months. No fees and payments do not start back for 12 months – and then interest free for 5 years. Check it out the qualifying rules:
“Announcing new SBA ARC loan program that can be used to make payments of principal and interest, including CAPITAL LEASES, on one or more existing, qualifying small business loans for up to six months.
“These loans allow borrowers to redirect cash flow from making loan (or capital lease) payments to investing in their businesses, to help sustain the business and retain jobs. Who qualifies?
- Must be an established, for-profit business with evidence of profitability or positive cash flow in at least one of the past two years.
- Must be evidence to show a change in the financial condition such as declining sales, difficulty meeting payroll, paying rent, difficulty making loan payments or perhaps something else. Here are some examples:
- Loss/reduction of customer base
- Increase in cost of doing business
- Loss/reduction of working capital and/or loss/reduction of short term credit facilities
- Inability to restructure existing debts due to credit restrictions
- Loss/reduction of employees (intellectual capital)
- Loss/reduction of major suppliers (major suppliers out of business)
“The best candidates for ARC loans are small businesses that in the past were profitable but are currently struggling, yet have been making loan payments or are just beginning to miss loan payments due to financial hardship.
“ARC loans are interest-free to the borrower, carry a 100 percent guaranty from the SBA to the lender, and require no fees paid to SBA. Loan proceeds are provided over a six-month period and repayment of the ARC loan principal is deferred for 12 months after the last disbursement of the proceeds. Repayment can extend up to five years.
“You CANNOT beat this deal if you qualify!”
For more information:
Frequently asked questions
SBA ARC Loan Program
Our friends at Innovative Software just released their second quarter newsletter. Here’s a link to a great and detailed post on using My Assistant with AR. Many customers are using it to save time and resources:
“You’re using Sage Timberline Office to produce and reconcile AR invoices. A great start, but are you doing everything you can to maintain a firm cash position? Click the link below to learn more about how MyAssistant can enhance your receivables process. For example, learn how to ensure all costs and change orders get billed, customers have what they need to promptly pay your invoices, and you don’t don’t lose your lien rights.”
Use MyAssistant to Improve your Receivables Process
If you would like assistance with using My Assistant, please contact CIS Consulting Group at 888-865-9425. You’re also welcome to email me directly at towner.blackstock@cisinfo.com. I always enjoy hearing from you!
