Entries tagged as ‘Reporting’

Automating Receivables with My Assistant

June 11, 2009 · Leave a Comment

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!

Categories: Products
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One Click Reporting in Sage Timberline Office

May 15, 2009 · Leave a Comment

Sage Timberline Macros may quickly become your new best friends. What exactly is a macro? Simply put, a macro is a series of recorded steps or tasks that you can save and perform on demand.

Macros are a great way to streamline your mundane, repetitive processes. Take printing monthly reports for example. Don’t you print the same reports each month? Why not record those steps and have a macro do the work for you. It’s easy once you understand the basics.

Take a look at this short instructional video to learn how.

Leave a comment and tell us what you think. If you already use macros, feel free to share with others how you’re using them to streamline your tasks.

Categories: Tips & Tricks
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