Entries tagged as ‘Sage Timberline Office’
Simplify your day…every day.
Sage Timberline Office version 9.7 includes a wide range of automation, workflow and process improvements to make it easier to get more done in less time. Enhancements include:
- Simplified Installation
- Document Management Rules-based Routing
- Technology Updates
- More Comprehensive Tax Filing Capabilities and Improved Payroll Management
- BIM-Estimating Quantity Takeoff Integration
- Advanced Assembly Databases
- Excel-based Reporting – Office Connector Starter for Sage
To read more about these upcoming enhancements, click here to download the PDF.
IMPORTANT REMINDER! You may recall our post from August 2009, alerting you to a media change from CD to DVD for Sage Timberline Office Accounting and Estimating products in 2010. Well, the time has come! Sage Timberline Office Version 9.7 will be distributed in DVD format only (except Residential Management, Document Management and some peripheral products still distributed on CD). Please discuss any necessary changes with your IT professional so you can avoid suprises when you are ready to upgrade.
We’ll announce details about the release date when more information is available. At that time, contact our IT Group for any direction or assistance with your upgrade at 888-865-9425.
Categories: Sage Timberline Office · Software News
Tagged: updates, Sage Timberline Office, Software, timberline
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
What versions of Sage Timberline Office will Sage support send updates for?
Sage Support will email all current Sage Timberline Office clients on support an email alert around the second week of December which will have a link to download the Year End software changes to the following versions of STO:
- CD Version 9.41
- CD Version 9.50 Rev 1
- CD Version 9.60 Rev 1
What is the difference between the “Year End Software Update” and the “Payroll Tax File Update”
- The Year End Software Update (Year End Update) is a downloadable software package that you will run at the server and all of your workstations (see installing the Year End Update later in this FAQ). This update will prepare your system primarily for printing government forums.
- The Payroll Tax File Update (Download Taxes in PR) is a downloadable tax table for the federal government and the 50 states for the PR year of 2010. This is typically only done once from one workstation.
Do I need to install the Year End Software Update?
Read the release notes that accompany the alert for the specific changes in the Year End update to see if you are impacted by any of them. If you use STO to generate government forms (i.e. W2′s & 1099′s) and any of the listed forms on the update are changed, you will want to apply the update.
When should you download the Payroll Tax File Update?
You should download the 2010 tax update after you are done processing 2009 Payroll and have closed the 2009 year in Payroll, but before you process your first payroll of 2010. This task is done inside the Payroll application under Tools -> Download Taxes or under Sage Desktop under Payroll -> Tools -> Download Taxes. This typically only needs to be done one time from a workstation.
When will Sage send the Year End Software update?
Sage support will send the Year End Software update to all clients who are currently on support. This will be in the form of an email alert which will probably be sent anytime in the time frame of December 1st to December 15th. The update inself will be a link in the email to download from the Internet.
When should I install the Year End Software Update?
Before you print tax forms that are due before January 31st. Typically, these are the Payroll W2 forms and the Accounts Payable 1099 forms. You can do your year end processing on your current software, but make sure you load the update before printing this forms in January.
How do I load the Year End Software Update?
Specific instructions will be included in the email alert from Sage.
In general, the steps would be:
- Backup all of your Sage software and data
- Install the update at the server
- Upgrade your data files at the server
- Install the update on all your workstations
Do I need to install the Year End Software Update before I close the year?
No. You should be able to close the year in the current version of the software you are using.
Do I need to install the the Year End update before I move transactions to history?
No. You can move transactions to history at any time.
Categories: Sage Timberline Office
Tagged: updates, Sage Timberline Office, Tips, Software
Lara Libbey
Towner Blackstock
Rod Hatley
Chuck Elyea
Kyle Smith