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April 2011News and Information for Users of Sage Timberline Office Software

Use Sage Timberline Office to Better Manage Your Credit Card and EFT Payments ........................1

Desktop: One Stop ................................2

The “Employee vs. Independent Contractor” Challenge .................3

Getting Started with Field Reports .......4

TUG Member Discount at Sage Summit 2011 .......................4

Integrate Cash Management with Accounts Receivable to Receive Huge Benefits .................5

From the TUG Talk Bulletin Board: Users to Users ..............................6

To: The Estimating Guru ........................7

Forecast for Great Financial Statements with a Chance of Awesome! .........8

Copy Address Book? .............................9

How to Enlarge Text in Takeoff Window within Estimating ..........10

Many construction and real-estate companies like yours have turned to credit cards as an easy and

convenient way to pay for purchases, but have found reconciliation of credit-card receipts and credit-card statements cumbersome. As mentioned in last month’s TUG Pulse, one of the new enhancements in the next release of Sage Timberline Office (coming in Fall 2011) will enable you to more easily manage your credit-card payments and reconcile your credit-card statements. As part of Sage Timberline Office 9.8, a new feature of Accounts Payable will allow you to designate Accounts Payable vendors as credit-card vendors and designate one or more credit cards per vendor. For one-time or recurring credit-card charges, you will be able to manage multiple corporate cards issued to different employees in your company or reimburse use of personal credit cards for company purchases. Once a charge has been made, credit-card receipts can be entered and coded to a job or project so you can ensure that your job costing is accurate. Or, you can distribute the receipts to equipment or Property Management chargebacks. The credit-card purchases would then appear in a subsequent list of paid invoices and posted to your general ledger, as well as available to report on and perform inquiries.

Instead of manually reconciling and coding your credit-card statement when received, charges

on the statement can be validated against entered charges in Sage Timberline Office using the coding already in the system. After your credit-card statements have been validated, you will then be able to create an AP invoice, allowing the credit-card vendor to be paid. By making

reconciliation of credit-card purchases less cumbersome, the convenience of using credit cards in your business can be fully realized.

In addition to managing credit-card payments, Sage Timberline Office 9.8 will afford you the ability to pay existing invoices via credit card and record payments made using Electronic Funds Transfer (EFT). This eliminates the need to create a dummy check to record a transaction as an EFT payment.

Look for more information about Sage Timberline Office 9.8 coming over the summer and opportunities to get a sneak peek at the newest enhancements that will help your business be more efficient and productive!

Use Sage Timberline Office to BetterManage Your Credit Card and EFT Payments

REGISTER TODAY!

April 26-29, 2011Gaylord Texan Resort & Convention Center

Grapevine, Texas

2011 TUG NationalConference & Workshops

TUGweb.com

by: Jeff AdamsDirector of Product Management, Sage Timberline Office

April 2011 News and Information for Users of Sage Timberline Office Software

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the TUG PulsePublished by the

Timberline Users Group, Inc.and sent to all members.

Board of DirectorsNatalie Allen, President

Matt Weaver, Vice PresidentJon Banse, Secretary

Sharon Hessong, TreasurerDenney Benedict

Scott BishopJulie BrownTim Cooke

Barbara MorseRobin PetersonMike Suhovecky

Lenni Witt

Publications CommitteeBrent CatoJulie BrownDavid Brown

Sharon HessongMaeva Mayes

Liz Perez-LavinVal Steffen

Eire StewartShanna Torges

Timberline Users Group3525 Piedmont Road

Building Five, Suite 300Atlanta, GA 30305

e-mail: [email protected]: 404.760.8171Fax: 404.240.0998

Toll Free: 866.846.0999

[email protected]

Web Sitewww.TUGweb.com

configuration. Desktop allows you to set a default configuration, but also allows you to have multiple Desktop configurations so that you can easily change from one configuration to another. As an example, you could have an A/P workflow configuration, an A/R

workflow configuration and a G/L workflow configuration, customized just for your accounting department at your finger tips.

Sage Timberline Office gives you so many report and inquiry options that you

don’t know or can’t remember which ones best meet your company’s needs or which ones are used often. With Desktop, your company can be more consistent with these commonly used reports in your Desktop configurations or a company Desktop configuration that includes all frequently used reports and inquiries.

Desktop can be a company tool for new hires to get them familiar with the workflow of your company. A company could also have a library of Desktop configurations for each position in the company. This configuration can be copied on to each employee’s workstation for starters and then customized to make each employee more efficient in their daily duties.

Get started with Desktop today and see how it can help your business be more consistent and efficient. Making Desktop functional will eliminate the need to close off the screen to start different applications. You’ll wonder what you did without it and you’ll get where you want simply and quickly.

Have you discovered Desktop yet? If you have, I’m sure you love it. If you haven’t, why not? As far back as the 9.1 version

of Sage Timberline Office, Desktop has been an application that is part of your software. Desktop maximizes your license usage.

With Desktop you can access different application tasks and reports. From one convenient location, you can easily launch tasks (without having to open the associated application), reports (canned, designed or crystal), inquiries, third-party applications, files and even web pages.

To access Desktop: Go to Start >Programs > Sage > Sage Desktop

Desktop is a customizable workspace where you can choose which applications, tasks and or web pages to display within each Desktop configuration. You can quickly create your own personalized homepages from which you can easily launch your most-used frequent tasks and favorite applications. This can make you more efficient in your daily tasks and workflow. Keep in mind that Desktop is customized for each workstation/operator and that the changes you make on your individual workstation should not affect the Desktop configuration of another Timberline operator.

Timberline provides several samples that can be used as templates for your own

by: Natalie AllenR & O Construction

Desktop: One Stop


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THE COMMON LAW FACTORS CONSIDERED ON IRS EXAMINATIONCategory One: Behavioral Control

• Instructions – The more detailed the instructions are that the worker is required to follow, the more behavior l control the business exercises over the worker. Absence of detail in instructions reflects less behavioral control.• Training – Periodic or ongoing training provided by a business about procedures to be followed and methods to be used indicates that the business wants the services performed in a particular manner, which is strong evidence of an employer/ employee relationship.• Evaluation Systems – If the evaluation system measures compliance with performance standards concerning the details of how the work is to be performed, the system and its enforcement are evidence of control over the worker’s behavior. Conversely, a system focusing only on the end result is evidence of worker autonomy.• Business Identification Requirements – A neutralizing factor is if the nature of the worker’s occupation is such that the worker must be identifying with the business to meet customers’ concerns regarding security, wearing a uniform or placing the business’s name on vehicles.

Category Two: Financial Control

• Significant Investment – A significant investment made by an independent contractor into their business is evidence that an independent contractor relationship may exist. There are no

precise dollar limits that must be met to have a significant investment. However, the investment must have substance.• Unreimbursed Business Expenses – Both employees and independent contractors may incur either reimbursed or unreimbursed expenses. Independent contractors are more likely to have large amounts of unreimbursed expenses.• Services Available to the Relevant Market – An independent contractor is generally free to seek out business opportunities and his economic prosperity often depends on doing so successfully. As a result, independent contractors often advertise, maintain a visible business location and are available to work for the relevant market.• Method of Payment – A worker who is compensated hourly, daily, weekly or on a similar basis is guaranteed a return for labor. This is generally evidence of an employer/employee relationship, even when the wage or salary is accompanied by a commission. In contrast, performance for a flat fee is generally evidence of an independent contractor relationship, especially if the worker incurs the expenses of performing the services.• Opportunity for Profit/Loss – If the worker is making decisions regarding the types and quantities of inventories to acquire, the type and amount of monetary or capital investment, and whether to purchase or lease premises or equipment, which affect his bottom line, the worker likely has the ability to realize a profit or loss.

Category Three: Relationship ofthe Parties

• Intent of the Parties/Written Contract – A written agreement describing the

worker as an independent contractor shows the parties’ intent that the worker is an independent contractor. Note that a contractual designation alone does not determine worker status. The facts and circumstances under which the worker performs the services are determinative.• Employee Benefit – Evidence of employee status would include payment of benefits, such as paid vacation days, sick leave, health insurance, life or disability insurance, or a pension. The evidence is strongest if the worker participates in a tax-qualified retirement plan, IRC Section 403(b) annuity or cafeteria plan, which can only be provided to employees.• Discharge/Termination – The presence or absence of limits on a worker’s ability to terminate the relationship by themselves no longer constitutes useful evidence in determining worker status. However, a business’s ability to refuse payment for unsatisfactory work continues to be characteristic of an independent contractor relationship.• Permanency of Relationship – If a business engages a worker with the expectation that the relationship will continue indefinitely, rather than for a specific project or period, this is generally considered evidence of their intent to create an employment relationship. However, a long-term relationship may exist between a business and either an independent contractor or employee. As a result, a relationship that is long-term, but not indefinite, is a neutral fact.• Regular Business Activity – If the services performed by the worker are a key aspect of the regular business of the company, this is an indication of employee status.

Part 4: This is the fourth of a series of articles on independent contractors

The “Employee vs. Independent Contractor” ChallengeCo-authored by: Tim Cummins, Fred Geber, and Christopher Lee

Aronson & Company, Rockville, MD


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Getting Started with Field Reportsby: Matt Weaver, MCP

Meyer Najem Construction, LLC

If you are looking for a solution to extend the reach of Sage Timberline Office (STO) to your field workers, Field Reports (added

to Project Management in STO version 9.5) offers a highly customizable interface that provides functionality to record events and provides an overview of the day’s activities and conditions. With Field Reports, you can easily track job site weather and conditions, employee labor, equipment and material usage, progress of activities, events that can impact a job (accidents or safety violations), activities of visitors at the job site, activities of subcontractors, tool or supply security, and work order and change order activity. You must have Job Cost installed to use Field Reports.

Each tab in the Field Reports window can be customized. You can configure any of the tabs to show/hide and configure the columns on each tab to show/hide. Columns can also be customized to include only the data you want to enter. Each tab also includes four user defined columns (text, date, checkbox and number fields) and a notes section.

With all the options and customizations available in Field Reports it may seem overwhelming getting started. I suggest starting out by replicating your current process for field reports. You can hide any of the tabs and columns that aren’t initially required and edit the drop down lists. Have

users enter data and use the included Field Report reports to present the data. The included Field Reports are in Crystal Reports so you can easily modify to meet your needs. After users get comfortable using the Field Reports you can start to test and release other features associated with Field Reports. The help section of Field Reports in STO, the Sage Knowledgebase and your business partner are excellent resources for finding more information on using Field Reports. Good luck!

Take Advantage of Your TUGMember Discount at Sage Summit 2011

Make your plans today to join your colleagues and Sage in Washington, D.C., this summer for Sage Summit

2011, July 12-15. As a TUG member, you will receive $100 off your registration fees!*

This year, Sage Summit will connect Sage Timberline Office customers, Sage business partner and consultants, and Sage employees such that you can learn from a diverse community of peers, Sage product experts and industry thought leaders.

Reasons to attend:

• Trends,insightandguidancefrom thought leaders in the construction and real estate industry, like Ken Simonsen, chief economist for the Associated General Contractors of America.• BringyourquestionstotheSage Customer Support Center where you can get in-person and hands-on help from our customer support team.

• HearabouthowSageisplanningto help your business even more by enhancing Sage Timberline Office and its other products over the next few years.• Learnhowyoucanextendyourcurrent software with complementary solutions and services like mobile device capability, electronic payroll tax filing and electronic payment processing.• MeetthepeoplewhobuildSage Timberline Office and help shape its future direction in ways that will help your business.

Register today to take advantage of early-bird registration pricing, as well as to ensure your spot in hands-on training labs and popular sessions that typically book to full capacity.

*To receive your TUG member price, use promotion code CRETUG when you register online at SageSummit.com. And if you attend both the 2011 TUG National Users

Conference & Workshops and Sage Summit, you’ll be eligible for a special discount. Use promotion code CRECONF when you register online at SageSummit.com. This discount cannot be combined with any other promotional discounts or offers for Sage Summit 2011 registration.


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Cash Management (CM) can be used without Accounts Receivable (AR), right? And the same is true in reverse, right?

And what about Contracts? Why integrate CM, AR and CN? The answer: the transition to a fully automated system using both the CM and AR modules is fairly simple, it eliminates some duplication of effort and the benefits are HUGE. I am going to walk you through the process that we went through.

Assuming that you don’t currently have the interface between CM and General Ledger turned on, step one in the process is to pick a date on which you can both reconcile your bank account(s) and you can make sure your GL balance and your bank balance agree before you move forward with processing transactions in the new way. This can be tricky, as you will have to go into CM bank setup and set bank account balances, as well as create a transaction in CM before you turn on the interface to correct the Register Balance. We used the support of our Timberline consultant to work through this process. It did not take long and was well worth the effort. Once you turn on the GL interface, any checks will start posting transactions to the GL. From this point forward, all Cash transactions must be recorded through either a module interface or the [Edit Register] task. Doing this will give you the ability to reconcile bank accounts to the GL in the CM module through the [Reconcile] task. At this point we were still using Job Cost to record billings and receipts, but all other deposits required a two-step process, entering both in CM and JC. For example, in order to record a recycling payment or a refund from a vendor, it required entry in both modules. CM does not

record transactions directly to a Job. Instead, you record the deposit in [Edit Register] to a GL Suspense account and then go into JC [Enter Direct Costs] task and record it to the Job, offsetting the GL Suspense account used in above. If you only record the transaction using JC, then the automated bank account reconciliation process will not work because, although the transaction would be in GL and JC, it would not be reflected in the CM Register Balance.

Using CM provided us many benefits. We could now see where we were at with our cash balances in real time, not just at the end of the month when journal entries were recorded or from a manually maintained spreadsheet. As terrific as integrating CM was, there was still functionality that was missing. We could not easily look up deposit history; we could only post refunds with the two step process described above and it was difficult to track our contract amounts. In addition, we wanted to more easily forecast our cash balances and we still felt that it was taking too much staff time at the end of the month to reconcile bank accounts. There was still a lot of manual entry involved. The solution was to implement the Contracts and Accounts Receivable modules. This proved to be the easy part of transitioning to a fully

automated system. Since we were already using JC to track our billings and receipts, we had to first take all our open receivables and set them up in AR so that we could bring them to their current balances. This task needs to be completed before you turn on the interface to GL.

Once AR is installed, you will no longer have access to the billing and receipt function in JC. The next step is to bring your current

jobs into CN and setup the total contract amount. We did not use all of the functionality of this module, but chose to just record the total amount of each contract and then modify that amount if we

received a change order. By implementing AR, this allowed us to track all deposits into the system, as well as track billings for the contract jobs, intercompany billings and miscellaneous jobs. This also allowed us to post vendor refunds and recycling checks directly to JC, CM and GL without any duplication of effort. The largest benefit of implementing these modules was the ability to forecast cash flow and use STO to generate cash flow reports. Everything flows through the system on a real-time basis. This project required a lot of planning but, in the end and once we were implemented, everyone from the bookkeepers to the CFO benefited.

Integrate Cash Management with Accounts Receivableto Receive Huge Benefits

by: Sheryl SindtNova Group, Inc.


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ACCOUNTS RECEIVABLESusan Houston writes: We received a check paying two different job invoices. The first invoice is paid in full for $1,400. The second amount is a different job number and they are applying a back charge of $340 to that invoice but not paying the invoice. The check amount is $1,060. When applying the check we keep coming up showing a balance on the first invoice because we haven’t received the full $1,400. Are there any suggestions on how to make this work?

Gemma Fulton offers this solution:I would issue a Credit Invoice for the $340 back charge coding it to the correct job. Then, when applying the payment, apply it to the credit invoice first. This will then allow you to apply the full $1,400 to the invoice properly.

ADDRESS BOOKAustin Mayberry writes:I have been reviewing our Address Book, specifically for the estimating subcontractors and vendors. I see a lot of duplicate entries and I do not understand how they were added. It appears that they may have been added automatically by the program since all of the information is identical except for the addition of a number 1 at the end of the name. I am trying to figure out how the system would automatically add a duplicate so that I can minimize it happening. I am fairly certain that duplicates are added when estimators create subs while not attached to the Address Book and then, later, the update information from job cost is run. Has anyone had experience with this problem?

Tom Moore explains creating contacts in Address Book: There are four ways that Company contacts can be created in Address Book:

1) Manually2) Creating a Vendor in AP3) Creating a Customer in AR4) Creating an Sub/Vendor in Estimating

If you do not have a system set up to coordinate your internal processes to re-use the already created Company contacts, it is easy to end up with duplicates. (Example: If you create sub/vendor contacts in estimating, you need to create your AP vendors from within Address Book using the existing Company Contact to avoid creating duplicates.)

GENERAL LEDGEREd Livingston has a problem with his headers shrinking on his Financial Statements. Page 1 is normal, page two small, three, yet smaller, four and above, too small to read. I remember having this problem years ago, but I forget what the fix was.

Kalli Saland says the problem can be resolved by going to [Design], [Design Options] and unselect [Shrink to Fit]. If your report needs to be resized, just adjust the font size.

JOB COSTMelissa Wood has a JC Category issue and she writes:We have a JC category of LO for an overhead burden calculation that is based on a percentage that we put in the job setup and

it calculates on labor dollars. We would like to see these costs get posted to its own cost code instead of the cost code that the employee is working on. Is there a way to tell this category to post to a specific cost code every time instead of following the labor?

Dennis Stejskal replies:This is set in Payroll in the Fringe setup. What you probably will see when you pull up the Overhead fringe is the category field is populated with LO and the Cost Code field is blank. If you want the Overhead to go to a specific Cost Code, enter the cost code on the Fringe Setup screen.

CRYSTAL REPORTSGregg King wants null items to print: Here is the situation. I have a project manager who has asked that the contract change quotation (change request) be altered to allow items with a null value to print. He is

detailing different activities so that they are documented, but certain lines will be no charge. But, when you type a zero into change requests it automatically blanks the field out. I spent some time in CR and while I’m no expert, I found and deleted the section formula that appeared to suppress null values – that didn’t work. I even added an “or” “isnull” expression to the selection criteria. Still nothing. What am I missing?

Bill Ramsey responded: There is a section of the properties for each field (especially if it is a numerical field) that you can tell it to suppress if it is zero. If you right click on the field and click on [Format Field] and then click on the [Number] tab and then click [Customize]. There is a check box (second from the top) that says [Suppress if Zero]. You can also check the formula on that field with the button to the right. This might be the formula that you deleted.

From the TUG Talk Bulletin Board: Users to Users

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Another place to check is on the “Common” tab, make sure that Suppress is not checked. Also check the formula button on the right of that check box (this one happens to be clear over on the right side) and make sure it is not colored red. If it is, then it has a formula in it as well. Another formula that you could have deleted already. But maybe missing some.

David Halper added: In addition, a formula can be written to print text should the field have a null value. For example: if isnull(field) then “No Entry.”

USER TO USER HELP REQUESTDonna Weiner sent: I have 48 companies. The Year End K1 entries to some the companies are cumbersome. I have partners in one that number 245. Is there a way to use a spreadsheet and import

the information rather than creating a journal entry for each? I have to create spreadsheets to allocate the income and loss showing account number and amount of adjustment.

Sharon Hessong replied:You can import transactions into General Ledger under [Tools], [Import Transactions] using a comma-delimited file. The help menu in General Ledger has some great information under “import transactions” and the format of the import file is shown under “record format.” In Excel, you can save a file (with all the correct columns) as a CSV file that is comma-delimited. TUGweb has several GL Journal Entry Import templates available for download in the Resource Library.

Wayne Rowley sent his template to Donna for use in creating journal entries and importing into Timberline. He explained how to do this.

Terry Johnson asked: How do I add Extras to Contracts? An extra has been added to job cost, and I can’t find a way to add it to the contract.

Tom Moore replied: You can specify an Extra for each Contract Item by going into the Contracts module, opening the contract, selecting the Contract Item, then setting the Extra on the “General” tab for that Contract Item.

Note that if the Contract Item is already approved, you will first have to do [Tasks], [Unapprove Contract Items] and un-approve that item before opening the contract, then re-approve it after specifying the Extra.

TO: The Estimating GuruWhat is with the assemblies numbering, assemblies show up out of order and under the wrong group assemblies. What’s going on…is this some kind of conspiracy to drive me nuts?

–Conspiracy Theory

TO: ConspiracyIt doesn’t sound like it would be far to drive; however, I can solve your problem (of course)! The assemblies list is an alphanumeric sort. That means that spaces sort first, symbols sort second, then numbers then letters. In addition, it sorts from left to right and is left justified (which is one of the ways you can usually tell an alphanumeric list as opposed to a numeric list). An alpha list like this will sort:1111222122233 To get this list to sort correctly, you will need to prepend a 0 to the single digit numbers so that you have 01, 02, 03…11, 12… If you are going to have more than a hundred you may need to prepend two 0s in order to get it to sort correctly.

–The Guru

ESTIMATING TIPS & TRICKS


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o Continues

For years, users have been asking for the ability to create statements that featured static months rather than STO’s

floating periods. Balance fields in Financial Statement Designer had to be thought of in future, current and prior tenses in order to accurately design a statement. Used is a FS design, Prior Period 1, as an example, would equal January if the Period Ending date is set to 2/28/11 but would mean April when Period Ending reached 5/31/11. Budget fields behave the same way. As a result, to accurately reflect monthly activity and future budgets in a projection format, a FS design needed to be created 12 times – a separate design for each Period Ending date.

You may not even know they are there, but, in STO release 9.5, Sage added new

“Monthly” fields. To access these fields, open a design and click on [Design], [Insert], [Column]. The Insert Column dialog box will open. Select [Monthly fields]. These Period fields are static, their timing determined by the Fiscal Ending date for the Company or Entity (Prefix A) being used. Period 1 – 12 will provide balances based on where each period falls on your fiscal calendar. If a Monthly field of Period 1 is used in a design, a Prefix A set to a calendar fiscal year end will always populate with January’s balances, regardless of the Prefix’s Period Ending date. If the Period has not occurred yet, the field will not populate. As an example, if used in a FS Design, the Monthly field for Period 4 (in this case, April) would be blank if the Period Ending date for this Prefix was set for Period 3 (3/31/2011).

1 Year Ago fields work the same way. If a Monthly field of 1 Year Ago, Period 1 is used in a design, a Prefix A set to a calendar fiscal year end will always populate with the prior year’s January balances, no matter what the Prefix’s Period Ending date is.

Even better, we now have “Forecast” fields. These are “intelligent” fields that perform a system generated “if, then” statement, pulling either the Balance field or the Budget field by comparing the Period to the Period Ending date. It works like this: if Period 4, Forecast is less than or equal to Period Ending date, then use Balance field; if not, use Budget field.

Assuming a Calendar Fiscal Ending date of 12/31/2011 and a Period Ending date of 2/28/2011, the Forecast fields would populate Balance amounts for Periods 1 and 2, and would pull Budget amounts for

Periods 3-12. When using Forecast fields, you will need to specify which Budget to use, just as you would need to do when pulling Budget fields.

Forecast fields will trigger a default header in Column Options of “Month _” and “Actual/Budget,” however STO knows which months this aligns with within your fiscal year and will automatically generate the correct name of the month on the printed Statement. If the Forecast fields results in a Balance amount

Forecast for Great Financial Statementswith a Chance of Awesome!

by: Eire StewartJP DINAPOLI COMPANIES, Inc.


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being used, “Actual” will print below the month. If a Budget amount is used, STO will automatically print the word “Budget.”

Monthly fields can be used in Expressions in the same way that you would use Balance or Budget fields. Imagine a quarterly statement that could project future

balances. Now you can design it! An Expression could be created for each fiscal quarter using Monthly fields. Period1 + Period2 + Period3 would always return amounts for your first quarter and so on. If you used Forecast fields in these Expressions, the system would automatically pull either the Balance or the Budget information based on your Period Ending

date. When using Expressions to pull this data, you will no longer have a designation of “Actual” or “Budget” on the printed statement.

Just imagine! Now, instead of creating 12 designs in the same format but using

different Periods, by pulling from Monthly fields, you can create one design that automatically pulls Periods based on your Fiscal Ending date. Cloudy skies are gone! The “forecast” ahead is for terrific new Financial Statement designs and the outlook is, indeed, awesome!

and contact information into Accounts Payable or Accounts Receivable then upgrade the Address Book master files. Since the procedures are complex and require the use on non-Sage software, such as ODBC, Microsoft Access or Excel, we encourage you to contact your business partner for assistance. If you’re feeling up to the challenge, here are a few Sage Knowledgebase articles to get you started:

• KB148390–CanIshareanAddressBook across multiple data folders?• KB200402–HowdoIexportcompany information out of Address Book and into Microsoft Access with ODBC?• KB89036–HowcanIimportcompanies into Address Book?• KB91061–HowdoIimportcontactsinto Address Book?

We have had several users ask if you can share the Address Book between data folders. After a little research

on Sage’s Knowledgebase, here’s what we found.

According to KB148390, if you have multiple data folders, each data folder must have its own Address Book file. Address Book saves information with a Globally Unique Identifier (GUID). These GUIDs link Accounts Payable, Accounts Receivable and Project Management information within the data folder. Because of this unique integration, you cannot share Address Book files between data folders.

But, not all hope is lost. While you do not import information directly into Address Book, Timberline does have several Knowledgebase articles to import company

by: Matt Weaver, MCPMeyer Najem Construction, LLC

Copy Address Book?

If you are looking for third-party software to extend Sage’s Address Book, Coast Software (www.coastsoftware.com) has a solution called Address Explorer. Address Explorer provides quick and easy access to the Sage Timberline Office Address Book for information lookup and communication with business partners. Lookups are available by Person, Company, Trade or Job. Select one or more contacts from contact list and send e-mails or merge with MS Word documents based on user-defined templates. Add contacts directly into Address Book or synchronize with Microsoft Outlook Contacts.


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Q and A from Estimating TUG Talk

Question: How do I enlarge the text in the takeoff window?

Answer: When you are taking off items, click in the cell you would like to enlarge, holding down the Ctrl Key + scroll wheel. Enlarging text works in the variable and items panes in both the Item or Assembly takeoff windows.

How to Enlarge Text in Takeoff Window within Estimatingby: Jon K. Banse, CPE LEED® AP

Seedorff Masonry, Inc.

MAY 2011Tuesday 5.3.11 1:00 p.m. ET PJ FORUM & CONFERENCE REVIEW: IMPLEMENTATION & SETUPTuesday 5.10.11 1:00 p.m. ET PJ FORUM & CONFERENCE REVIEW: CORRESPONDENCE TOOLS (TRANSMITTAL, RFI, MEETING MINUTES, CORRESPONDENCE LOG)Thursday 5.12.11 2:00 p.m. ET REAL ESTATE COMMITTEE & FORUMFriday 5.13.11 2:00 p.m. ET PUBLICATIONS COMMITTEE Tuesday 5.17.11 1:00 p.m. ET PJ FORUM & CONFERENCE REVIEW: DOCUMENTATION TOOLS & CUSTOM LOGS (DRAWING LOG, SUBMITTAL LOG, FIELD REPORTS, CUSTOM LOGS)Wednesday 5.18.11 11:30 a.m. ET POWERFUL EXCEL-BASED REPORTING RELEASED WITH SAGE TIMBERLINE OFFICE 9.7 AND BEYOND Tuesday 5.24.11 1:00 p.m. ET PJ FORUM & CONFERENCE REVIEW: COMMITMENTS, CONTRACTS & CHANGE MANAGEMENTWednesday 5.25.11 11:00 a.m. ET ESTIMATING COMMITTEE & FORUMWednesday 5.25.11 3:30 p.m. ET POWERFUL EXCEL-BASED REPORTING RELEASED WITH SAGE TIMBERLINE OFFICE 9.7 AND BEYONDTuesday 5.31.11 1:00 p.m. ET PJ COMMITTEE & OPEN FORUM

To attend an online event, please e-mail attendee(s) name and e-mail address to [email protected]. You will receive an e-mail confirmation along with connection instructions once you are registered. These classes are free of charge and open to members only - one more benefit of belonging to the Timberline Users Group!We are adding more sessions every day. Check the Online Event Calendar at TUGweb.com for an updated list. If you have any suggestions on sessions you wouldlike to see, please e-mail [email protected].

TUG Online WebEx Training and Open Forums

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