What's New - CPA Technology

New Product Release Planned for 2010 - Sage Timberline Enterprise

Are your business needs complex, yet you require a single-source solution that is easy to install, implement and maintain?

An industry leader with over 35 years in construction, Sage introduces their newest, innovative robust business management solution developed especially for mid-sized contractors needing a single-source solution to streamline complex processes through all departments of their business and increase productivity company-wide.

Built on a high performance and secure Microsoft SQL platform, Sage Timberline Enterprise integrates your accounting, operations, estimating and service management processes, so you can maximize your company’s productivity and have greater visibility into your business. With Sage Timberline Enterprise, dispatchers can check inventory and order parts from their dispatch board. Project managers can see responses to RFIs, transmittals and submittals. Accounting staff can set up jobs simply by selecting from a list of estimates.

Features:
- Robust API functionality for heightened adaptability
- Industry-leading Estimating solutions helping to improve the estimating process for more accurate and profitable estimates and bids
- Intuitive and easy-to-use Workspaces that provide interactive inquiries
- Full integration between Purchasing, Inventory, Service Management, and accounting applications eliminating the need to enter information more than once
- An optional Service Management application centering around a new state-of-the-art Dispatch Board
- An open design providing integration with a variety of third-party applications (remote/mobile solutions, alert & notifications software, MICR check printing software and more!) [read more...]

For assistance with the installation of your Sage software upgrades, give CPA Technology a call today at (610) 862-1998.

Sage Timberline Office - 9.7b Release - Summer 2010

IMPORTANT!Sage Timberline Office 9.7b Summer 2010 Release Information [DOWNLOAD PDF]

Greater flexibility with new and enhanced tools that make it • even easier to route and manage documents.

Tighter integration between work processes so it’s easier • to share and access important project and company related information as well as jumpstart new and change order estimates.

Enhanced productivity with resized windows that allow you to • find, view and, access the information you need faster than ever.

9.7b Enhancements

Improved integration between Project Management and Document Management – The ability to send and archive Attachments* directly to DM’sDocuVault now exists. In addition to ensuring documents are safe and secure, queries can also be initiated from the attachment window with the ability to get the original document or retrieve the DocuVault version.

Change Order Requests
RFIs
Submittals
Meeting Minutes

Commitments
Custom Logs
Drawing Logs

Enhanced Document Management Rules-based Routing (RBR) Feature – Overall, we continue to make improvements to Document Management to improve stability and to make it easier to install and configure. However, with the next release, RBR will include the ability to setup advanced criteria (date, document type . . .)That will be used to automatically select a routing list for particular document types. If the criteria results in one list, the routing is auto-selected. If the criteria used produces more than one list, a “filtered” list will be available for selection.

The Document Management and Accounts Payable (AP) interface has been simplified. Now when you use the interface, you no longer use an AP license.

New UI and Improved Usability – A number of window sizes (AP/Job Cost/Payroll) have been optimized for easier data entry, viewing and usability. Depending upon specific display resolution such as 800 x 600, there will be no change. However, for higher resolution displays (1024 x 768), there will be a noticeable improvement on a number of windows* with additional columns and/or rows visible.

Enter, Change and Pending Invoices
Commitment Item List
Payment Selection
Enter Commitments
Enter Time

Project Management Change Order/Change Request (CO/CR) Workflow Improvement – We have learned that customers are more likely to look up or edit an existing CO or CR vs. creating new records. Therefore, the workflow has been refined by first offering the selection of a desired document (CO/CR) and then the option to “find” or “create” a new record streamlining the process.

Job Cost Import Estimate Improvements – Within Job Cost and Import Estimate, a “Import as an Approved Estimate Change” check box has been added. Now estimates can be classified/posted as an approved estimate change vs. the only previous option (original estimate). So, the original estimate and change(s) can be coded and tracked separately if needed.

ePlan Integrator – Tighter integration between Estimating and OnCenter’s OnScreen Takeoff (OST) has been added. Users can now map OST database conditions to Estimating items and assemblies, a process simplified by the fact that the condition name is consistent with the assembly and item description. In addition, new estimates as well as updates can also be automatically generated directly from the OST product.

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Sage MAS 90/200 v4.4 Released

Why should your upgrade your current version of MAS? [DOWNLOAD PDF]

From Core Financials to Manufacturing and Distribution, there is something for everyone in 4.4. Customers will be able to work even more efficiently the way they want to, with additional features and enhancements focused on workflow and business process -- especially in the Inventory Management, Purchase Order, Bill of Materials, and Bar Code areas of their system.

View the free Anytime Learning course from Sage University to view what's new in version 4.4! [Register]

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Sage Master Builder Version 15 Enhancement Releasing in Late March 2010!
[DOWNLOAD PDF]

Sage Master Builder Version 15 Released

The easier information is to enter and find, the more efficiently your team can respond to the unique demands of your business. With Sage Master Builder Version 15, several features within Payroll and Accounts Payable have been redesigned providing you with:

• Increased simplicity with streamlined workflows.
• Enhanced productivity through advanced integration and automation.
• Improved usability with a more logical and easy-to-navigate user interface.

With changes like these, you’ll find yourself working smarter, faster, and more accurately.

- More comprehensive tax filing capabilities and improved payroll management
- Easier payroll records management
- Simplified, more logical workflow
- Enhanced Accounts Payable productivity and automation
- Many more additional enhancements for greater efficiency

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New Comprehensive and Industry-Specific Databases Help You Make the Most of Timberline Estimating

[DOWNLOAD BROCHURE]

All too often, users of Timberline Estimating decide to make the investment in Estimating - but choose to tackle the task of building a database on their own. Unfortunately, many times these decisions may result in the Estimating product being underutilized.

Have you ever felt your Estimating processes could be improved or your company is missing opportunities to bid more work? If so, here’s some good news!

Sage Construction and Real Estate is proud to make available a new suite of databases. Databases offered are:

Advanced Assembly Composite Database
Advanced Assembly Concrete/Masonry Database
Advanced Assembly Commercial Database
Advanced Assembly Residential Database
Advanced Assembly Site Work Database
Advanced Assembly Starter Database

Developed to get your team up and running quickly, these databases are a welcome addition to the current database offerings.

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MyAssistant 4.0: Put MyAssistant to work for you!

[DOWNLOAD BROCHURE]

The newly enhanced version of MyAssistant for Sage Timberline Office has been recently released featuring new enhancements that will greatly increase your ability to identify things requiring attention, communicate and help you address the things which are needed to grow your business.

        Completely integrated with Sage Timberline Office, MyAssistant allows you to:

·         Automatically run and send Crystal Reports
·         Customize the content and format of e-mail messages from e-mail templates
·         Automatically distribute any type of document
·         Use Smart Tags in Microsoft Office 2007
·         Create new MyAssistant Tasks with a Copy Task option
·         Monitor the contents of your Sage Timberline Office Custom Fields
·         Use the Timberline Office Address Book to address notification e-mails
·         Include the result of formulas or calculations in notifications
·         Incorporate Totals in notification e-mail messages
·         Export a list of Notifications or Tasks to Microsoft Excel
·         Browse Timberline Office data when defining conditions
·         Work with the Timberline Office database using “friendly” record names
·         Use Move Up / Move Down to reorder notification list columns
·         Access more information with deeper Timberline Office database integration
·         Increase peace of mind with MyAssistant Scheduler given added redundancy
·         Learn about new features using the new MyAssistant User Guide
·         Use the 20 new conditions to gain even more control of your business

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