What's New - CPA Technology

Sage Timberline Office - 9.6 Release

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

* v9.4 Users: If you have not yet upgraded to version 9.5 and are planning to move to 9.6, please keep in mind it is NOT necessary to first upgrade to 9.5. In fact, it’s an extra step that can be by-passed altogether.

For assistance with the installation of your v9.6 upgrade, give CPA Technology a call today!

	[DOWNLOAD SYSTEM REQUIREMENTS]
64-Bit Compatibility - As of March, 2009, the following Sage and third-party software were not supported on 64-bit operating systems. ASG DocuVault Primavera Project Planner (P3) 3.1 and earlier Sage Master Builder v13.3 and earlier Sage Timberline Office - Document Management 9.6 and earlier Sage Timberline Office - Residential Management 9.6 and earlier
Windows Server 2008 - As of March, 2009, the following Sage and third-party software were not supported on Windows Server 2008. ASG DocuVault GTCO TabletWorks 10.06 driver Primavera Project Planner (P3) 3.0 SafeNet Sentinel RMS License Manager 8.1.0 SafeNet Sentinel SuperPro hardware key (dongle) Sage Master Builder v13.3 and earlier Sage Timberline Office - Estimating Cut & Fill 5.22.0 Sage Timberline Office - Estimating Explorer
Windows 2000 No Longer Supported Beginning with the 9.6 release, Sage Timberline Office no longer supports Microsoft Windows 2000 Advanced Server, Windows 2000 Server, and Windows 2000 Professional. Sage Timberline Office 9.6 will not install on these operating systems.
9.6 Enhancements
New Fields for G/L Reports and Financial Statements: The Activity Balance and Debit Activity for both accrual and cash for the previous 11 years are now available fields for reports and financial statements. With the information available from these additional years, you will have better reporting for financial analysis and a better picture of where your business stands. Move General Ledger Transactions from New to New: You can now move unposted transactions from one new file to another new file in addition to moving transactions from current to current, current to history, and history to history. New Estimating Features and Integration with Project Management: Estimating now supports multiple currencies, allows you to upgrade individual Estimating files on the fly, contains a new copy assembly feature, and saves dimensions when copying assemblies. The estimate spreadsheet now includes a material vendor column and automatically displays totals in the status bar. In addition, you can import estimates into Project Management change requests and you can create Project Management RFIs in Estimating. Project Management Wizard to Move Jobs: You can now move Project Management jobs to an archive folder or move archived Project Management jobs to a current folder. By using this feature, you can improve your processing time for current data while keeping archived data for review and reporting needs. The Move Jobs feature is also securable through the Security Administration tool. Address Book Integration with SageCRM: You can now integrate Address Book with SageCRM. Pervasive.SQL V9 Beginning with Sage Timberline Office 9.5, Sage Timberline Office uses the Pervasive.SQL V9 database engine. Recommended Minimum Random Access Memory (RAM) Sage recommends a minimum of 2 gigabytes (GB) of RAM for the server that hosts Sage Timberline Office. Allow CPA Technology to perform a network evaluation for a more accurate and comprehensive recommendation.

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

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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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