Sage Software — Sage Timberline Office

Sage Software - Sage Timberline Office
800-628-6583
www.sagecre.com

From the July 2011 Review Construction and Contractor Accounting Systems

Best Fit:
Sage Timberline Office is designed to meet the needs of mid-sized to large contractors and construction-related businesses.

Well-known in the construction and property management industries, Sage Timberline Office remains a popular software choice for mid-sized to large contractors and construction-related businesses. Offering solid financial modules, along with an extensive array of industry-specific add-ons, Sage Timberline Office is a robust product that continues to enhance its core product with regular product enhancements.

BASIC SYSTEM FUNCTIONS:

Sage Timberline Office utilizes a Desktop function that allows users to access all Timberline features, data files and web links. System modules can be easily accessed from the menu bar at the top of the screen. The Desktop is completely customizable, so users can set up the interface as desired.

Setup wizards are available. Because this product is more complex, users may not feel immediately comfortable with navigation and use. However, utilizing the included wizards and Help functions will go a long way in finding a level of comfort. I would also recommend having a skilled IT professional install the program. Sage Timberline Office integrates with the Sage CRM product and is designed to work with Windows Server 2003+, Windows Vista Business and Ultimate, Windows XP Professional.

CORE ACCOUNTING CAPABILITIES:

The GL module utilizes a user-defined 25-character account number structure, enabling users to create multiple companies and departments for better tracking. A GL setup wizard guides new users through initial setup, including the choice to copy a default chart of accounts or create a custom account structure. Up to 250 user-defined data fields can be utilized for more comprehensive data tracking. Recurring entries can be set up in the GL module, and users can access prior accounting periods to post items accurately. A batch system is used for all system transactions, and users can easily set up real-time and future budgets for each account. The AP module contains “prefill” capability, allowing users to enter default information prior to data entry, with all subsequent fields filled as needed.

The AP module will also track workers compensation insurance, and can easily allocate invoices to the correct cost code or category. Sage Timberline Office’s AR module contains an excellent customer tracking function, and users can easily customize the invoice entry screen. Payments can be easily distributed to a variety of entities including simple cash receipts, job, contract products and cost types. Refunds and adjustments are also easily processed. The Payroll module offers direct deposit capability and tracks all employee activity. Managers can also post employee time directly to a specific job or related equipment.

Sage Timberline Office offers additional accounting modules, which include Cash Management, Billing, Equipment Cost and Contracts. All add-on modules integrate with the core system. All transactions are recorded in order to create a solid audit trail, and user security is multi-level, ranging from the restricted company level, down to task level.

CONSTRUCTION/CONTRACTOR-SPECIFIC FEATURES: