Course Descriptions
Construction Setup Decisions for "New to TL" Users: Controllers/Assistant Controllers/CFO's
This setup class helps you address important business decisions that affect your system setup. We will be reviewing all the options that are available when a system is implemented. Learn what the choices were when your system was original designed. Learn how you can modify those choices. You'll have lab time and planning discussions to work through setup issues with instructors and other users who face similar challenges. This class covers the Sage Timberline Office General Ledger, Job Cost, Accounts Payable, Payroll applications. Also available via Webex - please call x 104 to schedule
Day(s): 1
[Top]
Construction Workflow
The classes are designed for accounting managers, operators, and anyone who needs to understand routine processing tasks in the Sage Timberline Job Cost, Accounts Payable, General Ledger/Cash Management and Payroll applications. With an emphasis on processing, only repetitive setup tasks (such as employee, vendor, job and account setup) and those that impact ongoing workflow are covered. Plenty of lab time is included to work through typical processing issues while an instructor is available to assist and answer questions. These classes are a great way to train new-hires or cross train staff involved in daily operations.
Day(s): 4
[Top]
Construction Revenue
This course provides training for implementing and using the Sage Timberline Accounts Receivable, Contracts and Billing applications. Focusing on setup and workflow, you'll apply and test what you've learned through actual hands-on activities. Recommended attendees are accounting managers or implementation coordinators who are authorized to make setup decisions for your company as well as people responsible for daily operations.
Day(s): 3
[Top]
Project Management Setup & Workflow
This course covers the setup and workflow of Sage Timberline Project Management, as well as how to release a job to accounting. Gain solid skills to set up a job; create submittals, RFIs and transmittals; enter and issue contracts, change orders, commitments and commitment change orders. Plus, learn how you can use inquiries and reports to track jobs and fully manage contract control in Project Management. See how these tools put job costs, contracts and project updates at your fingertips. Comprehensive workbooks are provided for future reference.
Day(s): 3
Day 1: Desktop, Reports, Inquiries, Job Setup, Address Book and Documents
Day 2: Documents (continued), Logs, Enter Estimates, Commitments, Misc Worksheets & Job Central
Day 3: Change Management - Contracts, Change Requests (PCO), Change Orders, Commitment COs, Billing
[Top]
Estimating Fundamentals & Database Fundamentals
This two-day class covers takeoff, the creation of an estimate, modification of estimates and reporting; database structure and customization, as well as creating items, item tables and formulas used with Sage Timberline Smart Assemblies. For Estimating Standard and Extended users. From database to spreadsheets, takeoff to reports. Includes Smart Assemblies, Item Tables and more. Attend one or two days Day 1: Estimating Fundamentals
Day 2: Database Fundamentals (Note: Class start time: 8:00 AM)
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Estimating Extended
A course developed to discuss features found exclusively in Estimating Extended. A prerequisite for this class is our Estimating Fundamentals class, which covers the essential foundation of the software. After attending this course, you will be able to: create resources and crews, create labor and equipment rate tables, set up WBS codes and associated value libraries, and build intelligent assemblies. A comprehensive workbook and training database with estimates are provided for future reference. (Note: Class start time: 8:00 AM)
[Top]
Property Management Workflow
These classes are designed for accounting managers, operators, and anyone who needs to understand routine workflow of AP, GL and PM for daily and monthly real estate accounting processing tasks. It is intended for an individual who wants to gain conceptual understanding and hands-on training of the processing requirements. With an emphasis on processing, only repetitive setup tasks (such as lease, vendor, and account) and those that impact ongoing workflow are covered.
Day 1: Covers GL & CM workflow processing with an emphasis on PM related issues.
Day 2: With an emphasis on typical daily and monthly processing tasks, this is a class designed for Lease Administrators or others who will be performing ongoing workflow responsibilities. Lease management, generating rents, entering and posting cash receipts, calculating management fees, and billing percentage rent are included in this class which focuses on intensive PM processing requirements.
Day 3 comes full circle with AP workflow processing.
[Top]
Advanced Report Designer and ODBC
In this course you will learn how to create and customize reports using the flexible features of the software. You will also be instructed on interfaces. The class also includes instruction on ODBC and discussion of important issues related to ODBC.
Day(s): 1
[Top]
Beginning Designer
Sage Timberline's "Designer" applications are the power behind your software enabling you to access the information you need for effective decision-making. This beginner's class teaches you how to use these powerful tools. Using a combination of lecture and hands-on activities, you'll learn design basics for the Report Designer. The Sage Timberline Report Designer begins with a discussion of Timberline architecture and report planning. You'll learn how to design your own reports and modify reports included with your software.
Day(s): 1
[Top]
Crystal Report Designer
This beginner's class teaches you how to use these powerful tools. Using a combination of lecture and hands-on activities, you'll learn design basics for the Sage Timberline Crystal Report Designer. The Crystal Designer begins with a discussion of Timberline architecture and report planning. You'll learn how to design and modify reports included with your software. You'll cover the planning and designing, data relationships, sorting and grouping, formulas, and formatting fields and sections. Along with dropping in your company logo.
Day(s): 1
[Top]
Financial Statement Designer/Inquiry Designer
In this course you will learn how to custom design and modify financial statements that came intact with your Sage Timberline General Ledger. You'll cover the design window, statement groups, entity comparisons, and learn how to use prefix groups to print statements for multiple layers of consolidation. The course will cover financial reports for internal and external uses. The second half of the day will cover using and modifying Inquiries, and using the Inquiry Designer tool.
Day(s): 1
[Top]
Equipment Cost
Designed for users who are setting up the Sage Timberline Equipment Cost module, this class follows a comprehensive workbook and focuses on critical setup considerations. You'll learn how to set up the Sage Timberline Equipment Cost interfaces with Sage Timberline Accounts Payable and Sage Timberline Payroll, including automatic rate and Sage Timberline General Ledger account retrieval. You'll also overview some cost and revenue reports.
Day(s): 1
[Top]
Purchasing and Inventory
This class provides an overview of Sage Timberline Purchasing and Inventory basics, as well as site, data folder and item database setup. We'll also discuss purchase order and change order entry, receipt and invoice entries, and purchasing tools. And we'll take a closer look at the stock and physical inventory tasks and the inventory tools included with the Inventory module.
Day(s): 1
[Top]
Service Management
This course will guide you thru the setup of the Sage Timberline Service Management applications. You will learn to enter work orders, track work orders using the dispatch board track invoices, complete purchasing, inventory, maintenance and paging. You will also discuss keeping employee and customer records, daily processing, customer agreements, and how to interface with other applications. The service management course also includes workflow and a guide through workflow tasks. This course is excellent for beginners and new employees using Timberline’s service management software.
Day(s): 1
[Top]
Savvy User Tips & Tricks
Designed by one of our top Certified Consultant’s, Kim Shoemaker, this class will show you some of the Tips and Tricks of getting the most out of your Sage Timberline Office software. Topics include GL, JC, AP PR and Data Management.
Day(s):1
[Top]
Year-End
Designed for Sage Timberline Accounting clients responsible for Year-End reporting and closing procedures, this class walks you through closing procedures for Sage Timberline Accounts Payable, General Ledger, Job Cost, and Payroll. Designated session also covers Property Management closing procedures. This is a great way to get some help preparing for Year-End, to establish proper Year-End procedures and to ensure software efficiencies for your company. Day(s): 1/2 Fee: $25.00 per person in advance, $50.00 per person at the door.
[Top]
Course Descriptions
Construction Setup Decisions for "New to TL" Users: Controllers/Assistant Controllers/CFO's
This setup class helps you address important business decisions that affect your system setup. We will be reviewing all the options that are available when a system is implemented. Learn what the choices were when your system was original designed. Learn how you can modify those choices. You'll have lab time and planning discussions to work through setup issues with instructors and other users who face similar challenges. This class covers the Sage Timberline Office General Ledger, Job Cost, Accounts Payable, Payroll applications. Also available via Webex - please call x 104 to schedule
Day(s): 1
[Top]
Construction Workflow
The classes are designed for accounting managers, operators, and anyone who needs to understand routine processing tasks in the Sage Timberline Job Cost, Accounts Payable, General Ledger/Cash Management and Payroll applications. With an emphasis on processing, only repetitive setup tasks (such as employee, vendor, job and account setup) and those that impact ongoing workflow are covered. Plenty of lab time is included to work through typical processing issues while an instructor is available to assist and answer questions. These classes are a great way to train new-hires or cross train staff involved in daily operations.
Day(s): 4
[Top]
Construction Revenue
This course provides training for implementing and using the Sage Timberline Accounts Receivable, Contracts and Billing applications. Focusing on setup and workflow, you'll apply and test what you've learned through actual hands-on activities. Recommended attendees are accounting managers or implementation coordinators who are authorized to make setup decisions for your company as well as people responsible for daily operations.
Day(s): 3
[Top]
Project Management Setup & Workflow
This course covers the setup and workflow of Sage Timberline Project Management, as well as how to release a job to accounting. Gain solid skills to set up a job; create submittals, RFIs and transmittals; enter and issue contracts, change orders, commitments and commitment change orders. Plus, learn how you can use inquiries and reports to track jobs and fully manage contract control in Project Management. See how these tools put job costs, contracts and project updates at your fingertips. Comprehensive workbooks are provided for future reference.
Day(s): 3
Day 1: Desktop, Reports, Inquiries, Job Setup, Address Book and Documents
Day 2: Documents (continued), Logs, Enter Estimates, Commitments, Misc Worksheets & Job Central
Day 3: Change Management - Contracts, Change Requests (PCO), Change Orders, Commitment COs, Billing
[Top]
Estimating Fundamentals & Database Fundamentals
This two-day class covers takeoff, the creation of an estimate, modification of estimates and reporting; database structure and customization, as well as creating items, item tables and formulas used with Sage Timberline Smart Assemblies. For Estimating Standard and Extended users. From database to spreadsheets, takeoff to reports. Includes Smart Assemblies, Item Tables and more. Attend one or two days Day 1: Estimating Fundamentals
Day 2: Database Fundamentals (Note: Class start time: 8:00 AM)
[Top]
Estimating Extended
A course developed to discuss features found exclusively in Estimating Extended. A prerequisite for this class is our Estimating Fundamentals class, which covers the essential foundation of the software. After attending this course, you will be able to: create resources and crews, create labor and equipment rate tables, set up WBS codes and associated value libraries, and build intelligent assemblies. A comprehensive workbook and training database with estimates are provided for future reference. (Note: Class start time: 8:00 AM)
[Top]
Property Management Workflow
These classes are designed for accounting managers, operators, and anyone who needs to understand routine workflow of AP, GL and PM for daily and monthly real estate accounting processing tasks. It is intended for an individual who wants to gain conceptual understanding and hands-on training of the processing requirements. With an emphasis on processing, only repetitive setup tasks (such as lease, vendor, and account) and those that impact ongoing workflow are covered.
Day 1: Covers GL & CM workflow processing with an emphasis on PM related issues.
Day 2: With an emphasis on typical daily and monthly processing tasks, this is a class designed for Lease Administrators or others who will be performing ongoing workflow responsibilities. Lease management, generating rents, entering and posting cash receipts, calculating management fees, and billing percentage rent are included in this class which focuses on intensive PM processing requirements.
Day 3 comes full circle with AP workflow processing.
[Top]
Advanced Report Designer and ODBC
In this course you will learn how to create and customize reports using the flexible features of the software. You will also be instructed on interfaces. The class also includes instruction on ODBC and discussion of important issues related to ODBC.
Day(s): 1
[Top]
Beginning Designer
Sage Timberline's "Designer" applications are the power behind your software enabling you to access the information you need for effective decision-making. This beginner's class teaches you how to use these powerful tools. Using a combination of lecture and hands-on activities, you'll learn design basics for the Report Designer. The Sage Timberline Report Designer begins with a discussion of Timberline architecture and report planning. You'll learn how to design your own reports and modify reports included with your software.
Day(s): 1
[Top]
Crystal Report Designer
This beginner's class teaches you how to use these powerful tools. Using a combination of lecture and hands-on activities, you'll learn design basics for the Sage Timberline Crystal Report Designer. The Crystal Designer begins with a discussion of Timberline architecture and report planning. You'll learn how to design and modify reports included with your software. You'll cover the planning and designing, data relationships, sorting and grouping, formulas, and formatting fields and sections. Along with dropping in your company logo.
Day(s): 1
[Top]
Financial Statement Designer/Inquiry Designer
In this course you will learn how to custom design and modify financial statements that came intact with your Sage Timberline General Ledger. You'll cover the design window, statement groups, entity comparisons, and learn how to use prefix groups to print statements for multiple layers of consolidation. The course will cover financial reports for internal and external uses. The second half of the day will cover using and modifying Inquiries, and using the Inquiry Designer tool.
Day(s): 1
[Top]
Equipment Cost
Designed for users who are setting up the Sage Timberline Equipment Cost module, this class follows a comprehensive workbook and focuses on critical setup considerations. You'll learn how to set up the Sage Timberline Equipment Cost interfaces with Sage Timberline Accounts Payable and Sage Timberline Payroll, including automatic rate and Sage Timberline General Ledger account retrieval. You'll also overview some cost and revenue reports.
Day(s): 1
[Top]
Purchasing and Inventory
This class provides an overview of Sage Timberline Purchasing and Inventory basics, as well as site, data folder and item database setup. We'll also discuss purchase order and change order entry, receipt and invoice entries, and purchasing tools. And we'll take a closer look at the stock and physical inventory tasks and the inventory tools included with the Inventory module.
Day(s): 1
[Top]
Service Management
This course will guide you thru the setup of the Sage Timberline Service Management applications. You will learn to enter work orders, track work orders using the dispatch board track invoices, complete purchasing, inventory, maintenance and paging. You will also discuss keeping employee and customer records, daily processing, customer agreements, and how to interface with other applications. The service management course also includes workflow and a guide through workflow tasks. This course is excellent for beginners and new employees using Timberline’s service management software.
Day(s): 1
[Top]
Savvy User Tips & Tricks
Designed by one of our top Certified Consultant’s, Kim Shoemaker, this class will show you some of the Tips and Tricks of getting the most out of your Sage Timberline Office software. Topics include GL, JC, AP PR and Data Management.
Day(s):1
[Top]
Year-End
Designed for Sage Timberline Accounting clients responsible for Year-End reporting and closing procedures, this class walks you through closing procedures for Sage Timberline Accounts Payable, General Ledger, Job Cost, and Payroll. Designated session also covers Property Management closing procedures. This is a great way to get some help preparing for Year-End, to establish proper Year-End procedures and to ensure software efficiencies for your company. Day(s): 1/2 Fee: $25.00 per person in advance, $50.00 per person at the door.
[Top]