Sage Timberline Office Tips and Tricks - Gaining Efficiencies Using Sage Desktop

Transcription

1 Sage Timberline Office Tips and Tricks - Gaining Efficiencies Using Sage Desktop Pete Gallagher General Manager Aktion East Shannon Ward Account Manager Aktion East

2 Our Mission At Aktion Associates, being responsive, innovative and providing consistent delivery of leading edge technologies are the foundation of everything we do. We view our role as IT architects who partner with our customers to create a comprehensive technical roadmap that supports continued growth and profitability

3 About Aktion Founded 1979 Privately held company headquarters in Maumee, Ohio Offices/Locations Columbus, OH Cleveland, OH Detroit, MI Washington, DC Chicago, IL Charlotte, NC Indianapolis, IN Supporting over 4,000 companies 100 Employees

4 About Aktion Founded 1979 Privately held company headquarters in Maumee, Ohio Offices/Locations Columbus, OH Cleveland, OH Detroit, MI Washington, DC Chicago, IL Charlotte, NC Indianapolis, IN Supporting over 4,000 companies 100 Employees

5 Industries of Expertise Construction and Real Estate Supply Chain Architects and Engineers Professional Service Businesses and Organizations

6 Services Managed Services Application Hosting Remote Monitoring/Back-Up IT Hotline Network Engineering Software Engineering Application Consulting Website Design/eMarketing

7 Technologies Our strategy is to solve customer challenges with the technical tool set inherent in the customer s platform of choice IBM Microsoft Linux HP

8 Virtualization Security Web Enablement Collaboration CRM ecommerce AktionLink Products Applications Cloud Solutions

9 Our Partners

10 Sage Desktop Pete Gallagher, CPA Timberline Construction Accounting & Property Management Certified Over 20 years Timberline experience Over 25 years in Construction Accounting

11 Learning Objectives Why Desktop? Desktop Areas: Tasks My Tasks Home Pages Configuration Files Naming, Changing & Saving

12 Sage Desktop Strategy Framework for the next generation STO code Building block to deliver features and functions.net Technology Evolutionary Focus on Ease of use Workflow, etc. High value integration Integration point to other Sage solutions

13 Sage Desktop Strategy Desktop is available since Version 9.2! Look in: All Programs-Sage for Desktop shortcut

14 Task Starter: Opens Sage applications, third-party applications, files, and Web pages. an Information Source Home Pages, Web Sites, Dashboards.Customizable Workspace User profile specific

15 Why??? License Management $$$$$ Automatic Release of application license when in/out of tasks using Desktop

16 Why? FOR THE USERS Enhance ease of use Personalized UI ( User Interface ) Quick access Specific to your workflow Standardize work processes Temp / new hires

17 Why??? Only found in Desktop Security Administration Setup Central Reconciliation Tool Document Management Workflow Centers Job Central Office Connector Starter

18 Why??? Viable Executive Reporting Launch Platform Business Intelligence KPI analysis (Key Performance Index) Graphs, Variances in RED Portal to Sharepoint

19 Why??? Performance increase in Sage Timberline Office v. 9.8 Tools available to load large data sets into the Desktop Home Page templates

20 Learning Objectives Why Desktop? Desktop Areas: Tasks My Tasks Home Pages Configuration Files Naming, Changing & Saving

21 Purpose of Tasks General Access to Timberline All Sage products / tasks Run infrequently used tasks, reports and inquiries Security aware

22 Purpose of My Tasks Access to frequently used information and software features Personalized Favorites Organize by logical workflow groups

23 Contents of My Tasks Timberline tasks (e.g., Enter Invoices) Any application shortcut not just Timberline File short cuts Web links Other Sage Applications

24 Home Page Purpose: Personalized specified information More timely, proactive Manage by exception Content: Crystal report Website

25 Home Page Shipping Default Desktop for various industries / roles

26 Tips for Home Page Search for Crystal home page types Beware: Estimating installations 41 default crystal home pages (depending on installation profile selected)

27 Tips Drag Information Assistant (IA) Reports and Inquiries to My Tasks License Management Hide Tasks upon Desktop start up Don t need to wait for Home Page to start working

28 Learning Objectives Why Desktop? Desktop Areas: Tasks My Tasks Home Pages Configuration Files Naming, Changing & Saving

29 Configuration Files Desktop Configuration Files Templates (*.dsk) Stored in Users folder on Workstation Configuration File Path default is that workstations default Open/Close/Create via Desktop main menu

30 In closing. Questions?

31 Contact Us Info: Pete Gallagher Shannon Ward Upcoming Sept. 7 Sage Application Hosting (web cast) Sept. 8 INNOVATE DC Washington Nationals Stadium Sept. 14 Developing an Effective BIM Strategy (web cast) Sept. 29 File Archiving (web cast)

32 Thank you for attending Pete Gallagher Shannon Ward To find future Aktion web casts, please visit