Accounting 9.8.0 Update 1

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Accounting 9.8.0 Update 1

9.8.0 Update 1

Accounts Payable (Canada)

Payments by Credit Card are now included in the T5018 Statement of Contract Payments Construction Subcontractor Payments amount. To generate a T5018 form, open AP: Tasks > Government eFile and Reporting > Form T5018 (CAN).

Payroll (United States)

Local tax setup (PR: Setup > Taxes > Tax Rates) and calculations have been enhanced to support the Pennsylvania Act 32 requirements, effective January 1, 2012. Click here for detailed information on the setup and calculation of Pennsylvania local taxes. Information is also available in the Tax Rate Setup window by right-clicking the field and select What’s this, or searching for How to set up local taxes for the state of Pennsylvania in the Sage Knowledgebase.

Property Management

Payments imported for historical and archived leases will now be rejected during import and transactions will not be created.

Service Management

In some cases, after archiving work orders (SM: Tools > Archive Wizard) subsequent archive work orders sessions would fail. This issue has been fixed.

Notes:

• Release Notes - Read the Release Notes before you install 9.8.0 Update 1 for details about enhancements and fixes.
  
  
• Estimating - An Estimating update is not required for 9.8.0 Update 1.
  
  
• Document Management Compatibility - If you upgrade to Accounting 9.8 and you also use Document Management, you must upgrade to Document Management 9.8 to maintain compatibility.
  
  
• Upgrading Data - You will need to upgrade your data after you install the update. Refer to the upgrade notes in the installation instructions.
  
  
• Services - During the installation of Update 1, the system will automatically stop and start the World Wide Web Publishing service.
  
  
• Sage Installation Manager - Beginning with 9.7.0, you can use Sage Installation Manager to streamline the installation of updates on your Accounting server and workstations. Sage Installation Manager enables you to install software updates on numerous workstations from your Accounting server.

  Learn more about Sage Installation Manager

  Free Sage University demo of Sage Installation Manager
  

Download and Install the Update

Download 9.8.0 Accounting Update 1

If you install new or additional Sage Timberline Office applications after installing an update, you must reapply the update.

1. Click the link for your software to download a self-extracting file that contains the solution.
   

   9.8.0 Accounting Update 1
   

2. When the File Download window appears, click [Save].
   
3. In the Save As window, select a temporary location to save the file, and then click [Save].
   
   Note: This location must be available to all workstations where Sage Timberline Office Accounting is installed. For example, create a folder named Update (if it does not exist) under X:\Timberline Office\Accounting\WinInst or X:\Timberline Office\Estimating. Save the file to that folder.
   
4. In the Download Complete window, click [Close].

Update the Server

1. At the server or stand-alone computer, log on with full administrative rights.
   Note: Full administrative rights are defined as write access to the Windows registry and all the folders on the computer, including rights to the root of all hard disks. If you are unsure whether you have full administrative rights, ask your network administrator for assistance. Alternately, you can ask your network administrator to log on with the network administrator ID before you start the installation.
2. Close all Sage Timberline Office and all Microsoft Office applications at the server and on all workstations.
3. Browse to the location where you saved the file in step 4 of the "Download the Software Update" section.
4. Double-click 980AccUpdate1.exe only once.
5. If a security warning appears, click [Run] or [Allow].
6. The Ready to install window appears. Click [OK].

Note: The update may take several minutes. Double-click 980AccUpdate1.exe only once. You will receive a message when the installation is complete.

7. The message This update has been installed successfully appears. Click [OK].

Upgrade Data

For optimal performance, Sage recommends that you upgrade your data from the server. Perform the Upgrade Files process only after the update has already been applied at the server. If you prefer to upgrade your data from a workstation instead, you must apply the update at both the server and the workstation before starting the Upgrade Files process.

1. Perform a complete backup of all Sage Timberline Office data and program files. We strongly recommend that you back up files on a regular basis.
2. In TS-Main, select Tools > Upgrade Files.
3. At the Do you have a current backup of your data folders window, click [Yes.]
   
4. Select to upgrade the current data folder or all data folders.
• Select Current data folder to upgrade files in the data folder in which you currently work.
  
• Select All data folders to upgrade files in all data folders that display in the Open Data Folder window. This may include data folders on other drives. With this option, the upgrade process can take a long time if you have many data folders.
5. From the Files list, select All files. Do not select the Force file upgrade check box. This ensures only files requiring an upgrade are upgraded.
6. Click [Start]. The Print File Selection window opens. In the File name box, type a name for the upgrade report file and click [Save]. The upgrade process begins in the background.
7. Review the report when the process is complete.

Update Each Workstation

Update each workstation where you installed Sage Timberline Office.

1. Log on to the workstation with full administrative rights.
   
2. Close all Sage Timberline Office and all Microsoft Office applications on the workstation.
   
3. Browse to the location where you saved the file in step 4 of the "Download the Software Update" section.
   
4. Double-click 980AccUpdate1.exe only once.
   
5. If a security warning appears, click [Run] or [Allow].
   
6. The Ready to install window appears. Click [OK].

   Note: The update may take several minutes. Double-click 980AccUpdate1.exe only once. You will receive a message when the installation is complete.

7. The message This update has been installed successfully appears. Click [OK].
   
8. Repeat steps 1 through 7 at each workstation where you installed this Sage Timberline Office application.

Important: If you run the workstation install on additional workstations later, you must also install the update by following the instructions in this section.

Technical Assistance

Depending on your Sage Service Plan, you may be able to take advantage of the following services:

Sage Customer Portal

You may log on to the Sage Customer Portal at https://customers.sagenorthamerica.com to access any of the following:

• Knowledgebase: Find answers to your questions, access downloads, and subscribe to your favorite articles. This service is available online 24/7.
• Live Chat: Chat online with a customer support analyst - a great option for quick questions. Chat hours are Monday through Friday from 6 a.m. to 3 p.m. Pacific Time, with the same exceptions as telephone support (see below).
• Online Support Request: Submit an online support ticket when you have a non-urgent question. One of our call center support analysts will assist you. Online support hours are the same as our customer support call center hours (see below).

Sage Customer Support Call Center

Telephone Support: When you have a more urgent question or would prefer to speak to a customer support analyst directly, call us at 800-551-8307. Telephone support is available Monday through Friday from 6 a.m. to 5 p.m. Pacific Time with the following exceptions:

• Every Thursday from 2 p.m. to 3 p.m. Pacific Time (closed for customer support staff meetings)
• Standard United States holidays
• Quarterly company meetings

Holiday Schedule: We will be closed on the days listed below. Please note we will observe the Christmas holiday on December 26 and December 27 this year.

Upgrading Your Service Plan

If your service plan does not provide online or telephone customer support and you would like to add or upgrade a service plan, please call 800-858-7098.

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