Sage Timberline Office

Accounting 9.7.0 Update 4.1

Manual Installation

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Manual installation instructions

9.7.0 Accounting Update 4.1

9.7.0 Accounting Updates are cumulative. They contain the latest enhancements and solutions listed below plus all enhancements and fixes from previous updates. If you have not installed 9.7.0 updates, you can install the latest update to get all the previous enhancements and fixes.

Enhancements

Project Management
The Project Management Change Orders (Project Management: Change Control > Change Orders) and Change Requests (Project Management: Change Control > Change Requests) tasks now allow a change order or change request to be selected when starting the tasks.

Drag and Drop Files From Microsoft Outlook or Explorer
With the new drag and drop functionality, you can copy files directly from Microsoft Outlook or Explorer into any Attachments windows to store them with other project files. To use this feature:

  1. Open Explorer or Outlook and locate the file you want to add to an attachment.
  2. Open a Sage Timberline Office application Attachment window and click the File Links tab.
  3. Select the file in Outlook or Explorer.
  4. While pressing the left mouse button, move the cursor to the Attachments window.
  5. Release the left mouse button.

The file is now attached to your Sage Timberline Office task.

Send Attachments to Document Management
You can now send attachments to DocuVault from several Project Management tasks, including:

  • Change Order Requests
  • RFIs
  • Submittals
  • Meeting Minutes
  • Commitments
    • Purchase Orders
    • Subcontracts
  • Commitment Change Orders
    • Purchase Order Change Orders
    • Subcontract Change Orders
  • Custom Logs
  • Drawing Log

From the Project Management task, click [Attachments] > File Links tab.
Sending files to DocuVault allows you to store, route, and work with the Project Management files in Document Management. When you send a file to DocuVault, it is indexed automatically so you can search for it in DocuVault at a later time. After you have sent a file to DocuVault, you can select whether to open it from DocuVault, or from the original location. You can now open a Document Management query from the Project Management Attachment window.

You can send attachments to DocuVault when:

  • Compatible versions of Accounting and Document Management are installed; for example, Accounting 9.7.0 Update 4.1 and Document Management 9.7.1.
  • The Accounting task is integrated with DocuVault.
  • The file type is one of the following:
    • ASCII : *.txt
    • Microsoft Excel : *.xls, *.xlsx
    • Microsoft PowerPoint : *.ppt, *.pptx
    • Microsoft Word : *.doc, *.docx
    • PDF : *.pdf
    • RTF : *.rtf
    • Image types : *.jpeg, *.png, *.bmp, *.tif, *.tiff, *.jpg, *.gif

Fixes

The following issues have been fixed in Update 4.1.

Memory Cannot Be Read errors when exiting applications
If Microsoft .Net Framework 4 is installed then “Memory cannot be read” errors displayed when closing Sage Timberline Office applications.

Printer Setup (64-bit operating systems)
On 64-bit operating systems, an application appeared to freeze or lose focus for several minutes after using the Printer Setup option.

Accounts Payable – Enter Invoices, Change Invoices and Enter Pending Invoices
Accounts Payable status messages (Vendor on hold, Joint check and 1099 exempt) did not display below the distribution grids in the Enter Invoices, Change Invoices and Enter Pending Invoices tasks.

Inventory – Update from Billing
In some cases when using the Update from Billing task, the inventory items were properly updated but the Item Code column would display the Billing Interface Code instead of the Item Code.

Job Cost – Import Direct Costs
While importing direct costs (Tools > Import > Direct Costs) if the Don’t allow override checkbox (Job Cost: File > Company Settings > JC Settings > GL Entry) was selected, then entries containing the same cost account as the cost account that was retrieved were rejected.

Payroll – Enter Time
In some cases Payroll would quit while using the scroll bar if the Enter Time window had been resized to its maximum width (Payroll > Tasks > Enter Time).

Project Management – Commitment Change Orders
While using the Commitment Change Orders task (Project Management: Contract Control > Commitment COs) new commitment items were created without warning even though the In the Commitment CO window, automatically assign the Commitment Item column checkbox (Project Management: Company Settings > PJ Settings > Change Management tab) was not selected.

Property Management – Change Lease
The Current tenant field (Property Management > Setup > Units > General tab) on the unit was incorrectly updated to be a former tenant if a change was made to a terminated or historical lease (Tasks > Manage Leases > Change Lease).

Notes:

Download and Install the Update

Download Accounting Update 4.1

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.

    9.7.0 Accounting Update 4.1

  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 970AccUpdate41.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    7. Note: The update may take several minutes. Double-click 970AccUpdate41.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 970AccUpdate41.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 970AccUpdate41.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.

Release Notes

9.7.0 Accounting Updates are cumulative. They contain the latest enhancements and solutions listed at the top of this notice plus all enhancements and fixes from previous updates listed below. If you have not installed 9.7.0 updates, you can install the latest update to get all the previous enhancements and fixes.

Top of page

Update 3

Enhancements

Grids
Several grids have been expanded for viewing in monitors where the resolution is set to 1024 x 768 or higher:

  • Accounts Payable Enter Invoices, Pending Invoices and Change Invoices Distribution grids.
  • Accounts Payable Enter Invoices, Pending Invoices and Change Invoices Commitment Item selection windows.
  • Accounts Payable Tasks > Select Invoices to Pay on screen list and Approve Invoices.
  • Job Cost > Tasks > Enter Commitments.
  • Payroll > Tasks > Enter Time.

Fixes

Inventory
When updating inventory from Billing (IV > Tasks > Update from Billing) in cases where the Inventory Item code quantity and value on hand are zero the entries sent to Job Cost were incorrect. This has been corrected.

ODBC Applications Quit Unexpectedly
An issue with the previous release of Sage Timberline Office Accounting & Management caused ODBC-based applications, such as Crystal Reports, to quit unexpectedly. The issue has been resolved. If you use the Timberline Data ODBC driver to access Sage Timberline Office Estimating data, install this update.

Product Enhancement Program
In some cases the Product Enhancement Program (PEP.exe) would run multiple times when starting applications. This has been corrected.

Service Management
After changing the next work order number (Service Management > SM settings > Misc tab) the new next work order number was not used as the next work order number. This has been corrected.

Update 2

Fixes

Downloading recent Microsoft updates may cause an error to display after closing Sage Timberline Office Accounting 9.7.0 applications and tasks. Update 2 fixes this issue.

After upgrading to 9.7.0 Accounting Update 1, you may be unable to open eFile and reporting tasks in Payroll.

Some binocular and other icons display the word "false" next to icon. 

Update 1

Enhancement

Job Cost - Import as an approved estimate change
You can now import an estimate as an approved change. Select the Import as an Approved Estimate Change check box on Tools > Import > Estimates to create an approved estimate change transaction. The Approved Estimate Change and Total Estimate fields are updated.

Note: Production unit estimate amounts are always imported as original estimate amounts.

Fixes

Billing - Entering lines on a quickbill for a closed job
If you select not to continue adding lines to a quickbill on a closed job, items above the line are now included in the total, producing correct billing invoices.

General Ledger - Closing current period on selected prefixes
When running Tasks > Close Current Period > Prefixes, you can now use the date filter to select specific prefixes to close.

Job Cost - Non-costed tax in JC Reports
The following Job Cost reports now subtract the non-costed tax from the amount:

  • JC Category Summary as of Specific Date
  • JC Cost Code Summary as of Specific Date
  • JC Cost Spreadsheet with Date Range
  • JC Job Cost Summary as of Specific Date
  • JC Profit as of Specific Date

Printing - Document Properties on 64-bit workstation OS
The Document Properties window can now be closed or canceled. 

Printing - Document Properties and 64-Bit Windows 7
When you print a document or report from Sage Timberline Office, the Document Properties window no longer appears behind other windows.

Project Management - Estimating Interface
An error message no longer appears when you select a new estimate in PJ: Contract Control > Change Request > Price/Cost Estimate tab > [Estimate Change Request].

Payroll (Australia)

System log indicates missing information
 In order to create valid ETP Payment Summaries, the Employee record must contain the date of payment and the taxable and tax free amounts. The system log and summary page now indicate if this information is missing.

ETP errors logged only for employees receiving an ETP payment summary
 The system log and summary page now indicate errors in employee records when the employee is receiving ETP rather than when they receive an INB payment summary.

Payroll (United States)

Florida - XML file specification changes, effective Q1 2010 March 31, 2010.

Iowa - Quarterly Magnetic Media format change effective for Q2 filings July 1, 2010.

Louisiana - The Participates in EFT of quarterly UI taxes check box on the Magnetic Media Report Options window is now selected by default.

North Carolina - Magnetic media file fixed. The file will no longer be rejected by the state.

Federal

Form 941 changes for Q2 2010 filings
The Internal Revenue Service has released revised Form 941 (Rev. April 2010). The revised form is required beginning the second quarter of 2010.

Note: Form 941 Schedule B has not been changed; the 2009 Form 941 Schedule B is still acceptable for filing.

Form 941 changes in the knowledgebase
If you require the updated Form 941, but do not require the other changes included in 9.7.0 Accounting Update 1, you can download the updated Form 941 from the knowledgebase.

To access the report, log on to the Sage Customer Portal. Click Knowledgebase Search, then enter KB230029 in the Search box.

Setup employee changes to support 2010 W-2 form changes
A HIRE Act Qualified checkbox has been added to the Misc Info tab (PR > Setup > Employees Misc Info tab). Select this checkbox for employees who qualify for tax credits in the HIRE Act. This new checkbox will be used when printing the 2010 W-2s.

HIRE Act report available in the knowledgebase
A report on employees who may meet the requirements of the HIRE act is now available in the knowledgebase.
The HIRE act allows employers to take a tax credit if an employee was hired after February 2nd, 2010, is employed for 52 weeks, and as long as in the last 26 weeks of employment the wages are 80% of what they earned in the first 26 weeks the company receives another tax break in 2011.

The report is not designed to accommodate the wage comparison. It includes Weeks, Taxable, Subject-to and Tax amounts for employees with the HIRE Act Qualified checkbox selected in the employee setup and for checks from 03-18-2010 and 12-31-2010.

To access the report, log on to the log on to the Sage Customer Portal. Click Knowledgebase Search and enter KB273 in the Search box.

Project Management - Transmittals
You can now save your selection on the Transmittals For Approval and Attached check boxes.

Purchasing - Viewing data folders information
You can now view the correct data folder information in Items when you switch data folders and then open File > Company Settings.

Security - Saving Record Level Security in Desktop
You can now save record level security settings while Desktop is open.

Additional Support

Online Support Request

If you would like assistance with a solution and your service plan provides online customer support:

  1. Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Click Support > Self Service.

  3. On the My Requests tab under “Create,” click Customer Support Ticket.

  4. Complete the form to submit a support ticket directly to customer support.

Phone Support

If you prefer to speak to customer support and your service plan provides telephone support assistance, call customer support 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

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:

  1. Call 800-858-7098, or log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Select Anonymous Portal Access on right.

  3. Click Support > Self Service.

  4. On the My Requests tab under “Create,” click Customer Service Request.

  5. Complete the form to submit a service request.

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