Sage Timberline Office

Accounting 9.7.0 Update 4.1

Sage Installation Manager

 

Main page

Release Notes

 

Important: Before you use Sage Installation Manager to install 9.7.0 Accounting Update 4.1, you must install Sage Installation Manager Update 1 on your server.

Download instructions for Sage Installation Manager Update 1

 

Install 9.7.0 Accounting Update 4.1 with Sage Installation Manager

Install 9.7.0 Accounting Update 4.1 manually

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, *.gi

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 serveral 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 Orderss
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:

  • 9.7.0 Accounting Update 4.1 is cumulative. It includes the enhancements and fixes for the issues listed below plus all enhancements and fixes from previous updates. If you have not installed 9.7.0 updates, you can install Update 4.1 to get all the previous enhancements and fixes.
  • Update 4.1 is designed for Estimating and Accounting compatibility. If you use both Estimating and Accounting and you install Update 4.1 to one suite, you must install Update 4.1 to the other as well.

Download and Install the Update

Beginning with 9.7.0, you can use Sage Installation Manager to streamline the installation of updates on your Accounting server and workstations, or download and install the update manually. 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

Things to know before you begin:

  • All workstations and servers must be on the same domain.
  • The account logon you use for Sage Installation Manager must have administrator privilege on the Accounting server and all workstations which will receive updates from it.
  • All servers and workstations on your system must have the same version of Sage Timberline Office (including updates). If you install an update on your server, workstations will not be able to connect to Sage Timberline Office until they have installed the same update.
  • We recommend that you restart your workstations before you install updates on them. You can use Sage Installation Manager to restart workstations from the server.
  • You can use the notification feature to let workstation users know that an update is pending.
  • Typical installations may take several minutes.
  • If an update does not install on a particular workstation, Sage Installation Manager sends a notice to subscribers of Installation Error and logs the error on the Check workstation status pane. The system will then attempt to install the update on the next workstation.
  • You can review a detailed log for each workstation installation on the Check Workstation Status pane.
  • You can learn about the content of an update by clicking it in Manage updates, then clicking [Details]. The Description lists the items and features that are included in the update.

Download the Update to the Server

Updates will be automatically downloaded to your server if you enabled automatic downloads in Change Settings > Downloads.

If you have not enabled automatic downloads, you can manually download an update to your server:

  1. From the Start menu, click Programs > Sage > Installation Manager.
  2. In the Manage Updates window, select the new update and click [Download].
  3. The system sends a message on completion of the download if you set up email notification in Change settings > Email Notifications tab > [Settings].

Notify Workstation Users

After an update has been installed on the server, workstation use is not permitted until the same update has also been installed to the workstations. Send a message to workstation users notifying them that an update is pending, and that they should restart their workstations at a scheduled time.

  1. Click Manage updates > [Send Message]. [Send Message] becomes available when you have selected an update or a workstation.
  2. Type a message; for example, “A new update will be installed on your workstation tonight. Please close all Sage Timberline Office applications before leaving for the day.”

    3. Note: Messages have a 100 character limit.

  3. Select the workstations that you want to receive the message. All available workstations are selected by default.
  4. Click [Send].

Install an Update on the Server

  1. In the Manage updates pane, select the update.
  2. Click [Install Server].
    Note: Several minutes may pass before you receive a prompt to continue. Click [Install Server] only once. You will receive a prompt to begin the installation.
  3. Follow the prompts to install the update.
  4. View the status of the installation in the Updates pane. Select Show Completed to view the status of updates that have been installed on the server and all workstations.
  5. The system sends a message that the installation was successful to subscribers when the update has been installed on the server and workstations.

Restart a Workstation

You can restart a workstation remotely using Sage Installation Manager. We recommend that you communicate with the workstation user prior to restarting their computer.

  1. Select a workstation in the Manage updates pane.
  2. Click [Restart].
  3. Click [OK] when prompted to restart the workstation.
  4. A message is displayed on the selected workstation advising the user to save their work.
  5. After a 30-second delay, the workstation is restarted.

Install an Update on Workstations

We recommend that you check the status of all workstations before installing an update. Open Check workstation status to verify that all available workstations are online.

  1. In the Manage updates pane, select the update.
  2. Click [Install Workstations].
  3. View the status of the installation in the Updates pane.Select Show Completed to view the status of updates that have been installed on the server and all workstations.
  4. The system sends a message to subscribers of Installation Successful when the update has been installed on all available workstations.
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. In TS-Main, select Tools > Upgrade Files.
  2. At the Do you have a current backup of your data folders window, click [Yes].
  3. 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.
  4. 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.
  5. Click [Start]. The Print File Selection window opens.
  6. 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.

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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