STO Accounting Security Access Requirements  (STO Accounting Only)

Users of WMS who send budgets, POs, and invoices to Sage Timberline from WMS need to be granted the necessary security access in the Sage Timberline software to allow for the processing of this data. The list below illustrates the security access needed for each area in the Accounting software.

 

Note

If the Import Budgets, Commitments and Invoices macros are not properly configured, data will not transfer to Accounting.  

To configure these macros, see the BuilderMT Online Support Center's Knowledge Base articles 688-629, 688-631 and 688-632.

 

 

TS-Main Security Access Needed

  1. File > Printouts

  2. Tools > Macros, and Background Tasks

 

Accounts Payable Security Access Needed

  1. Tasks > Enter Invoices, and Post Invoices

  2. Inquiry (optional) > Invoices by Job

  3. Reports (optional) > Invoices by Job

  4. Tools > Import Invoices, and Post Invoices (if having the macro post)

 

Settings In AP: File > Data Folder Settings > AP Settings > Invoice Settings

  1. Date Received Usage = Not Required

  2. Distribution Settings = Uncheck all categories in Units, Unit Cost line (this stops the AP Import from validating the units and unit costs during the AP import process)

  3. Warning Message Settings = Set all message settings to 'no message

 

Job Cost Security Access Needed

  1. Tasks > Post Entries (if using macros to post)

  2. Setup > Options, Cost Codes and Categories

  3. Inquiry > Cost Spreadsheet, and:

> Remaining Budget

> Remaining Estimate

> Estimate Spreadsheet

> Estimate Summary

> Profit Summary

> PO List

> POs by Job

> POs by Vendor

> POs to Budget Variance

  1. Reports > Homebuilder Status, and:

> Cost Spreadsheet

> Cost Spreadsheet (date range)

> Budget Spreadsheet

> Job Cost

> Job Cost Summary (as of date)

> Cost Code Summary (as of date)

> Profit Report

> Profit (as of date)

> Purchase Order Status

> PO Status with invoices

> All Job Cost Reports created by BuilderMT

 

Note

These Job Cost Reports come with BuilderMT software, but also need to be loaded to Sage Timberline's menu.  

 

 

  1. Tools > Import POs, and Import Estimates

 

Job Cost Settings Needed

  1. Job Number should be limited to 9 characters or less.

  2. Job Cost > File > Data Folder Settings > Job Cost Settings

 

Related Topics

Accounting Integration Settings

Company Accounting Integration