Send Budgets to Sage Timberline® Office Accounting

This screen allows the user to select the budgets that are sent to Sage Timberline® Office's Job Cost module. Two sorting views are available to send budgets by job or by area/phase (for phase release workflows).

 

To Send Budgets to Sage Timberline® Office Accounting by Job:

  1. In the Send to Timberline Accounting screen, click theBudgets tab.

The following screen displays in the right side of the WMS desktop.

 
 


 

 

 

Area/Phase sorting view:

 

 

Budgets already issued but not yet sent to Sage Timberline® Office Job Cost display in this tab. If the user has been assigned the security option,Send on Behalf of Users, all budgets issued but not sent will display. If the user has not been assigned the security option, Send on Behalf of Users, the screen only displays the budgets issued by the current user.

 

 

 

 

Note

If employing a phase release workflow, use the Phases sorting view to display budgets using aPhase/Cost Code/Job/Option hierarchy.

 

 

  1. Select the budgets to send to the Job Cost module.

    1. Multi-select non-consecutive budgets with the left-mouse click + <Ctrl> key.

    2. Multi-select consecutive budgets with the left-mouse click + <Shift> key.

    3. Send all budgets in the screen by not selecting any in the list (or, highlight the model level node to select its budgets).

  2. Click the Send Budgets to Job Cost icon. All selected budgets will transfer to Sage Timberline Office Job Cost, and the information will no longer display on this tab.

 

Note

The user may need to create a JC new transaction file in order to process the budgets. If a JC new transaction file already exists, this information will append to the existing file, and the Import Estimates - File Selection dialog will not display, "The JC New Transaction file was not found. The file will be created."

  • If this dialog appears, clickOK to continue, and proceed to the next step.

 

  1. Click OK to continue.

The Send to Accounting message dialog appears.

  1. If the budgets results appear as successful, click Close.

Alternatively, click the View Budget Post Report link to view the Sage Timberline Office Job Cost Post Entries report.

  1. Click Close to exit the Send to Accounting message dialog.

 

Related Topics

Overview of Send to Sage Timberline Accounting Screen

Send Purchase Orders to Sage Timberline Accounting

Change Supplier for Purchase Order

Delete Purchase Order in Send to Sage Timberline Accounting Screen

How to Send Invoices to Sage Timberline Accounting

How to Un-approve an Invoice

Correcting Importing and Posting Errors

Manually Creating Sage Timberline Macros for the Send to Accounting Screen

 

Phase Release Topics:

Setting up Areas

Setting Up Phases

How to Map Job Cost Job Number Sections

Pay Points Screen Overview

How to Assign, Edit and Delete Pay Points

Models/Options by Community Screen

Supplier Contracts Screen

Phase Releases Screen

Sort-By Phase Release View

Issue Budgets by Cost Code

How to Issue Purchase Orders by Cost Code

Send Purchase Orders to Job Cost by Supplier/Contract

Multi Cancel/Delete Wizard: Phase Releases View

Approve Payment of Purchase Orders

Send Invoices to AP