Sage Timberline Office Service Management

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Sage Timberline OfficeService Management

• Setup
• David Sexton

2
Agenda

• Accounting Interface
• Job Cost Interface
• Payroll Interface

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Accounting Interface

• Purpose and function of Products
• Role of Center and Department
• Exceptions

4
Job Cost Interface

• How Products work with Job Cost
• Category
• SM Settings
• Defaults for Cost Code and Category
• Service Site setup Accumulate to JC
• Salesperson
• AR Aging
• Reporting for Major Contracts
• More Examples

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Job Cost Interface cont

• Job as a location
• Difference between Cost as Cost and Revenue as
  Cost
• When and how the data posts

6
Payroll Interface

• Adding Employees
• Expense Accounts
• How are they assigned
• How burden expenses pick up their accounts
• How JC interface impacts payroll retrieval

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Payroll Interface Cont

• Posting Payroll
• Assigning Period End Date
• Possible Errors

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Questions?