With the ability to monitor almost every data field within Sage Timberline Office, including custom fields, MyAssistant can help ensure your Timberline setup and processing are accurate and conform to your company’s procedures.

• Jobs without a GL prefix, estimate, contract amount, or record level security
• Jobs with costs and no contract or estimate amount
• JC Transaction balances not equal to category balances
• Category balances not equal to cost code balances
• Cost code balances not equal to job balances
• Invoices and documents with dates too far in the future
• Invoice distributions to a job account number without a job number
• Invoices without a GL expense account
• Invoices with a zero dollar amount
• Invoices dated beyond the prior 1099 or AP year
• Employees without time this week but had time last week
• Employees without a birthday, SSN, phone number, union, WC state
• Employees without certain fringes and deductions
• Salaried employees without pay records set to auto
• Time entered to a cost codes without an estimate
• Suspense or control account entries
• Accounts with prior year entries
• Entities without record level security
• Intercompany accounts not reconciled
• Properties without recurring charges
• Leases with incorrect tenant addresses
• Units without market rent
• Vendors without 1099, W-9, etc.
• Vendors with EIN number equal to employee SSN
• Change requests (or any documents) without a due date
• Equipment without a specified revenue code
• Duplicate jobs or service locations
• Service employees not set up to send time to Payroll
• Work orders without a required job or purchase order number
• Service locations not set to accumulate to a job
• Duplicate jobs or service locations
• Contract items without the same job, billing type, customer, or format
• Jobs, change orders, and commitments not released to accounting

Rick Shanti of GLY Construction reports: “[MyAssistant] provides GLY an excellent tool to double check Timberline with.”
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