Streamline process
Sage Timberline Office customers integrate MyAssistant Tasks into their accounting and project management workflows. For example:
- Generate and send payroll direct deposit stubs after processing payroll more...
- Check new jobs, employees, customers, and others to ensure they are setup correctly more...
- Send an insurance company a letter after an employee is terminated requesting their coverage be discontinued more...
- Send work orders to technicians' phones more...
- Receive a list of invoices generated X days ago for follow up more...
- Send project managers a list of cash receipts for their jobs
MyAssistant in the Sage Desktop
MyAssistant is fully integrated with the Sage Timberline Office Desktop. Within the Desktop each Timberline Office user can create workflows that include MyAssistant Tasks and access their personalized Notification Log. The Notification Log enables users to run Tasks on demand and immediately view and manage all of their notifications from one location. Related Timberline reports and inquiries are easily accessible, and with a single click all Notifications from a MyAssistant Task can be dropped into an Excel spreadsheet for further analysis or notes.
Customer success
Rick Shanti of GLY Construction uses MyAssistant "to streamline some processes and make them electronic as opposed to paper based.”
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Product overview
Click
here for MyAssistant screenshots and software details.
Click the following links to view the hundreds of
construction and
real estate prebuilt rules that ship with MyAssistant, allowing you to receive alerts the day it's installed.