2012 TUG National Users Conference – Early Registration .
News and Information for Users of Sage Timberline Office SoftwareFebruary 20122012 TUG National Users Conference – EarlyRegistration Deadline February 29, 20122012 TUG ConferenceEarly Registration Deadline.12012 TUG Conference – Must-AttendExhibitor Sessions.2Manage Your Contact Selection Listswith AB’s ‘Sort as’ Field.4Membership in TUG Has its Benefits.4Managing Your Software.Are YouLegal? Part One.5TUG Online WebEx Training andOpen Forums.6User-to-User Helpline/TUG TalkBulletin Boards.7From the TUG Talk Bulletin Board:Users to Users.7Sage’s New Products – MyAssistantand Office Connector.8To: The Estimating Guru.8What Can the Option Tool Do for Me?.9Stay Connected with Sage.10Punctuation – Those PeskyLittle Hyphens.11ODBC Part One – What, Whyand How!.12Kissimmee, Florida, is this year’sdestination and the conferencepromises to be better than ever. The2012 TUG National Users Conference,May 15-18, at the Gaylord Palms Resort& Convention Center is designed to bringtogether expert users, new users andpotential users of the Sage Timberline Office(STO) software to share knowledge, ideasand experiences.NEW THIS YEAR, TUG is offeringrecommendations for sessions based onjob title and experience. Once you decideon the “bundle” that’s right foryou, you can register for all theindividual sessions through theregular registration process oryou can personalize your scheduleand make any changes you wish.Additional information regardingbundled sessions can be found onthe conference Web site.Only a few days remain toregister at the early registrationrate – register today to ensureyour place at this all-importantconference AND save 100!Join us for four days filled witheducational sessions, handson labs, great networkingopportunities and a little bit of fun!REGISTER TODAY!2012 TUG National Users ConferenceMay 15-18, 2012Gaylord Palms Resort& Convention CenterKissimmee, Florida (Orlando area)Visit tugconference.com to register!for future upgrades and visit with variousexhibitors eager to display their productsand services to you. Additionally, if you areworking toward certification, this conferenceoffers many opportunities to earn continuingprofessional education (CPE) credits.With an anticipated attendance of 500,this conference is the perfect place tofind answers to your questions, meet withSage representatives, collaborate on ideasForadditionalinformation,including conference registrationand multiple attendee discounts,session details, hotel accommodationsand much more, please visit the 2012 TUGNational Users Conference Web site today atwww.tugconference.com.Register by February 29, 2012, and save 100! Visit tugconference.com for more details and to register!
February 2012News and Information for Users of Sage Timberline Office Software2012 TUG National Users Conference –Must-Attend Exhibitor SessionsAre you looking for a way to streamlineyour work processes, go paperless and/or get more out of your STO products?Our vendor sessions during the 2012 TUGNational Users Conference, May 15-18,can help! Come see the latest and greatestofferings from Construction Imaging, CoreAssociates, eRisk Consulting, Sage andothers. A list of sessions can be found belowand you can register for these sessions onlineas part of the conference registration processat www.tugconference.com.Tuesday, May 15, 2012, Sessions1-2 & 1-3 Accounts Payable Issues andSolutions: This is a four-session class thatwill deal with all aspects of Accounts Payableand will include presentations from thirdparty vendors that sell products relating toAccounts Payable or AP automation. Thesecond and third sessions will focus onvendor presentations. Join Core Associatesand other vendors for presentations that willmake Accounts Payable processes easierand more streamlined!22-1 Excel-Based Reporting Using SageTimberline Office Connector – Presentedby Sage: Leverage what you already knowand start building your own reports fast!Through hands-on experience you willlearn how to build powerful reports withinExcel that let you interact with your SageTimberline Office information. During thislab you will build reports in Excel that canbe reused and refreshed with a click of abutton and that utilize the robust featuresthat Excel offers for filtering, sorting,professional presentation and navigation ofyour business data.22-4 Getting the Most out of Your STOSolution – Presented by Sage: Learnabout new, easy-to-use capabilities thatallow better access to Sage TimberlineOffice data and business criticalinformation through custom auto alerts andExcel-based reporting.5-4 Sage Timberline EstimatingToday – 11.x Hands-On Lab: Comeand get a sneak peek at Sage’s newestEstimating solution. Learn how you canwin more jobs by creating more accurateestimates in less time. Based on themarket-leading Sage Timberline OfficeEstimating product, our new Estimatingsolution has an all-new user interface andis built on a high-performance, secureand scalable Microsoft SQL database. Ifyou are currently using Sage TimberlineOffice Estimating, come and learn thedifferences between the two products anddecide what’s best for your company.the TUG PulsePublished by theTimberline Users Group, Inc.and sent to all members.Board of DirectorsMatt Weaver, PresidentTim Cooke, Vice PresidentSharon Hessong, TreasurerJon Banse, SecretaryNatalie Allen, Past PresidentJanice BarnardScott BishopBarbara MorseMichael SuhoveckyMarlene WilliamsLenni M. WittPublications CommitteeDavid BrownSharon Hessong23-4 Lean, Mean and Green: GoingPaperless in the New Economy –Presented by eRisk Consulting: Stillthinking about going paperless? Whatare you waiting for? In today’s economy,best-in-class contractors are investingin “Paperless Technologies” to automateAP and other workflow processes. At thesame time, they are realizing the benefitsof a more efficient workplace with instantaccess to critical information, ratherthan manually retrieving and compilingessential documents. In this excitingsession, Mike Carbino of eRisk Consultingwill help you understand what it means to“go paperless” by leveraging technologiesto provide the greatest opportunity forsustainability and growth in the future.The session will also include a livedemonstration of an actual EnterpriseContent Management application. Pleasejoin us and learn how easy it is to become“lean, mean and green!”o Continuesu2uMaeva MayesLiz Perez-LavinVal SteffenEire StewartShanna TorgesTimberline Users Group3525 Piedmont RoadBuilding Five, Suite 300Atlanta, GA 30305e-mail: me@tugweb.comPhone: 404.760.8171Fax: 404.240.0998Toll Free: 866.846.0999e-mailme@TUGweb.comWeb Sitewww.TUGweb.com
News and Information for Users of Sage Timberline Office SoftwareWednesday, May 16, 2012, Thursday, May 17, 2012, SessionsSessions22-9 Sage Timberline Office Futures/1-6 & 1-7 Paperless Office Issues andSolutions: This is a four-session class thatwill deal with all aspects of Paperless Officeand will include presentations from thirdparty vendors that sell products relating toscanning and/or document management.The second and third sessions will focuson vendor presentations. Join ConstructionImaging, Core Associates, Sage and othervendors for presentations that will makegoing paperless a breeze!5-6 Sage Timberline Estimating Futures/Roadmap: Come and get a sneak peek atSage’s plans for future Estimating solutions.22-6 Stay on Top of Your Business byProactively Monitoring Key PerformanceIndicators – Presented by Sage: Learnhow to proactively monitor key businessand project issues based upon individuallycustomized requirements and automatedtriggers.22-7 Excel-Based Database Managementand Workflow Using Sage TimberlineOffice Connector – Presented by Sage:Learn how you can use Sage TimberlineOffice Connector Query, Write and Import toutilize data you have in Excel, or place datain Excel from your Sage Timberline OfficeDatabase, to create records, update recordsand import records into Sage TimberlineOffice with ease. You will learn how thesetools can be used to facilitate Excel-baseddata entry, creation of user-defined formsin Excel that feed data into Sage TimberlineOffice, and much more.Roadmap – Presented by Sage: Learnabout our three-year plan to build aneven more powerful Sage TimberlineOffice solution (including Cloud Services)helping your business become moreefficient and profitable.1-10 & 1-11 Payroll Issues and Solutions:This is a four-session class that will dealwith all aspects of Payroll and will includepresentations from third-party vendorsthat sell products relating to Payroll or PRautomation. The second and third sessionswill focus on vendor presentations. JoinSage and other vendors to find out moreabout products that can make payrollprocessing more streamlined help youprocess documents electronically.22-10 Easy Document Management – Getit Integrated – Presented by ConstructionImaging: It’s easier when it’s INTEGRATED.Integrations for Outlook-Email nting/PM, Windows File Share-ProjectFiles.Workflow automation connectsyour back office with the field and thefield with third parties – RFIs, PaymentApplications, Employee Applications (HRAutomation), Change Orders, PurchaseRequests, Timesheets, Field Reports, QualityControl and, of course, Invoices. Attendeeswill have a chance to participate in thispresentation with Construction Imaging’stablet applications, Web interface andmobile capability. Documents are nowautomatically archived without manualindexing.February 201222-11 Cloud Technology for theConstruction Industry – Presented bySage: Learn about new cloud servicesthat Sage will be releasing in the comingmonths. Using this technology and the SageTimberline Office software you already own,you’ll learn how cloud-based reporting,project management and administration canfoster greater collaboration and efficiency.22-12 TimberScan: A/P Approved andMore – Presented by Core Associates:TimberScan is a program designedexclusively for Sage Timberline Office toautomate the AP approval process. It usesbuilt-in imaging technology to providepaperless invoice processing. Althoughgoing paperless is a major leap forward,the breakthrough innovation and the key toTimberScan’s success is its ability to defineeach company’s unique business rules forrouting invoices, thereby automating eventhe most complex routing requirements. Joinus to learn all about how TimberScan canhelp your company simplify the AP process.Friday, May 18, 2012, Sessions1-14 & 1-15 Field Access for Timesheetsand Daily Logs Issues and Solutions: Thisis a four-session class that will deal withall aspects of Field Access and will includepresentations from third-party vendorsthat sell products relating to Wireless orWeb Access and Field Reports or RemoteTimesheets. The second and third sessionswill focus on vendor presentations.Register today atwww.tugconference.comu3u
February 2012News and Information for Users of Sage Timberline Office SoftwareManage Your Contact Selection Lists withAddress Book’s ‘Sort as’ Fieldby: Matt Weaver, MCPMeyer Najem Construction, LLCWe all know that Address Book (AB) provides a single place fromwhich to manage information about the contacts with whichyou do business. You can create company and person contactsthat can be accessed from within other Sage Timberline Office (STO)applications such as Accounts Payable, Accounts Receivable, ProjectManagement, Estimating and Buyout. What you may not know is thatAddress Book offers a convenient way to organize how those contactsare displayed in the various contact selection list windows.You can access the various Contact Selection Lists depending onwhere you open the list. For example, in AB, click [Find], in ProjectManagement, click the binocular icon.STO uses the ‘Sort as’ field to display the contacts in the ContactSelection Lists; the ‘Sort as’ field allows you to customize how thecontacts are sorted. When you setup a contact (or a company), youcan accept the prefill from the ‘Name’ field, or enter the contact’sname as you want it to appear in Contact Selection Lists. For example,sort as “Portland; City of” rather than “City of Portland.” If you enter acompany name with an initial “The,” it is automatically placed at theend of the name; for example, “The ABC Company” becomes “ABCCompany; The.” If you are using this company in Estimating, limit yourentry here to 20 characters. The name you enter here will display inthe Spreadsheet name field in Estimate Subcontractor window.It is advisable to create a standard for entering information in the ‘Sortas’ field. Some companies prefer to have contact lists sorted by lastname, first name; others by first name, last name. Choosing eithermethod works, just make sure you are consistent. If some users areentering names in the ‘Sort as’ field using last names and others areusing first names, trying to find contacts in the Contact Selection Listsbecomes difficult and increases the chance that you will setup duplicate information in AB. I have also seen users modify the ‘Sort as’ fieldto show other information such as “DO NOT USE – XYZ Company” or“XYZ Company – City” to differentiate companies that have a similarname but different locations.If you need additional informationusing the ‘Sort as’ field, keep inmind that you can use the ‘What’s This?’ icon in STO. Simply clickon the icon then click on a field in STO, a help menu will appear withinformation about the field.Are You Getting the Full Value of Your TUG Membership?Membership in TUG has countless benefits – from networkingopportunities to resource centers designed to guide users toproductive solutions. Some of these valuable benefits include: Don’t miss out! Any questions regarding your membership,or any of these benefits, can be directed to the TUG office at:me@tugweb.com or 866.846.0999. You can also learn moreby visiting www.tugweb.com.TUGWeb AccessMonthly Webinar Training SessionsAnnual TUG National Users ConferenceTUG Talk Bulletin BoardReports & Inquiries LibraryTemplates Libraryu4uSage Enhancement RequestsVolunteer OpportunitiesLocal Chapters
News and Information for Users of Sage Timberline Office SoftwareFebruary 2012Managing Your Software Are You Legal? – Part Oneby: Scott M. LewisWinning Technologies, Inc.Software has become such an integralpart of business. There would be noway you could run your business intoday’s business environment without it.As expensive and frustrating as softwarelicensing is, it is just part of our businessnow, so we have to be aware of the legalissues that surround software licensing andhow to manage licensing within your ownbusiness.I have handled many software compliancyaudits and I am still amazed and sometimesbaffled as to why companies put themselvesat risk because they choose not to complywith software licensing laws. Software,like any other product, is the intellectualproperty of the people or company thatcreated it and, just like your business, ifsomeone wants or needs your productyou should have an expectation that yourbusiness will be paid for your product orintellectual knowledge.There are risks to your business and to theofficers of any company that is reportedusing illegal software. Software companiesare now very diligent and vigorously goingafter companies and software pirates thatare illegally using their intellectual property.If you are using illegal software don’t thinkyou will get off with a slap on the wrist,as there are legal consequences to usingillegal software, such as civil penalties andrisk of criminal prosecution, which couldinclude jail time.Properly managing your software has manybenefits. One of the most significant is costcontrol for budgeting purposes. Softwarewithin most organizations can be between25 and 35 percent of the annual IT budget.With that large of a budget impact it onlymakes good business sense that you wouldwant to manage how you acquire software,how much you are spending on it, and howto implement training processes around howyour employees are using your software.Software purchases should be anindividual line item within your annualtechnology budget, which would allowfor your software purchasesto be managed in an orderlymanner, along with identifyingpotential upgrades or annual fees.Managing the software budgetby line item allows you to moreeffectively anticipate your needsand reduce the risk of excessive spending when making softwarepurchases. Managing by line item also allows you to identify andreact to software that might not beproperly licensed.depending on your organizations individualneeds, and many of these programs comewith discounts and software assuranceprograms built into them. These programsare specifically designed to help reducethe risk that you will load and utilize illegalSome of the key items tomanage software include: There are many potential risks toyour business to consider whenusing illegal software and I amgoing to clear up a myth around software right now. When youpurchase software you are not reallypurchasing the software as youwould normally think about it. You’rereally only purchasing a licenseto use the software in accordancewith the licensing terms and conditions. Theactual ownership of the software remainswith the development company.There are many different licensing programsout there for businesses. However, mostorganizations will purchase an OriginalEquipment Manufacturer (OEM) license,which means that that particular licenseis licensed to that computer and cannot bemoved or transferred to another computer. Ifyou transfer or load that software on anothercomputer than that would be considered asoftware violation and would be illegal. Mostmajor software vendors have open licensingprograms, or volume licensing programsu5uBuy only the software that you needto run and manage your business.Ensure that your employees areonly using properly licensed andactivated software.Pay to upgrade only the softwarethat is being used within yourorganization.Take advantage of volume licensingprograms to standardize yoursoftware and lower costs.software and lower your overall cost ofownership, so it is worth your time to lookinto these types of programs and see whichone best fits your needs.Using illegal software does have somebasic business operational consequences.Software companies offer legal usersservices and value-added resources, suchas user manuals and other feature-specificdocumentation, notifications of problemswithin the software and how to fix them, usertraining on the software to help maximizeyour return on investment, support services,o Continues
February 2012News and Information for Users of Sage Timberline Office Softwareand the most important upgrades and fixesto the software application itself. These areall important benefits that you do not getwhen you are using an illegal version of thesoftware.Using illegal software comes with otherrisks that you might not be aware of thatcan severely cost your organization valuabletime and money. Purchasing software overthe Internet is very risky, and commonsense should tell you that Office does notcost 49.99 and if you think you are buyingit for that you should be aware of the riskyou are taking. First, it is an illegal copy,but many times these are test copies thathave bugs that can compromise or damagedata files. They can also be hiding virusesthat can compromise the security of yournetwork and allow someone else to haveaccess to your data or network. The resultof this type of virus is that the cost of repair,downtime and lost data can easily costmore than if you would have just purchasedlegal copies of the software to begin with.This is part one of a multipart articl
customized requirements and automated triggers. 22-7 Excel-Based Database Management and Workflow Using Sage Timberline Office Connector – Presented by Sage: Learn how you can use Sage Timberline Office Connector Query, Write and Import to utilize data you have in Excel, or place data in Excel from your Sage Timberline Office
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Conference Highlight: Project Management (PJ) Sessions. 5 "Bring Your Questions" Booth. 5 2012 TUG National Conference Session Descriptions . News and Information for Users of Sage Timberline Office Software January 2012 Register by February 29, 2012, and save 100! u 3 u Register today at www.tugconference.com Conference Agenda .
4 PARTNERSHIP PROSPECTUS CLICK FOR MENU AN INVITATION FROM TUG CHAIR, BRAD MAGUIRE (continued from page 3) TUG CONNECTS 365 WEBINAR SERIES n Since May, in only 8 months, TUG Connects 365 has attracted more than 3,200 live attendees across 64 TUG Hosted webinars
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