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The Ultimate Paperless Approval, Routing and Document Management System For Sage 300 Construction & Real Estate Formerly Sage Timberline Office Designed specifically for Sage 300 CRE formerly Sage Timberline Office

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Page 1: The Ultimate Paperless Approval, Routing and Document ... · The Ultimate Paperless Approval, Routing and ... TimberScan AIM ... ` Manual routing and distribution ` Built in email

The Ultimate Paperless Approval, Routing andDocument Management System For Sage 300 Construction & Real Estate Formerly Sage Timberline Office

Designed specifically for Sage 300 CRE formerly Sage Timberline Office

Page 2: The Ultimate Paperless Approval, Routing and Document ... · The Ultimate Paperless Approval, Routing and ... TimberScan AIM ... ` Manual routing and distribution ` Built in email

TimberScan AIM (Advanced Image Management)Can link to any record in Sage 300 CRE that supports file attachments. In addition, users can create document types for any document including those that don’t permit attachments – such as Service Management, Purchasing or Inventory. Using the power of AIM, the number of Document Types is virtually unlimited and documents are easily retrieved.

TimberScan, the ultimate paperless A/P approval, routing and management system is pleased to announce four new modules that significantly enhance its capabilities. TimberScan was created exclusively for Sage 300 CRE and has over 800 clients.

TimberScan Query Coming soon in 2014.

TimberScan Scheduler Coming soon in 2014.

TimberScan Capture Automates the invoice entry process.

` TimberScan Capture turns scanned images into coded TimberScan invoices, using OCR

` Allows users to easily define the exact location of key data entry elements on an invoice such as vendor name, invoice number, date, amount, etc.

` Memorizes each vendor’s invoice structure so that the next invoice from that vendor will be recognized automatically, reducing data entry up to 90 %

AcquireDocuments, Images, etc. Scan or Drag & Drop

ClassifyEasily links to any record in Sage 300 that supports attachments or to user defined document type

Distribute ` Manual routing

and distribution ` Built in email ` Automatically

distributes based on user’s business rules (Available 4th Qtr 2013)

Store/Retrieve ` Secure vault ` Audit trail ` Easy Retrieval ` Powerful reporting

IntegrateFully integrates with Sage 300 CRE

Page 3: The Ultimate Paperless Approval, Routing and Document ... · The Ultimate Paperless Approval, Routing and ... TimberScan AIM ... ` Manual routing and distribution ` Built in email

Main Features of TimberScan 3Acquire

` Includes advanced scanning software ` Provides highly automated batch scanning; no need to code,

categorize, name or route invoices ` Automates rush or priority invoices ` Scans checks and automatically attaches them to invoice records ` “Drag & Drop” emailed invoices directly into TimberScan;

no need to print and scan ` Supporting documents, such as receiving tickets, purchase

orders, lien waivers, etc. can be scanned and categorized

Code ` Data entry mirrors Sage 300 CRE (Timberline) with the same

lookups, warnings, error messages and distribution grids ` Invoices can be partially coded. For example, if data entry

operators do not know a cost code, they can leave it blank and an approver can complete the coding at a later time

` Provides total control of committed costs by reporting approved costs as well as those not yet approved. See immediately when an invoice exceeds the committed cost

` Supports multi-line distributions and multiple approvers per invoice

` Includes a Supporting Documents feature that makes it easy to attach receiving tickets, packing slips, purchase orders and other Supporting Documents to the invoice

Route ` Automatically routes images to the correct person based

on your company’s business rules ` Supports multiple Sage 300 CRE (Timberline) data folders

` Notifies approvers automatically that invoices require their approval. Approvers get one email per batch, not emails for every invoice

Approve ` Approvers simply open TimberScan to see invoice details

including all Supporting Documents ` Supports multiple approval levels and user-defined

dollar thresholds ` When viewing an invoice, approvers can run reports that

show all costs associated with a job or the companies they are working on. This includes costs already posted to Sage 300 CRE (Timberline) as well as costs still in the approval process

` Approver can skip, reject, or put invoices on hold ` Invoices coded and approved in TimberScan automatically flow to

Sage 300 CRE (Timberline) without duplicate data entry. Invoices automatically export to the A/P new file with no need to import

` ONLY APPROVED invoices can be paid

Exceptional Reporting ` Know the status of all invoices, approved and unapproved.

Also know who is holding onto invoices and for how long ` See all invoices in Sage 300 CRE (Timberline) in A/P, Job

Cost, G/L or Project Management ` TimberScan reports all costs from both TimberScan

and Sage 300 CRE (Timberline) on one report ` Highly developed filters make it easy to analyze

your data based on any criteria

Your Business Rules

TimberScan revolutionizes the A/P approval process

1 Acquire Invoices & Supporting Documents

2 Initial Coding3 Approver(s)

4 Final Review

5 Timberline

(Optional) Capture: reduces data entry by up to 90% and sometimes entirely

See scanned documents in Timberline

Exceptional Reporting

Page 4: The Ultimate Paperless Approval, Routing and Document ... · The Ultimate Paperless Approval, Routing and ... TimberScan AIM ... ` Manual routing and distribution ` Built in email

Client Testimonials

“ The biggest reason we purchased TimberScan was to eliminate the large number of paper being shuffled all over the office. Because of TimberScan’s automated approval process it’s a snap... with no paperwork. We now get invoices back from our approvers three times as quick. Sometimes I have them back on the same day. Our President, who is the final approver, is really impressed with his ability to view supporting documents.”Melissa Ferris | Accounting Manager

Fretz Construction

“ We love TimberScan! The main reason we purchased TimberScan was the accessibility of invoices to everyone. From the project managers to the President everyone is experiencing increased efficiencies with the ability to quickly see scanned images. Our COO can monitor outstanding invoices and it’s a fantastic management tool. And at the end of the month, we know who’s holding us up. The purchase has paid for itself in 2 to 3 months. With other vendors, when you say something doesn’t work, nothing happens. With TimberScan, you get changes via support within a week. I have never seen this type of response from a software company.”Mary Anderson | Chief Financial Officer

Hydro Construction Company

“ We save a gargantuan amount of time with TimberScan! No more filing, no more searching for invoices. I never worry as I can find any invoice from my desk at any time in an instant. The few times we have needed support the response times have been quick! Our project managers wonder why we didn’t purchase TimberScan sooner. They value their time and are thrilled they no longer have to hunt down paper.”Bob Scott | Controller

Thor Construction

“ We needed the flexibility of having approvers working at multiple locations and couldn’t afford having paper traveling all over. TimberScan paperless routing solved that problem and gave us better control over the approval routing. It’s now so easy to see who had the invoice and how long they had it. Support is great. Calls are returned quickly and you feel that you are more than just a number.”Mark Sistko | Controller

Rental Systems

Jupiter, FL 33458 | 914.244.4441 | core-assoc.com

You have to see TimberScan to truly

appreciate its power and flexibility.

Join one of our weekly web seminars by visiting our website:

timberscan.com

TimberScan® is a registered trademark of Core Associates, LLC

Secure, Affordable and Easy to Use ` Quick Payback – Reduces approval process by 50% or more. Eliminates numerous tasks and saves on paper, toner, storage fees, Express Mail fees and many other expenses.

` Does not require any additional licenses of Sage 300 CRE (Timberline)

` Runs on the Microsoft SQL database platform and ships with SQL Express

` Works with Citrix and Terminal Server for remote users

` Easy Implementation – Works like Sage 300 CRE (Timberline). Most clients are up and running within a few days.