Timberline Integration
Built on a Microsoft SQL platform, Sage Timberline integrates your accounting, job management,
estimating, and service management processes so you can maximize your company's productivity and have greater visibility into your business.
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Timberline Data Export
 Exporting data from Content Manager into Timberline can be performed in a variety of methods, depending on the document type and/or the client's internal policies and procedures. Data Exports eliminate duplicate keying, which is a goal of any Enterprise Content Management implementation.
Type Once Export
Type Once Technology allows data from Content Manager to be pushed directly into the AP Transaction Entry screen in Timberline. Users don't need to learn any new processes; the Type Once Export enters the data exactly as if a user had typed in the invoice manually, but much faster. Validation is performed interactively by Timberline as it always has. If an error occurs, the process is paused and the user is prompted to resolve the problem. If the AP user cannot resolve the problem immediately, the export can be canceled and the document routed to the appropriate user for correction.
Batch Export
This method eliminates the need for AP to see every document, while still ensuring that Timberline validates every invoice. An Import Template is provided to import batches of invoices directly into the system. Invoices appear as a new batch in Timberline and must still be processed by an AP user. To ensure
compliance and data integrity, Timberline
tables are never directly edited or modified.
Return to Content Manager Timberline Integration
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