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 Validation
 Data validation is a critical component of the Timberline® integration with Content Manager. Data validation ensures that the document management system is operated on correct, clean and up-to-date Timberline data. Often this process is carried out for the purpose of making Timberline data available to end-users without giving them access to the Timberline software. It also ensures data consistency between the two programs and eliminates manual entry. Popular data validation includes Data Lookup and Commitment Pull.
Data Lookup
Lookups, like in Timberline, provide an easy way to ensure users input valid information into the appropriate fields. Lookups can be as simple as showing a list of vendors, or as complicated as providing the user with a list of valid cost types for the company, job and phase that they have entered for a particular invoice detail line. Lookup fields are typically configured to mirror Timberline, but may be customized to customer requirements if necessary.
Commitment Pull
Content Manager's standard detail grid provides a great way to code invoices; however, for those invoices that have the coding lines already setup in Timberline, implementing the Commitment Pull feature is a great advantage. The Commitment Pull provides real-time access to Timberline's Job Cost data from Content Manager. Users are presented with a grid showing all lines in Timberline for that particular commitment. Users then select lines that apply to that invoice and enter the current amount for the line item being approved.
Advanced Validation
Timberline clients that have advanced validation needs, a solution feature provided allows for customer-created Stored Procedures to be executed when a user attempts to approve a document. The Stored Procedure will have access to any field value from the document and when completed will return a warning or error message stating the reason the document failed validation. If the information validated successfully, the user sees nothing and the document is approved. Stored procedures can include verifying that the subcontract has been signed, insurance is up to date and a lien release is present.
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