This Advanced Crystal Reports class is perfect for users who are ready to take the next step in the evolution of designing reports with Crystal Reports. This course is loosely structured and is principally driven by the needs of the participants. We encourage users to bring in reports that they need help with to add to the overall learning experience. Typical topics covered are:

• Subreports – what are they and how do I use them?
• How to merge current and history transaction files
• Tips to increase reporting speed; such as using SQL expressions
• Simple ideas to make reports look more professional

* Student should have taken Beginner Crystal Reports or have similar experience prior to taking this course.

$495

Classroom

Beginning Crystal Reports XI

Aronson Technology Services is pleased to offer a Crystal Reports training session developed specifically for Sage Timberline Office. With the increasing use of Crystal Reports, particularly with Project Management, Billing, Property Management, Service Management and Purchasing and Inventory this two-day class is a must.

We will focus on the planning process as well as on ways to create, modify, and save simple designs. Starting with a foundation of database and Crystal Reports basics, our instructor will soon transition into advanced topics such as subtotals, grand totals, running totals, select feature (conditions), formulas, functions, conditional formatting, parameters, subreports, variables, and more.

You will learn through a combination of lecture and hands-on activities. Lab time will give you a chance to work with reports appropriate for your area of specialty, such as Job Cost or Property Management.

$990

eLearning

Beginning ODBC

Unlock the power of ODBC! We'll teach you what Open Database Connectivity means and how you can use it to make your work life easier! Learn how to create graphs in Excel with Timberline data, how to create AP Vendor labels in Word at the touch of a button, and populate fields in Timberline with direct input from Access! We'll start with ODBC concepts, and then take you through steps to get you started on your way to proficiency using this dynamic tool.

$295

Classroom

Beginning Report Designer

Timberline’s designer applications are the power behind your software – enabling you to access the information you need for effective decision-making. This two day beginner’s class teaches you how to use these powerful tools. Using a combination of lecture and hands-on activities, you’ll learn design basics for Report Designer on day one, and Financial Statement Designer and Inquiry Designer on day two. Whether you are in the construction industry, development, or property management, Timberline’s sample data is geared to allow you to get the most out of this class!

*Students should have several months working experience with Timberline before attending this class

Day 1 Report Designer
You’ll learn how to design your own custom reports and modify the existing reports that come with the software. We will cover Timberline data structure, data storage and data retrieval options, proper report design and layout techniques, editing, and presentation capabilities.

Day 2 Financial Statement and Inquiry Designer
How can I create a custom financial statement? The answer can be found by attending this class. We’ll teach you designs from basic to complex including entity comparisons, show what prefix groups can do for you, and how macros can streamline financial statement production. Learning Inquiry Designer will enable you to develop your own custom inquires, and we’ll walk you through the intricacies of the designs, jumps and all!

$495/day

Classroom

Core Module Workflow

These classes are designed for anyone who needs to understand and learn fundamental Timberline Office tasks. With an emphasis on daily processing, repetitive setup tasks (such as General Ledger account, bank account, vendor, job, and employee setup) and those that impact ongoing workflow are covered. The all day classes allow plenty of time to work through typical issues while the instructor is available to assist and answer questions. This is a great way to train new employees or cross-train staff involved in daily operations. Sign up for as many days as you need!

Day 1 General Ledger and Cash Management Workflow Learn the basic functions of the General Ledger & Cash Management modules. This class covers GL journal entries, making closed period adjustments, CM bank transfers, and the all important bank reconciliation.

Day 2 Accounts Payable Workflow
Get the fundamentals of vendor setup, invoice entry, error correction, check printing, and recording manual checks.

Day 3 Job Cost Workflow
This class will provide a good grasp of the basics and more. You’ll learn entry and import of estimates, subcontracts, purchase orders, owner and internal change orders, direct cost adjustments, percentages of completion, variances, schedules of value, billings and receipts, and job setup.¹ We will also cover error correction and month end closing.

Day 4 Payroll Workflow
This class is designed for staff who perform time entry, processing and printing of checks, generating direct deposits notifications, recording manual checks, report printing, and employee setup.

¹Some of these topics are also covered in the Project Management class.

$495/day

eLearning

Core Module Workflow

These eLearning classes are designed for anyone who needs to understand and learn fundamental Timberline Office tasks. With an emphasis on daily processing, repetitive setup tasks (such as General Ledger account, bank account, vendor, job, and employee setup) and those that impact ongoing workflow are covered. This is a great way to train new employees or cross-train staff involved in daily operations. Sign up for as many eLearning sessions as you need!

Day 1 General Ledger/Cash Management Workflow
This online class covers recording and posting entries in General Ledger along with closing periods and making closed period adjustments. In Cash Management, we’ll cover the edit register process, how to perform a bank transfer, and the all important bank reconciliation.

Day 2 Accounts Payable Workflow
Learn Accounts Payable workflow from start to finish. We’ll cover how to set up vendors, enter invoices and perform error correction, all the way through to selecting checks for payment and the print checks process. Recording manual checks, voiding checks, and posting are included in the training.

Day 3 Job Cost Workflow
This online class is designed for staff who perform entry of estimates, subcontracts, purchase orders, owner and internal change orders, direct cost adjustments, and job setup¹. We will also cover error correction and month end closing.

Day 4 Payroll Workflow
This workflow eLearning class is designed for staff who perform time entry, processing and printing checks, generating direct deposits notifications, recording manual checks, report printing, and employee setup.

¹Some of these topics are also covered in the Project Management class.

$295/day

Classroom

Estimating Fundamentals

This three day, in-depth, course is designed for all beginning Estimating users. Topics will include all aspects of setting up your database such as: phases, items, assemblies, formulas, and item tables. You’ll learn how to takeoff an estimate using different methods including quick takeoff, item takeoff, and assembly takeoff; we’ll also cover modifying estimates.

$1485

This eLearning class provides an overview of Inventory basics. How to setup database items as well as transferring stock between stocking locations or to jobs. In addition, inventory valuation options, requisition entry, and physical inventory tasks are also on the menu. We’ll be sure to point out our favorite reports as well.

$295

eLearning

Project Management

This eLearning class covers the setup and workflow of Project Management, as well as how to release a job to accounting. Learn to use inquiries and reports to track jobs and fully manage contract control in Project Management.

Day 1 Document Control
Gain solid skills to set up a job; create submittals, RFIs, and transmittals; record meeting minutes and correspondence - even create custom logs! We’ll also look at the new field reports included in version 9.5.

Day 2 Contract Control
Everything you need to track a contract and cost estimate will be covered on this day. We’ll start with entering cost estimates and contracts, followed by commitments (subcontracts/purchase orders), change requests, and change orders. By the end of the eLearning class we’ll also have covered forecasted cost at completion.

$295/day

Reduce your operating expense reconciliations to a mere touch of a button. Well, almost. Join us for this two part eLearning session where we will take you through the process of setting up recoveries and performing reconciliations for your lease portfolio. In addition, you will learn how to automatically escalate OPEX charges for the new year using budgets or percentages.

$590

This class details the setup of the Property Management application from the ground up. It also covers the setup tasks that are part of the ongoing PM process including: setting up properties, units, tenants, and starting leases.

$495

This eLearning class details the setup of the Property Management application from the ground up. It also covers the setup tasks that are part of the ongoing PM process including: setting up properties, units, tenants, and starting leases.

$295

With an emphasis on typical daily and monthly processing tasks, this is a class designed for lease administrators or others who will be performing ongoing workflow responsibilities. Lease management, generating rents, entering and posting cash receipts, and error correction are included.

$495

With an emphasis on typical daily and monthly processing tasks, this eLearning class is designed for lease administrators or others who will be performing ongoing workflow responsibilities. Lease management, generating rents, entering and posting cash receipts, and error correction are included.

$295

This eLearning class provides an overview of Purchasing basics. Learn how to enter requisitions, purchase orders, and change orders. Change the status of purchase orders by using receipts, return authorities, backorders, and invoicing to update reports and inquiries. We’ll also cover setting up database items.

$295

eLearning

Revenue Applications Setup & Workflow

This eLearning course provides the training you’ll need for using the Accounts Receivable, Contracts, and Billing applications. You’ll learn how these revenue applications work together and how they integrate with Timberline Office. Focusing on setup and workflow for each application, this eLearning class is designed for anyone who uses Accounts Receivable, administers Contracts, or creates Billings.

Take one, two, or all three days.

Day 1 Accounts Receivable Setup & Workflow
Learn how to set up customers and contacts, and customize entry views. We’ll cover the necessary AR workflow tasks, such as entering invoices, entering cash receipts, correcting errors through adjust receivables, and aging receivable balances.

Day 2 Contracts Setup & Workflow
Contracts and contract items are the main focus of this eLearning class. We’ll show you how to link your contract items to jobs and cost codes, and walk through the steps of approving contracts and contract items. We’ll discuss entering change orders, posting entries, and closing the month in the Contracts application.

Day 3 Billing Setup & Workflow
Learn the importance of markup tables, rate tables, standard items, and add-ons as well as how to set them up. We’ll cover both contract-based and cost-based billings, plus quick bill invoicing. Then it’s on to print and post invoices.

$295/day

This eLearning class provides workflow training for the Service Management module. It will cover use of the dispatch board for daily activities, the processing of work orders and purchase orders, maintenance of service agreements, inventory, and paging. We also discuss the General Ledger and Payroll interface, and synchronization with Accounts Payable and Accounts Receivable.

$295

eLearning

Year End Procedures

Don't be afraid of the year-end, spend part of a day with us and we'll guide you through the maze of year-end procedures and help you create a plan that will have you arriving at the holiday parties on time and in great spirits! Aronson Technology Services will teach you about the recommended year-end closing procedures you should perform, as well as specific tasks in Payroll, Accounts Payable, and General Ledger.

This informative session will give you practical instruction on topics covered in the Sage Timberline Office Year-End Procedures Guide.

Learn how to:

• Print W-2s and 1099s with increased ease and efficiency
• Perform closing procedures for Accounts Payable, Accounts Receivable, Cash Management, Payroll, Job Cost, and General Ledger
• Determine which Sage Timberline Office update to install for year end
• Plan ahead to perform file maintenance and data retention management tasks
• Process prior period adjustments
• Perform year end reconciliations
• Prepare for year end audits

$50