Sage Timberline Office

Software Alert 10-S

9.7.0 Accounting Update 2

June 28, 2010

9.7.0 Accounting Update 2 contains fixes for the Microsoft updates as well as all the enhancements and fixes found in 9.7.0 Accounting Update 1. For more information, read the Release Notes.

Main page

Release Notes

Install Update 2 with Sage Installation Manager

Audience

This issue may affect you if you use Sage Timberline Office Accounting 9.7.0 and your computer was recently updated with the latest Microsoft updates.

Notes:

  • 9.7.0 Accounting Update 2 is cumulative. It includes the fix for the issue listed below plus all enhancements and fixes from the previous update. If you have not installed Update 1, you can install Update 2 to receive all the fixes in Update 1. If you have installed Update 1, you can install Update 2 now.
  • If you use 9.5.0 or 9.6.0, please refer to Software Alert 10-Q which contains the resolution to this issue for your version. Software Alert 10-Q was sent on Friday, June 25, 2010.

Issue 1

Recent Microsoft updates may cause an error to display after closing Sage Timberline Office Accounting or Estimating 9.7.0 applications and tasks.

Notes:

  • No loss of data has been associated with the errors.
  • Sage Timberline Office 9.4.1 is not affected by these issues.
  • Work-arounds for this issue were described in Software Alert 10-P, sent on June 23, 2010. For a permanent solution, follow the instructions below to install Accounting Update 2 and Estimating Hot Fix 1.
  • For more information, log in to the Customer Portal and refer to Knowledgebase article KB1229.
  • If this issue applies to your company, but you are not the person who downloads and updates Sage Timberline Office updates, please forward this notice to the correct person in your company.

Issue 2

After upgrading to 9.7.0 Accounting Update 1, you may be uUnable to open eFile and reporting tasks in Payroll.

Issue 3

Some binocular and other icons display the word "false" next to icon. 

Solution

9.7.0 Accounting Update 2 address issues introduced by recent Microsoft updates.

To determine your software version:

  1. Start a Sage Timberline Office application.
  2. Select Help > About application.
  3. The software version is listed in the window.

Download Accounting Update 2

If you install new or additional Sage Timberline Office applications after installing an update, you must reapply the update.

  1. Click the link for your software to download a self-extracting file that contains the solution.

    9.7.0 Accounting Update 2

  2. When the File Download window appears, click [Save].
  3. In the Save As window, select a temporary location to save the file, and then click [Save].

    Note: This location must be available to all workstations where Sage Timberline Office Accounting is installed. For example, create a folder named Update (if it does not exist) under X:\Timberline Office\Accounting\WinInst or X:\Timberline Office\Estimating. Save the file to that folder.

  4. In the Download Complete window, click [Close].

Update the Server

  1. At the server or stand-alone computer, log on with full administrative rights.

    Note: Full administrative rights are defined as write access to the Windows registry and all the folders on the computer, including rights to the root of all hard disks. If you are unsure whether you have full administrative rights, ask your network administrator for assistance. Alternately, you can ask your network administrator to log on with the network administrator ID before you start the installation.

  2. Close all Sage Timberline Office and all Microsoft Office applications at the server and on all workstations.
  3. Browse to the location where you saved the file in step 3 of the "Download the Software Update" section.
  4. Double-click 970AccUpdate2.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    Note: The update may take several minutes. Double-click 970AccUpdate2.exe only once. You will receive a message when the installation is complete.

  7. The message This update has been installed successfully appears. Click [OK].

Upgrade Data

For optimal performance, Sage recommends that you upgrade your data from the server. Perform the Upgrade Files process only after the update has already been applied at the server. If you prefer to upgrade your data from a workstation instead, you must apply the update at both the server and the workstation before starting the Upgrade Files process.

  1. In TS-Main, select Tools > Upgrade Files.
  2. At the Do you have a current backup of your data folders window, click [Yes].
  3. Select to upgrade the current data folder or all data folders.
    • Select Current data folder to upgrade files in the data folder in which you currently work.
    • Select All data folders to upgrade files in all data folders that display in the Open Data Folder window. This may include data folders on other drives. With this option, the upgrade process can take a long time if you have many data folders.
  4. From the Files list, select all files. Do not select the Force file upgrade check box. This ensures only files requiring an upgrade are upgraded.
  5. Click [Start]. The Print File Selection window opens.
  6. In the File name box, type a name for the upgrade report file and click [Save]. The upgrade process begins in the background.
  7. Review the report when the process is complete.

Update Each Workstation

Update each workstation where you installed Sage Timberline Office.

  1. Log on to the workstation with full administrative rights.
  2. Close all Sage Timberline Office and all Microsoft Office applications on the workstation.
  3. Browse to the location where you saved the file in step 3 of the "Download the Software Update" section.
  4. Double-click 970AccUpdate2.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    Note: The update may take several minutes. Double-click 970AccUpdate2.exe only once. You will receive a message when the installation is complete.

  7. The message This update has been installed successfully appears. Click [OK].
  8. Repeat steps 1 through 7 at each workstation where you installed this Sage Timberline Office application.

Important: If you run the workstation install on additional workstations later, you must also install the update by following the instructions in this section.

Turn on Automatic Updates

If you turned off automatic updates to work around this issue, you can now turn this feature back on:

  1. From the Start menu, select Run, type sysdm.cpl and the press Enter.
  2. On the Automatic Updates tab, select the option Turn on Automatic Updates.
  3. Click OK.

Release Notes

Update 2

Fixes

  • Downloading recent Microsoft updates may cause an error to display after closing Sage Timberline Office Accounting 9.7.0 applications and tasks. Update 2 fixes this issue.
  • After upgrading to 9.7.0 Accounting Update 1, you may be uUnable to open eFile and reporting tasks in Payroll.
  • Some binocular and other icons display the word "false" next to icon. 

Update 1

Enhancement

Job Cost - Import as an approved estimate change
You can now import an estimate as an approved change. Select the Import as an Approved Estimate Change check box on Tools > Import > Estimates to create an approved estimate change transaction. The Approved Estimate Change and Total Estimate fields are updated.

Note: Production unit estimate amounts are always imported as original estimate amounts.

Fixes

Billing - Entering lines on a quickbill for a closed job
If you select not to continue adding lines to a quickbill on a closed job, items above the line are now included in the total, producing correct billing invoices.

General Ledger - Closing current period on selected prefixes
When running Tasks > Close Current Period > Prefixes, you can now use the date filter to select specific prefixes to close.

Job Cost - Non-costed tax in JC Reports
The following Job Cost reports now subtract the non-costed tax from the amount:

  • JC Category Summary as of Specific Date
  • JC Cost Code Summary as of Specific Date
  • JC Cost Spreadsheet with Date Range
  • JC Job Cost Summary as of Specific Date
  • JC Profit as of Specific Date

Printing - Document Properties on 64-bit workstation OS
The Document Properties window can now be closed or canceled. 

Printing - Document Properties and 64-Bit Windows 7
When you print a document or report from Sage Timberline Office, the Document Properties window no longer appears behind other windows.

Project Management - Estimating Interface
An error message no longer appears when you select a new estimate in PJ: Contract Control > Change Request > Price/Cost Estimate tab > [Estimate Change Request].

Payroll (Australia)

System log indicates missing information
 In order to create valid ETP Payment Summaries, the Employee record must contain the date of payment and the taxable and tax free amounts. The system log and summary page now indicate if this information is missing.

ETP errors logged only for employees receiving an ETP payment summary
 The system log and summary page now indicate errors in employee records when the employee is receiving ETP rather than when they receive an INB payment summary.

Payroll (United States)

Florida - XML file specification changes, effective Q1 2010 March 31, 2010.

Iowa - Quarterly Magnetic Media format change effective for Q2 filings July 1, 2010.

Louisiana - The Participates in EFT of quarterly UI taxes check box on the Magnetic Media Report Options window is now selected by default.

North Carolina - Magnetic media file fixed. The file will no longer be rejected by the state.

Federal

Form 941 changes for Q2 2010 filings
The Internal Revenue Service has released revised Form 941 (Rev. April 2010). The revised form is required beginning the second quarter of 2010.

Note: Form 941 Schedule B has not been changed; the 2009 Form 941 Schedule B is still acceptable for filing.

Form 941 changes in the knowledgebase
If you require the updated Form 941, but do not require the other changes included in 9.7.0 Accounting Update 1, you can download the updated Form 941 from the knowledgebase.
To access the report, log on to the Sage Customer Portal. Click Knowledgebase Search, then enter KB230029 in the Search box.

Setup employee changes to support 2010 W-2 form changes
A HIRE Act Qualified checkbox has been added to the Misc Info tab (PR > Setup > Employees Misc Info tab). Select this checkbox for employees who qualify for tax credits in the HIRE Act. This new checkbox will be used when printing the 2010 W-2s.

HIRE Act report available in the knowledgebase
A report on employees who may meet the requirements of the HIRE act is now available in the knowledgebase.
The HIRE act allows employers to take a tax credit if an employee was hired after February 2nd, 2010, is employed for 52 weeks, and as long as in the last 26 weeks of employment the wages are 80% of what they earned in the first 26 weeks the company receives another tax break in 2011.

The report is not designed to accommodate the wage comparison. It includes Weeks, Taxable, Subject-to and Tax amounts for employees with the HIRE Act Qualified checkbox selected in the employee setup and for checks from 03-18-2010 and 12-31-2010.

To access the report, log on to the log on to the Sage Customer Portal. Click Knowledgebase Search and enter KB273 in the Search box.

Project Management - Transmittals
You can now save your selection on the Transmittals For Approval and Attached check boxes.

Purchasing - Viewing data folders information
You can now view the correct data folder information in Items when you switch data folders and then open File > Company Settings.

Security - Saving Record Level Security in Desktop
You can now save record level security settings while Desktop is open.

Additional Support

Online Support Request

If you would like assistance with a solution and your service plan provides online customer support:

  1. Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Click Support > Self Service.
    This sends your request directly to Customer Support.

  3. On the My Requests tab under “Create,” click Customer Support Ticket.

  4. Complete the form to submit a support ticket directly to Customer Support.

Phone Support

If you prefer to speak to Customer Support and your Service Plan provides telephone support assistance, call Customer Support at 800-551-8307. Hours are Monday through Friday from 6 a.m. to 5 p.m. PT (Pacific Time).

Upgrading Your Service Plan

If your service plan does not provide online or telephone customer support and you would like to add or upgrade a service plan:

  1. Call 800-858-7098, or log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Select Anonymous Portal Access on right.

  3. Click Support > Self Service.

  4. On the My Requests tab under “Create,” click Customer Service Request.

  5. Complete the form to submit a service request.

 

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