Sage Timberline Office

9.7.0 Accounting Update 7

2011 Quarter 1

11-M | 28 March 2011

New AP Feature for T5018 Vendors

As of version 9.7.0, you can eFile T4s and T5018s through your Sage Timberline Office software. Find out more about eFiling.

The 2011 Q1 update (9.7.0 Accounting Update 7) contains a new tab in Accounts Payable Vendor Settings where you can enter additional T5018 vendor information. This information is used when eFiling T5018s.

After you install 9.7.0 Update 7, open Accounts Payable: Setup > Vendors and click the new T5018 tab. For each vendor that you want to receive a T5018, select the Vendor Receives Form T5018 check box and complete additional vendor information.

Tips:

  • Give yourself time to set up the new T5018 fields for each vendor that will receive a T5018.
  • All new fields can be updated via ODBC. If you need assistance with ODBC, contact your consultant.
  • If you previously used the Vendor receives a Form 1099 check box (Setup > Vendors > 1099 tab) for printing T5018s, you can create a list of those vendors to help. In Setup > Vendors, select [Condition]. In Field select Receives Form 1099. In Operator select Equal to. Select the Value check box and click [OK].
  • Find out more about eFiling.

When it is time to generate and eFile Form T5108, use Accounts Payable > Tasks > Government eFile and Reporting > Form T5018 (CAN) and follow the prompts. For details about the new T5018 tab and eFiling, see Accounts Payable Help.

Notes:

  • While you can eFile with your current 9.7.0 software, we recommend that you install the 2011 Q1 Update before eFiling your T5018s. eFiling is available with version 9.7.0 and later.

  • 9.7.0 Accounting Updates are cumulative. They contain the latest enhancements and solutions plus all enhancements and fixes from previous updates. If you have not installed 9.7.0 updates, you can install the latest update to get all the previous enhancements and fixes. Read the Release Notes for details.

  • Estimating Compatibility - 9.7.0 Estimating Update 6 is compatible with Accounting 9.7.0 Update 7. If you use both Estimating and Accounting and you install Update 7 to Accounting, you must install Update 6 to Estimating as well. If you use Estimating only, download and install 9.7.0 Estimating Update 6 to stay current.

  • Document Management - If you upgrade to Accounting 9.7 Update 4.1 or later and you also use Document Management, you must upgrade to Document Management 9.7.1 to maintain compatibility.

  • Upgrade Data - You will need to upgrade your data after you install the Q1 update. Refer to the upgrade notes in the installation instructions.

  • During the installation of Update 7, the system will automatically stop and start the World Wide Web Publishing service.

Download and Install the Update

Download 9.7.0 Accounting Update 7

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 7

  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 4 of the "Download the Software Update" section.
  4. Double-click 970AccUpdate7.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    7. Note: The update may take several minutes. Double-click 970AccUpdate7.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. Perform a complete backup of all Sage Timberline Office data and program files. We strongly recommend that you back up files on a regular basis.
  2. In TS-Main, select Tools > Upgrade Files.
  3. At the Do you have a current backup of your data folders window, click [Yes.]
  4. 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.
  5. 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.
  6. Click [Start]. The Print File Selection window opens. 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 4 of the "Download the Software Update" section.
  4. Double-click 970AccUpdate7.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 970AccUpdate7.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.

Prepare for eFiling

See the eFiling page for details on setting up your software for eFiling your T5018s.

Technical Assistance

Sage Customer Portal

Depending on your Sage Service Plan, you may log on to the Sage Customer Portal at https://customers.sagenorthamerica.com/irj/portal/anonymous/login to access any of the following services:

  • Knowledgebase: Find answers to your questions, access downloads, and subscribe to your favorite articles. This service is available online 24/7.
  • Live Chat: Chat online with a customer support analyst - a great option for quick questions. Chat hours are the same as our telephone support hours (see below).
  • Online Support Request: Submit an online support ticket when you have a non-urgent question. One of our call center support analysts will assist you. Online support hours are the same as our customer support call center hours (see below).

Sage Customer Support Call Center

Telephone Support: When you have a more urgent question or would prefer to speak to a customer support analyst directly, call us at 800-551-8307. Telephone support is available Monday through Friday from 6 a.m. to 5 p.m. Pacific Time with the following exceptions:

  • Every Thursday from 2 p.m. to 3 p.m. Pacific Time (closed for customer support staff meetings)
  • Standard United States holidays
  • Quarterly company meetings

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, please call 800-858-7098.

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