Lose the Paper, Not the Journal!

Submitted by Ledgerwood Associates Certified Consultant, Kyle Zeigler.

Sage 300 CRE / Timberline Tip!

Sage 300 CRE/Timberline Office users love the software, but often grumble about the stacks of paper that print out after clicking the “Finish” button at the end of common tasks. These entry and posting journals document the changes that were made in the current module and each interfacing application.  Even the simple entry of a few invoices can result in several pages that chronicle the effects on Accounts Payable, Job Cost, General Ledger, Billing, etc.

Some users review the journals and then store or shred them, while others print them to an online “junk” file, never to give them a second thought.  With Sage Timberline Office version 9.8 you can maintain easy access to your journals and never print them again!

Store journals in a way that fits the needs of your company with the Automatically Print Journal to File feature in Sage Timberline Office version 9.8. The setup is relatively simple and you can specify folders and assign the naming conventions you prefer. Do you want separate journal folders for each task within each application?  How about for each user, or just each date?  Would you like the files named by user, or by the task and date?  It’s entirely up to you!

To access the feature to Automatically Print Journal to File:

  1. Go to the “Tools” menu of any Sage Timberline Office application.
  2. Select “Options”.
  3. Then click on the “Journals” tab. 
  4. Click on the Help menu to get step-by-step instructions.