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timberscan - Techware Sage Reseller & Consultants · was developed to eliminate the risks of manual...

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timberscan ANNOUNCING TimberScan version 3 The Premier Paperless Invoice Approval, Routing & Management System Designed specifically for Sage 300 CRE formerly Sage Timberline Office
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Page 1: timberscan - Techware Sage Reseller & Consultants · was developed to eliminate the risks of manual processing ... Supports multiple approval levels and user ... TimberScan AIM will

timberscan

Announcing TimberScan version 3

The Premier Paperless invoice Approval, Routing & Management System

Designed specifically for Sage 300 CRE formerly Sage Timberline Office

Page 2: timberscan - Techware Sage Reseller & Consultants · was developed to eliminate the risks of manual processing ... Supports multiple approval levels and user ... TimberScan AIM will

TimberScan, the paperless approval software for Sage 300 Construction and Real Estate (Timberline), was the outcome of a mission to help Timberline users automate every aspect of the accounts payable process including data entry, invoice approvals, A/P managing and reporting. With the realization that accounts payable processing and approvals are arduous and time consuming, TimberScan was developed to eliminate the risks of manual processing and end the relentless paper chase that hampers timely approval of invoices.

TimberScan is very easy to use and quick to implement because it was written specifically for Sage 300 CRE (Timberline). All the key data flows directly from Timberline. Data entry is exactly the same as in Timberline with the same lookups, warnings, error messages and distribution grids.

TimberScan 3 is a complete rewrite of the original and acclaimed TimberScan program. utilizing the latest Microsoft programming tools, TimberScan 3 is even easier to use and more powerful.

TimberScan 3 revolutionizes the A/P approval process for Sage 300 cRE (formerly Sage Timberline Office)

� Paperless

� Powerful yet easy to use

� Automatic approval routing

� Exceptional reporting

� Total control of the approval process

1 Scan invoices & Supporting Documents

2 initial coding

3 Approver(s)

4 Final Review

5 Timberline

(Optional) capture Text: reduces data entry by up to 90%

See scanned documents in Timberline

Exceptional Reports

Your Business Rules

Page 3: timberscan - Techware Sage Reseller & Consultants · was developed to eliminate the risks of manual processing ... Supports multiple approval levels and user ... TimberScan AIM will

Main Features of TimberScan 3Scan

� Comes with advanced scanning software

� Provides highly automated batch scanning; no need to code, categorize, name or route invoices

� Automates rush or priority invoices

� Scans checks and automatically attaches them to invoice records

� Emailed invoices can be “Dragged & Dropped” directly into TimberScan; no need to print & scan

� Supporting documents, such as receiving tickets, purchase orders, lien waivers, etc. can be scanned & categorized

capture � Optional Capture Module turns scanned invoices into text

� Memorizes each vendors invoice structure so that the next invoice from the vendor will be read automatically

� Reduces data entry by 80–90%

code � Data entry is exactly the same as in Sage 300 CRE

(Timberline) with the same lookups, warnings, error messages and distribution grids

� Invoices can be partially coded. For example, if data entry operators don’t know a cost code, they can leave it blank and the approver can then complete the coding

� Provides total control of committed costs. Approved costs as well as those not yet approved are reported so you will know immediately when an invoice exceeds the committed cost

� Supports multi-line distributions and multiple approvers per invoice

� Comes with a supporting documents feature that makes it easy to attach receiving tickets, packing slips, purchase orders and other supporting documents to the invoice

Route � Automatically routes images to the right person based

on your company’s business rules

� Supports multiple Sage 300 CRE (Timberline) data folders

� Notifies approvers automatically that invoices require their approval. Approvers get one email per batch, not emails for every invoice

Approve � Approvers simply open TimberScan to see the invoice

details and all its supporting documents

� Supports multiple approval levels and user defined dollar thresholds

� When viewing an invoice, approvers can run reports that show all costs associated with the job or the company they are working on. This includes costs already posted to Sage 300 CRE (Timberline) as well as costs still in the approval process

� Approver can skip, reject, or put invoices on hold

� Invoices coded and approved in TimberScan automatically flows to Sage 300 CRE (Timberline) without duplicate data entry. They are in the A/P new file and there’s no need to import the data

� onLY APPRoVED invoices can be paid

Exceptional Reporting � Know the status of all invoices, approved and unapproved.

Also know who is holding onto invoices and for how long

� All invoices & supporting documents can be viewed while in Sage 300 CRE (Timberline) from A/P, Job Cost, G/L or Project Management

� TimberScan displays all costs from both TimberScan and Sage 300 CRE (Timberline) on one report

� Data mining and filtering tools make it easy to analyze your data based on any criteria

� custom reports can be created using our report designer – TimberScan Query

Security and Data integrity � Easily defines, modifies and maintains the automatic routing rules

� Maintains a detailed audit trail for each invoice. It displays every action, describing who, what and when things were done

� Powerful user level security

� Runs on the Microsoft SQL database and comes with SQL Express

� Works with Citrix and Terminal Server

Affordable and Easy to use � Quick Payback – reduces approval process by 50% or more.

It eliminates numerous tasks and saves on paper, toner, storage fees, express mail fees and many other expenses

� Does not require any additional licenses of Sage 300 CRE (Timberline)

� Easy Implementation – Works like Sage 300 CRE (Timberline). Most clients are up and running within a few days

Page 4: timberscan - Techware Sage Reseller & Consultants · was developed to eliminate the risks of manual processing ... Supports multiple approval levels and user ... TimberScan AIM will

client Testimonials

“ The biggest reason we purchased TimberScan was to eliminate the large number of paper being shuffled all over the office. Because of TimberScan’s automated approval process it’s a snap... with no paperwork. We now get invoices back from our approvers three times as quick. Sometimes I have them back on the same day. Our President, who is the final approver, is really impressed with his ability to view supporting documents.”Melissa Ferris | Accounting Manager

Fretz construction

“ We love TimberScan! The main reason we purchased TimberScan was the accessibility of invoices to everyone. From the project managers to the President everyone is experiencing increased efficiencies with the ability to quickly see scanned images. Our COO can monitor outstanding invoices and it’s a fantastic management tool. And at the end of the month, we know who’s holding us up. The purchase has paid for itself in 2 to 3 months. With other vendors, when you say something doesn’t work, nothing happens. With TimberScan, you get changes via support within a week. I have never seen this type of response from a software company.”Mary Anderson | Chief Financial Officer

Hyrdro construction company

“ We save a gargantuan amount of time with TimberScan! No more filing, no more searching for invoices. I never worry as I can find any invoice from my desk at any time in an instant. The few times we have needed support the response times have been quick! Our project managers wonder why we didn’t purchase TimberScan sooner. They value their time and are thrilled they no longer have to hunt down paper.”Bob Scott | Controller

Thor construction

“ We needed the flexibility of having approvers working at multiple locations and couldn’t afford having paper traveling all over. TimberScan paperless routing solved that problem and gave us better control over the approval routing. It’s now so easy to see who had the invoice and how long they had it. Support is great. Calls are returned quickly and you feel that you are more than just a number.”Mark Sistko | Controller

Rental Systems

timberscanJupiter, FL 33458 | 914.244.4441 | core-assoc.com

You have to see TimberScan to truly

appreciate its power and flexibility.

Join one of our weekly web seminars by visiting our website:

timberscan.com

TimberScan® is a registered trademark of Core Associates, LLC

� coming SoonTimberScan AiM (Advanced image Management):

AIM will expand TimberScan to handle ALL documents and image types. It will be tightly integrated with Sage 300 CRE (Timberline). TimberScan AIM will be able to attach images to any record in Timberline. OCR, routing rules and version control will also be available. Advanced Reporting will make finding documents easy and trouble-free. Powerful security features will keep sensitive documents secure. TimberScan AIM will be available as either a standalone program or as an add-on module to TimberScan. Projected release date 4th Quarter 2012


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