Page Comparison

Email Server Name

(Integration emails are sent via this server)

Email Server IP Address 

Contact Person

(IT contact person's name and email address) 

Do emails sent to this server HAVE to be from a valid user?

(To ensure emails are not rejected) 

If Yes, what is the valid user email address?

Is security needed to send emails to this server?

(To ensure emails are not rejected) 

If Yes, what is the:

• Username:
• Password:

Internal Staff Email Address

(Who will receive log emails)

Internal Public Folder Email Address

(A public folder to store emails) 

Insula Software Support Archive

integrationsupport@insulagroup.com.au

Accounts Receivable (AR) Managers

(contact person's name and email address)

Invoicing Staff/Contact People

(name(s) and email address(es)) 

Are they all based in the same location?  

Do staff run Timberline via Thin Clients (e.g., Citrix, etc.)? 

What is the Schedule of Claims?

Do you have multiple Claim Schedules/Templates? (e.g., HIA Contract; Payment on Completion) 

When are Post Contract Variations Invoiced?

• Amortised into the contract stages before going to site.
• As they are raised/approved.
• When going to site.
• When the work on the location is complete.
• At the end of the job with the Final Claim.

When are Building Variations Invoiced?

• As they are raised/approved.
• When the work on the location is complete.
• At the end of the job with the Final Claim.

Are invoices created daily or weekly? 

If weekly, which day?  

Are claims invoiced based on construction stage forecasts?

Invoice Number Format

• Job Number/Claim Number.
• Job Number - Claim Number.

Are Invoice Numbers sequential?

Tax Codes to be used in Timberline:

• TaxGroup (default: GST)
• TaxID (default: GST)

Timberline Billing Method:

• Billings
• Contracts

Timberline Contract Stage (Cost Centre) Codes for Billings Method:

• InitialDeposit
• BalanceDeposit
• BaseClaim
• FrameClaim
• LockUpClaim
• FixOutClaim
• FinalClaim
• Variations

Timberline Contract Codes for Contracts Method:

• ctrDeposit
• ctrTender
• ctrContract
• ctrBase
• ctrFrame
• ctrLockUp
• ctrFixing
• ctrCompletion
• ctrContractVar
• ctrConstructionVar

Folder location where ARInvImport.txt file is stored. 

Claims Rounding Method?

• Whole Dollars (Standard)
• Nearest 5 Cents
• No Rounding

Receipting Staff/Contact People

(name(s) and email address(es))

Are Receipt Numbers entered into Timberline? 

If yes, which field? 

• Cash Receipt ID - 'TPMT'