Framework Preparation
ForFor Sage Timberline Accounts Receivable Method 22 Integration to be successful there are several requirements to be aware of:
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When an invoice is created in Sage Timberline it is allocated to a Cost Codes. These Cost Codes must be created for a job before the first invoice is exported in integration.
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| There is no automated way for integration to create these Cost Codes. It is recommended that Cost Codes be created for all jobs as soon as the job is created by Accounts Integration. Use the integration log to know which new jobs have been created. Claims Integration will fail if Cost Codes have not been created for a job. |
Invoice Numbers
Invoice numbers used when invoicing in Framework must be unique and must not have been previously used in Sage Timberline.
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For all of the jobs that are to be integrated, both Framework and the accounting system must contain the same invoices and receipts as each other, establishing a clear starting point for automated integration. For assistance with this reconciliation and for any mass data updates, contact Insula Software (seeContact Insula Software).
Claims Integration Pre-Requisites
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The receipting of the deposit into Timberline will create the deposit in Framework, ensuring the jobs are reconciled between the two systems.
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| Not following this procedure and recording the deposit amount in Framework will result in the deposit being doubled when integration is performed. |
With this procedural change, Framework will show an 'initial deposit' of zero (0) and separately the integrated deposit from Timberline. This is normal and the Framework initial deposit entry should be ignored.
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