Raising Progress Claims

For progress claims to be exported to Sage Timberline, they must first be raised within Framework, indicating that they are ready to be invoiced.

Claims are typically raised by the input of construction progress on a regular basis. As a part of inputting progress information and either forecasting or completing construction stages, progress claims are raised.

For more information on raising progress claims refer to the Framework Claims Management documentation.

Invoicing Progress Claims

For progress claims to be exported to Sage Timberline they must first be invoiced within Framework.

Claims are typically invoiced using the batch claim process with Final Claims invoiced using the Claims Management screen.

Invoicing a claim typically involves the following:

• Applying an invoice number to the claim.
• Entering an invoice date for the claim
• Optionally entering a sent to client date for the claim.
• Printing and sending the claim using a tax invoice report.

For more information on invoicing progress claims refer to the Framework Claims Management Documentation.

Exporting Claims As Invoices

The following procedure describes how to export Framework progress claims to Sage Timberline as invoices. All claims invoiced that have not been previously exported will be included in this process.

Note: This procedure assumes that integration has been installed and configured with all site specific requirements.

Exporting Claims From Framework

1. Open Framework Integration .
2. From the File menu, select Open.
3. Select the .ini file for exporting claims.
4. Press the Start button. If the export output file already exists you will be prompted to overwrite it.
5. When integration completes, click the Close button.

When Integration Completes:

• Review the email sent by integration that indicates success/failure and lists any issues encountered.
• An import file (typically ARInvImport.txt file) will have been produced in the location specified in the .ini file.
• Any claims exported will have their Exported? field changed to Yes, preventing them from being exported a second time.

Importing Claims Into Timberline

1. Open Sage Timberline.
2. Open the Accounts Receivable module.
3. From the Tools menu, select Import Invoices.
4. Open the ARInvImport.txt file created by the export in the Import File field.
   
   
    
5. Select the Rejected Records File for any invoices that can not be processed correctly.
6. Configure the printer setup for the output of the import process.
7. Click the Start button.
8. When the import process has completed, review the output for any problems that may have occurred.
9. Post the invoices in accordance with your accounting procedures.

Note: For more detailed information on importing and posting invoices refer to the Timberline Accounts Receivable documentation.

Import Troubleshooting

A number of potential factors may result in an import being fully or partially rejected. Timberline's output of the import process will provide guidance on what issues there may be.

Once the issues have been resolved, the simplest way to integrate rejected items is to edit the Exported? field on the Claims dialog to No and re-perform the entire Export Claims as Invoices process.

Importing Receipts As Payments

The following procedure describes how to import Sage Timberline receipts as Framework payments. All new receipts not previously imported will be included in this process.

Note: This procedure assumes that integration has been installed and configured with all site specific requirements.

Importing Receipts From Timberline

1. Open Framework Integration .
2. From the File menu, select Open.
3. Select the .ini for importing receipts.
4. Press the Start button.
5. When complete, click the Close button.

When Integration Completes:

• Review the email sent by integration that indicates success/failure and lists any issues encountered.
• New payments will be visible in Framework with a payment type of Accounts Receipt (Net) or Accounts Receipt (Tax).

Checking Invoice Consistency

The following procedure describes how to perform a consistency check on claim and payment data between Framework and Sage Timberline.

Note: This procedure assumes that integration has been installed and configured with all site specific requirements.

Performing A Consistency Check

1. Open Framework Integration .
2. From the File menu, select Open.
3. Select the .ini file for performing the consistency check.
4. Press the Start button.
5. When complete, click the Close button.

When Integration Completes:

• Review the email sent by integration that indicates success/failure and lists any issues encountered.

Note: The consistency check does not change data in either Framework or Sage Timberline. It simply logs any consistency issues that must be resolved by manual user intervention.

Performing Integration - Automatic

1. From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
2. Select the location of the ini file.
3. Click the Open button.
4. Click the Start button to begin integration based on the settings in the selected ini file.
5. When the process has completed, click the OK button.
6. Select the Output tab to display a detailed summary of what was processed.
7. Click the Close button.