Sage Timberline Accounts Receivable Method 1 Integration

Claims integration for Sage Timberline allows a builder to utilise Framework's Claims Management Accounts Receivable Module while avoiding duplicate data entry into Timberline Claims.

For any queries about using Framework Integration, contact Insula Software.

Table of Contents

• Sage Timberline AR Method 1 Integration - Analysis
• Sage Timberline AR Method 1 Integration - Preparation
• Sage Timberline AR Method 1 Integration - Installation
• Sage Timberline AR Method 1 Integration - Profile Configuration
• Performing Sage Timberline AR Method 1 Integration
• Sage Timberline AR Method 1 Integration - Reference

Framework Integration performs the following functions: 

Exporting Progress Claims As Invoices

When a Construction Progress Claim in Framework is raised and invoiced, it is exported to a file suitable for import into Sage Timberline as an invoice. This procedure ensures Timberline is updated with new invoices issued from Framework.

Import Receipts As Payments

Receipts entered into Sage Timberline are periodically imported into Framework creating payments and updating the total amount of money received for invoices. This process ensures Framework has a record of monies received, enabling future invoices and statements to be accurately produced from Framework.

Checking Invoice Consistency

To ensure all invoice and receipt data in Framework and Sage Timberline are accurate, a consistency check can be run periodically to identify any anomalies in this data. This process ensures any incorrect invoice/receipt changes made by users in either Framework or Sage Timberline will be detected and reported.