TimberScan

An AP automation program designed to work with Sage 300 Construction and Real Estate.

About TimberScan

TimberScan is the leading application designed exclusively for Sage 300CRE to automate its A/P approval process using built-in imaging technology.

First released in 2004, it is now used by over 1100 Timberline companies internationally with over 19,000 registered users. It has become the industry standard.

Main Features of TimberScan 3

Scan

  • 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

Product Overview

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