Sage 300 CRE formally Timberline Office Training:
When installing a new software system, minimizing disruptions to your business is essential. Our Project Managers achieves this by creating project schedules and allocating experienced and qualified consultants to work closely with the end users to ensure the implementation is as smooth as possible.
Classroom Training:
Class can be scheduled that fit into your schedule. Our training facilities are located in Brentwood, Tennessee. Below is a list of available classes. To schedule a class there must be a minimum of four (4) students.
Class Information:
$350.00 per day / per attendee
Group discounts are available for multiple persons from the same company attending class simultaneously. Call for pricing.
All Classes begin at 9:00 AM CST.
Sage 300 CRE formally Timberline Office Class Descriptions:
Accounting Workflow - Fundamentals for new users or experienced users looking for more step by step training on daily setup and basic workflow for GL/Cash Mgmt (day1), Job Cost (day2), AP (day 3), & Payroll. Classes are scheduled Monday through Thursday. (4 Days)
Accounts Receivable / Contracts Workflow - This is the foundational class for the Revenue applications, and will take you through the operational workflow. Learn how Accounts Receivable can be used with or without the Billing module to manage all customer activity. Learn how to set up and use Contracts and much more. (2 days)
Billing Setup & Workflow - Taught back to back with the AR class, in this class we will teach you how to create invoices based on costs or set contract prices, use Quick Bill, apply mark-ups, rate tables , add-ons, print invoices and much more. (2 Days)
Desktop Overview - Learn to configure a digital dashboard linking you to all of the information and functionality needed to efficiently handle you and your employee's unique responsibilities in a single location. Review mission critical information and initiate tasks in the software based on your role in the organization. Online Training is scheduled when requested for this 1.5 hour session.
ODBC Interface - A one-on-one style training. We will set up a "live link" that will bring your data into Excel and allow you to "refresh" your spreadsheet from current job files. You will also cover exporting your customer/vendor files into Word for labels, letters, etc. (1 Day)
Project Management - Project Managers can now manage jobs from the start of the bidding process through completion. This class will cover the details of managing; subcontracts, purchase orders, change orders, submittals, transmittals, and RFI's. (2 days)
Purchasing & Inventory - This two-day class covers setup and workflow for the purchasing and inventory modules (one day for each module)..
Report Designer Beginner - Covers custom reports, data structure and creating/modifying reports using the Report Designer module. (1 day)
Report Designer Advanced - Sophisticated custom report design using Sage 300 CRE formally Timberline Office Report Designer module. Students will create complex reports, incorporating formulas as well as ODBC fundamentals. (1 day)
Service Management Setup & Workflow - This two-day class covers setup and workflow for the Sage 300 CRE formally Timberline Office Service Management core module. (2 days)
STO Year End - Covers year-end reporting and closing procedures for AP, GL, JC and Payroll. A great way to get some help for year-end, establish year-end procedures and to ensure software efficiencies for your company. (1 day).
OUR GOAL : K&A's goal is to provide cost effective software & technology solutions that improve the efficiency & profitability of your construction and service business. Our years of experience and consultative philosophy has provided us with the knowledge and reputation needed to help companies like yours get to the next level.
