Sage Timberline – Creating a Macro

Learn Macros!

Sage Timberline Office a.k.a. Sage 300 Construction and Real Estate allows construction and real estate firms an opportunity to streamline workflow and processes between departments to improve accounting efficiencies. This blog will provide information on how to create a macro.

Creating a macro to run the Timberline software unattended can be very handy if you run a large number of reports often. You can automatically run reports you currently generate individually and eliminate the need to manually enter the information needed to run these reports. The macro will run in the background and perform those tasks for you while you are away from your computer. 

The macros must be created from within each module (e.g. Accounts Payable, Accounts Receivable, etc). You can’t create it within the Sage desktop. To create a macro, open up a module and go to Tools à Macros. A window will open that says “untitled” and you can create or open a macro from this window. Click on the add step, select something from the menu bar at the top of the screen and choose a task, report, inquiry, etc. The options that are not available will be grayed out. You can even set up a macro to print checks in AP. I would suggest the macro for printing AP checks only if you have a large quantity of checks to print.

You can run the operation unattended. Just click start and it can run without any other values being entered. It will bring up the normal screen you would see if you were running the report manually. It will then ask what you want to do if it can’t run the task. You can continue to try or you can stop and it won’t complete any other tasks within the macro if all other tasks depend on this first task.

Continue to add tasks from any module as desired. You must save and close the current macro and open the module for the next task you want to add to that macro. For example, if you want to run a macro for month-end job costing you can run an AP open invoice report to show all open invoices for a particular job, go into billing and run a billing/invoice report, then go into job cost and run a committed cost report or job cost billing summary to show what your profit margin was for any job. The macro will run sequentially based on the order in which the steps are set up.

You can choose whether or not you want to change the dates or other info before the macro runs and it will also ask what you want it to do once the macro has finished the first task. You can direct it to stop or continue on with other tasks. Go to the macro and select the one you want to run, then click on “run.” The screen will ask you where you want to save your reports. You can choose to change any of the report dates as necessary. A notice will indicate the macro has started in the background and you can view the status in the background task window. It won’t delete any of the tasks inside the macro and can be run repeatedly as you desire.

Macros are great tools if you have a lot of reporting to do – they eliminate manual entry and the risk of errors, and improve efficiency because they run reports while you move on to other tasks.

Written by:
Annie Terracciano
TGG Accounting
 
 

 

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