TimberScan
Does your company still use paper, e–mail and spreadsheets to track invoice approvals? Do you wish there was a quicker and more efficient way of going through this approval process?
As Authorized developers we get a Timberline tool kit that allows us direct access to Timberline. Invoices coded and approved in TimberScan flow automatically to Timberline. No duplicate data entry. Here's how it works:
Scan Invoices
- Comes with scanning software. It's easy to capture an invoice and all supporting documents in one record
- Supports different scanning automation methods for better efficiency
- Automatically names files and saves them without special data entry
- Can add additional pages to already scanned invoices
- Supports regular, recurring invoices and PO invoices
- Automates rush or priority invoices
- Checks can be scanned and automatically attached to invoice record
Automatically Routes Invoices
- Automatically routes images to the right person based on your business rules
- Simple coding utilizing Timberline lookups is all that is required to route invoices
- Define Vendors or GL codes that do not require invoice approval, i.e. mortgage payments, etc.
- Support multiple Timberline data folders
- Automatic pop-up or email informs approvers that invoices require approval – this is optional by user
Process and Approve
- The approver simply opens TimberScan and sees the invoices, PO's and other supporting documents associated with each invoice
- The approver is able to code the invoice exactly like it's done in Timberline. The list button will give you all vendors, commitments, jobs, properties, etc. Commitments pre-fill, commitment detail shows, all warnings and error trapping works just like in Timberline
- Supports multi-line distributions and multiple approvers per invoice
- Supports multiple approval levels based on user defined dollar thresholds
- Has built in e-mail linked to both Timberline's Address Book and Outlook for ease of use. Automatically attaches invoice as PDF
- Approver can route to another approver, cancel invoice or put on hold
- ONLY APPROVED invoices can be paid
- Invoices coded and approved in TimberScan automatically flow to Timberline without duplicate data entry
Track Invoices
- Know the status of all invoices, approved and unapproved, who is holding invoices and for how long
- TimberScan reports drill down to invoice level
- Invoices are automatically attached to the Timberline invoice record so you can view invoice images directly in Timberline
- TimberScan report menu allows you to filter reports based on many criteria including Job, Property, Vendor, Dates, etc.
Security and Data Integrity
- Maintains a detail log for each invoice showing all actions, who preformed them and when
- Contains a "shadow database" to keep track of original and changed entries, who made the change and when
- Administrator defines security rights by user
- Runs on the Microsoft SQL database
- Works with Citrix and Terminal Server
Affordable and easy to use
- TimberScan will pay for itself quickly
- Most clients are up and running with a few hours of training
Contact us today for more information.
