Course Descriptions

Sage Software and Next Stage Software Solutions share an important vision: that training is a critical component of customer satisfaction. To be effective, training needs to be comprehensive, taught by knowledgeable and experienced educators and be accessible to those that need the training.

With this in mind, NS³ is a Sage Business Partner that provides Sage Timberline Office and Sage Master Builder training by Sage Certified Consultants. Through these programs, we provide increased access to training for our customers while ensuring the use of qualified, trained instructors and a curriculum that adheres to specific high standards.

Sage Timberline Office Construction Accounting Setup Classes
Sage Timberline Office Construction Accounting Workflow Classes
Sage Timberline Office Designer Classes
Sage Timberline Office Estimating Classes
Sage Master Builder Training Classes
Peachtree by Sage Training Classes
Crystal Reports Classes

Sage Timberline Office Construction Accounting Setup Classes

Setup and implementation classes help you address important business decisions that impact your construction accounting system setup. You'll cover topics such as putting together an implementation team and designing your company's system controls to meet your unique processing needs.

TS System, General Ledger & Cash Management Setup
This class begins with a discussion of Sage Timberline Office concepts and tools, issues in determining GL accounting controls, setup of the chart of accounts and financial reporting workflow procedures and reporting capabilities.

Payroll Setup
This class covers the complete setup of the Payroll system, including pay groups, departments, tax tables, union processing, rate tables, deduction, fringe calculations and employee setup.

Accounts Receivable & Contracts Setup
This one-day administrative class focuses on the integrated setup of these two modules. It also addresses the interfacing of these applications with other Sage Timberline Office modules. Topics include customers and contracts, standard and active contracts, contract items, change orders and accounting/interfacing controls.

Billing Setup
This one-day class is designed for administrative and clerical staff. It focuses on the setup and workflow of the Billing module and address interfacing with other Sage Timberline Office cost and revenue modules.

Purchase Order & Inventory Setup and Workflow
This one-day class provides an overview of purchasing and inventory basics, as well as site, data folder and item database setup. It also covers purchase order and change order entry, receipt and invoice entries, and purchasing tools. And we'll take a closer look at the stock and physical inventory tasks and the inventory tools included with the Inventory module.

Service Management Setup
This one-day class covers the setup of accounting employees, customers, equipment, service, fleet maintenance, sales leads, inventory, purchasing, service agreements, preventative maintenance tasks and paging services.

Project Management Setup & Workflow
This two-day class covers the setup and workflow of Project Management, as well as how to release a job to accounting. Gain solid skills to set up a job; create submittals, RFIs and transmittals; enter and issue contracts, change orders, commitments and commitment change orders. Plus, learn how you can use inquiries and reports to track jobs and fully manage contract control in Project Management. See how these tools put job costs, contracts and project updates at your fingertips.

Document Management
This class is designed for individuals that are responsible for system administration of Document Management. Document Management is an electronic document system that runs directly from the Sage Timberline Office Desktop. Learn how to store, organize, share and retrieve documents easily with Document Management. Replace the manual workflow of paperwork with the electronic workflow of Document Management and understand how it integrates with other Sage Timberline Office applications.

Sage Timberline Office Construction Accounting Workflow Classes

These classes are designed for accounting managers, operators, and anyone who needs to understand routine construction accounting processing tasks. With an emphasis on processing, only repetitive setup tasks (such as employee, vendor, job, and account setup) and those that impact ongoing workflow are covered. Plenty of lab time is included to work through typical processing issues while an instructor is available to assist and answer questions. These classes are a great way to train new-hires or cross-train staff involved in daily operations.

TS System, General Ledger & Cash Management Workflow
This one-day course is intended for the accounting staff that performs the recording of journal entries, recurring journal entries, and reconciliation of the General Ledger and month-end closing. We will also cover bank reconciliation and recording entries through the bank registers.

Job Cost Workflow
This one-day class is intended for the clerical staff who perform entry of estimates, subcontracts, purchase orders, owner and internal change orders, direct cost adjustments, percentages of completion, variances, schedules of values, billings and receipts, and job setup. This class is designed for companies that do not have Sage Timberline Project Management. If you own Sage Timberline Project Management, we recommend attending our Project Management course.

Accounts Payable Workflow
This one-day class is intended for the clerical staff who perform entry of invoices, preparation of invoices for payment, check printing, recording of manual checks, invoice editing and vendor setup.

Payroll Workflow
This one-day class is intended for the clerical staff who perform time entry, processing and printing checks, generating direct deposit notifications, recording manual checks, report printing, and employee setup.

Accounts Receivable, Contracts & Billing Workflow
This two-day clerical class focuses on customer and contact setup, standard and contract/contract item setup, job-linking, entry of manual invoices and cash receipts, adjustments to invoices and cash receipts, retainage billing, change orders and closing procedures. Topics include rate tables, markup tables, add-on tables, accounting/interfacing controls, setup of invoice formats, generating and changing work-in-progress, entering worksheets, generating invoices, changing invoices, previewing invoices, printing final invoices, and posting.

Service Management Workflow
This class covers the use of the dispatch board for daily activities, the processing of work orders and purchase orders, setup and maintenance of service agreements, inventory and paging. It also covers interfacing to General Ledger and Payroll, and synchronization with Accounts Payable and Accounts Receivable.

Sage Timberline Office Designer Classes

Sage Timberline Office Estimating Classes

Estimating Fundamentals
This course is designed for all beginning estimating users. This two-day course includes instruction on using Sage Timberline Office Estimating software and database setup. It is a hands-on course that will show you how to use the software and how to build or modify an estimating database including items, formulas and assemblies.

Estimating Extended
Attendance of prior Estimating classes is required. Students should have a thorough understanding of Sage Timberline Office Estimating to attend this class.
This one-day class will cover model takeoff topics including model interviews and model generation, display options, disconnecting from questions, and regenerating a model after modifications. Also included in this course is a comprehensive look at creating and formatting models that contain items, assemblies, images, numeric questions, look-up questions, text questions, yes/no questions, and Q-formulas. You might think of a model as a complex or super assembly which includes items and assemblies or as a template where you answer questions and fill in the blanks to provide the information necessary for your estimate.

Models
Model takeoff is a convenient method used to select items to include in an estimate and calculate their takeoff quantities. With models, however, the amount of input is greatly reduced. This class will cover model takeoff topics including model interviews and model generation, display options, disconnecting from questions, and regenerating a model after modifications. Also included in this course is a comprehensive look at creating and formatting models that contain items, assemblies, images, numeric questions, look-up questions, text questions, yes/no questions, and Q-formulas. You might think of a model as a complex or super assembly which includes items and assemblies or, as a template where you answer questions and fill in the blanks to provide the information necessary for your estimate. Students should have a good understanding of Sage Timberline Office Estimating Extended prior to attending class. A prerequisite* for this class is our Estimating Fundamentals class, which covers the essential foundation of the software.
*Extended users must attend both days of Estimating Fundamentals

Buyout
This class covers the basic workflow of Buyout, as well as how Buyout works with other Sage Timberline Office applications, such as Estimating, Job Cost and Address Book. Using a familiar spreadsheet format, you can sort estimate items into groups of similar materials, produce quote sheets for requesting prices, record and track all prices received, compare prices and select vendors, issue purchase orders and send commitments to Job Cost or Purchasing.

Sage Master Builder Training Classes

Estimating Fundamentals
This one day class will cover the following estimating functions: Parts Import · Creating a simple takeoff · Enter a new Job · Customizing the takeoff grid · Using takeoff templates · Entering parts · Understanding the fields of the parts table · Understanding part class structure · Creating part and assembly classes · Methods for updating takeoff values

Project Management I
This one day class will cover - Overview of Job Costs · Review of Job Cost Reporting · Utilizing the Project Work Center · Customizing the Project Work Center · What is the Hot List? · Budgets and Proposals · Entering a Budget · Setting Original Budget · Creating Budget Templates · User Defined Cost Types · Creating a Proposal from a Budget · Proposal by Cost Code or Bid Item · Change Orders · Purchase Orders · Subcontracts · Subcontract Change Orders

Project Management II
This one day class will cover - Job Costs Reconciliation and Cost to Complete · Reconcile Job Cost to G/L · Using Cost to Complete · Advanced Reports · Document Control Module · RFP's and RFI's · Transmittals/Submittals · Daily Field Reports · Correspondence · Project Hot List

Report Writer Fundamentals
This one day class will cover - Form Design vs. Report Writer · Naming and Saving Files · Form Design Tools · Moving objects · Inserting Text · Inserting Graphics · Inserting Global Calculations · Creating Multi Page forms · Report Writer Basics · Move Fields · Inserting Fields and Headers · Formatting Fields and Lines · Report Writer Wizard · Create a simple custom report · Add subtotal and total lines · Formatting a custom report

Peachtree by Sage Training Classes

Peachtree Accounting Getting Started & Processing Class
This one day class will help those who are just getting started and those who want to know if their software is properly setup. It is also helpful for those who are interested in setting up new features in the program not currently being used. This guide is designed to help you learn more about processing all types of transactions and how they affect the general ledger and financial statements.

Peachtree Accounting Beyond The Basics & Mastering Class
This one day class will teach you how to handle tricky transactions, how to perform month-end and year-end processing. You'll also learn how to understand the general ledger and important financial reports. You'll learn how to take your Peachtree Accounting to the next level. You'll learn tips and tricks and how to utilize the more advanced features of the program.

Crystal Reports Classes

Crystal Reports for Timberline I
This class is intended for an accounting manager, project manager, or system administrator who needs to design forms and reports. The class will focus on the planning process, as well as on ways to create, modify, and save simple designs. You will learn through a combination of lecture and hands-on activities. Lab time will give you a chance to work with reports appropriate for your area of specialty, whether that's Accounting or Property Management. In this one day class we will cover design and database basics such as starting a report, adding multiple tables, proper linking, conditions (select expert), grouping and totals.

Crystal Reports for Timberline II
This class will cover formulas, sub reports (link sub reports, unlink sub reports, and on demand sub-reports), variables, creating some advanced reports, conditioning and section formatting.