Sage Timberline Office News & Tips
I Sent a Holiday Card to... Oh Wait, Did I?
Help! How can I track which Accounts Payable vendors we send holiday cards to each year?
Every year my company sends holiday cards to all of our vendors. It would be convenient to have a way to use Accounts Payable to track who we've sent cards to. Can I use Sage Timberline Office to record and report on our sent holiday cards?
Yes! Just follow the steps below to create a custom field that tracks which Accounts Payable vendors you sent holiday cards to:
- From the File menu, select Company Settings > Custom Fields (for version 9.5.x and later) or
Data Folder Settings > Custom Fields (for version 9.4.x and earlier). - In the Available Records list, select AP Vendor.
- Click [Edit] and then click [Add].
- In the Description box, type Sent Holiday Card.
- In the Type section, select Check box.
- Click [OK] and then click [Close].
- Click [OK] to close the window that appears.
Note: Upgrade your files to add this custom field to your other data folders. The next time you use the Upgrade Files tool in TS-Main (Tools > Upgrade Files), vendor custom fields from other data folders are added to the vendor custom fields in the folder you upgrade.
See the Sage Timberline Office online Knowledgebase article KB83134 for more information about how to upgrade files. - In Accounts Payable, from the Setup menu, select Vendors.
- Click [List], select a vendor, and then click [OK].
- Press ENTER, and then select the Custom Fields tab.
- You now have a check box that you can select to indicate that you sent this vendor a holiday card.
You can use this field on reports and in conditions. - Click [Save] and then click [Close].
This article is available in the Sage Timberline Office online Knowledgebase by searching for KB146000.
This solution and many others are available online to those customers who are on a current service plan. For more information on service plans, call Integrated Computer Systems Support at 425-820-6120.
