In This Issue...
Happy Thanksgiving
New report writer for Master Buider
Year end closing classes
Direct deposits by email
Quick Links
Happy Thanksgiving
Everyone of us at CFO on the go would like to thank you for your loyalty to our solutions.

We also want to wish you a very Happy Thanksgiving.





 
November News and Events
for
Timberline and Master Builder
 
Dear Valued Clients,

Here is a list of Events and News you should find useful so that you can maximize the investment you have in your software. If this has not reached the right person, please forward this to the correct individuals(s).

Thanks,

CFO on the go
Master Builder Reports
Create your own Dashboards CFO on the go is in the process of creating a new report writer to make it easier to create your own reports. We are working with Stonefield Query who has already written these type of applications for a number of other Sage products including Timberline. This video will give you an idea of how easy it will be to use.

Short video on how to create a report

With this report writer you will be able to:
  • Create reports which were formerly locked

  • Create your own Dashboards

  • Schedule reports easily 

  • Microsoft Excel - Full Format.  This outputs to a Microsoft Excel spreadsheet but reproduces the layout of the report as closely as possible, including formatting and calculated fields.
  • Reports on multiple companies
  • Conditional formatting like Excel 
  • And more
Send an email to get registered for our first webinar on this new product, attendees will be eligible for our early adopter pricing. Register me please
Year End Closing Classes and Videos

It is just about that time of year again. You should have received an email from Sage about two or three weeks ago with information about videos that are available to you. Please note:  Sage will only support Master Builder V17 and Timberline 9.7 or 9.8.

We have two classes scheduled to help you prepare for year end:

2011 Year End Procedures for Timberline  

This 3 to 4 hour class is designed to review with users the processes required in each application for a successful year end close.

This training will cover:     

  • Backups
  • Closing
  • Archiving
  • Prior year adjustments (GL)
  • W2 (PR) and 1099 (AP) printing                    

Date: Wednesday,12/7     

Fee is a $175 donation to our Local Food Pantry  

Time: 1:00 pm - 5:00 pm, a 3 to 4 hour class

 

====================================================  

   

2011 Year End Procedures for Master Builder 

This 90 minute class is designed to review with users the processes required in each application for a successful year end close.

This training will cover:     

  • Backups
  • Closing
  • Archiving
  • Prior year adjustments (GL)
  • W2 (PR) and 1099 (AP) printing             

Date: Wednesday,12/8     

Fee is a $100 donation to our Local Food Pantry  

Time: 1:00 pm - 2:30 pm a 90 minute class

 

To register, please contact Jean at 800-659-5851 or Register me for the class, she will make sure that there will be a spot for you. Please act soon the enrollment is limited. Checks should be made out to:

 

 Community Food Pantry and mailed to us for delivery.

 

Master Builder Direct Deposit 

 

Are you providing direct deposits for your employees?

Are you tired of printing out stubs and mailing or distributing them?

 

Want to have them automatically emailed? Of course you do. Just think of the savings you will have.

 

Attend a short webinar to learn more.  We have two solutions.  Learn how both can help your company save postage and clerical expenses.

 

Scheduled for November 22, 2011 at 10:00am.  Call Jean to register today at 800-659-5851. 

 
These training events were based on client requests. Looking for something else? Just let us know what you would like and we will get it scheduled.

 

Sincerely,

Dennis Feidner
CFO on the go