Information Assistant is ideal for employees who need the data, not the application. In addition to providing your staff with the information it needs to make better business decisions, Information Assistant can also help employees keep an eye on everything from insurance expirations to cost overruns with issue tracking.

Reports and inquiry access
Information Assistant puts accounting reports and inquiries in front of everyone who needs them.

• Include any standard or customized Sage Timberline Office inquiry or report on the Information Assistant menu.
• Customize menus and toolbars for instant access to the inquiries and reports used most often.
• Set up macros in order to print a series of reports with a single command.
• Attach comments to property or project information with online note feature.

Issue tracking
Add the power of automated issue tracking to help the project team keep an eye on everything from insurance expirations to cost overruns.

• Track any issue relevant to your business.
• Log issues into a spreadsheet-style grid.
• Classify issue by status, level of urgency, and desired follow-up method.
• Assign issues to responsible staff and notify them via your e-mail software.
• Link issues to inquiries or reports.
• Review and sort current issues with a customizable issue viewer.
• Set conditions to display only the issues you want to see.
• Set up macros for unattended process of tasks, such as issue reports.
• Drill down on issues to access accounting data that supports them.

Additional features

• Define security rights by user or group.
• Customize the toolbar for push-button access to reports, inquiries and tasks.
• Change on-screen descriptions to match your company's standard terminology.

View Screenshot
Information Assistant provides push-button access to Timberline reports and inquiries, without requiring access to one of the core accounting applications. It's the perfect tool for people who need the data, but don't want the accounting software to get it.

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