Sage North America

Sage Timberline Office Inquiry Designer

Electrical or Mechanical Contractors

Sage Timberline Office Inquiry Designer

There's no reason to print a report when all you need is a quick answer from the system. Sage Timberline Office inquiries deliver information on-screen instantly. Our accounting applications come with more than 100 standard inquiries, each of which provides immediate on-screen access to business and accounting information.

Customize how you want your data to appear by modifying the pre-packaged inquiries or creating new ones.

Custom inquiry access
Use Inquiry Designer to provide customized, read-only access for anyone who needs it.

  • Create a set of custom inquiries for each employee tailored to specific job needs.
  • Access information from any Sage Timberline Office accounting application.
  • Design "jumps" linking summary information to supporting data (for example, tie customer balances to receivable items).
  • Choose from hundreds of formulas or create your own to crunch numbers.
  • Insert conditions to filter what gets displayed.

Inquiry viewing
In addition to customization capabilities of Inquiry Designer, employees have a number of options for modifying inquiries while viewing them.

  • Click on summary information to drill down to support detail (for example, drill down on an accounts payable invoice to see distributions and payments).
  • View information through table or form formats.
  • See additional information by adding columns (table view) or fields (form view).
  • Change conditions to display exactly the information needed.
  • View or insert electronic notes and file attachments to accounting records.
  • Access inquiries from a drop-down list on the toolbar.

Additional features

  • Set security by employee or group.
  • Modify controls to allow or disallow inquiry view changes by employees.
  • Customize the toolbar for each user for push-button access to commonly used inquiries.
  • Print accounting formulas for easy archival and analysis.
  • Move the toolbar anywhere on the screen.

View Screenshot
Inquiry Designer enables you to customize the presentation of the on-screen information, so that you can access the data most relevant to you or create your own from scratch.

Download more information in a printable PDF format.

 

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