- Information Technology Outlook - Crystal Report and Timberline Consulting

1	ITO's Sage 300 CRE Waiver Management System	17	ITO's Sage 300 CRE PM Water and Sewer System
2	ITO's Sage 300 CRE Credit Card Invoice Generator	18	ITO's Sage 300 CRE AP and GL Consolidator
3	ITO's Sage 300 CRE Human Resources Package	19	ITO's Sage 300 CRE Security or Mall Deposit Tracking
4	ITO's Sage 300 CRE MICR Check Printing System	20	ITO's Sage 300 CRE Check Clearing System
5	ITO's Sage 300 CRE Check Printing System Spanish	21	ITO's Sage 300 CRE Owner's Affidavit
6	ITO's Sage 300 CRE Reconciliation Master	22	ITO's Sage 300 CRE Payroll Time Import
7	ITO's Sage 300 CRE Time and Material Billing System	23	ITO's Sage 300 CRE Document Tracking System
8	ITO's Sage 300 CRE PM Rent Roll Email System	24	ITO's Sage 300 CRE Phone Log
9	ITO's Sage 300 CRE Currency Conversion System	25	ITO's Sage 300 CRE Checks Log
10	ITO's Sage 300 CRE Projected Cost	26	ITO's Sage 300 CRE Combined JC & AIA 305 Creator
11	ITO's Sage 300 CRE Subcontract Invoice Generator	27	ITO's Sage 300 CRE Pencil Copy AIA Generator
12	ITO's Sage 300 CRE Bank Draw Generator	28	ITO's Sage 300 CRE Microsoft Word Subcontract Generator
13	ITO's Sage 300 CRE Commitment / CO Entry System	29	ITO's Sage 300 CRE Payroll Local Tax W2 Accumulator
14	ITO's Sage 300 CRE Mass Subcontract/PO Generator	30	ITO's Sage 300 CRE PO Inclusion/Exclusion System
15	ITO's Sage 300 CRE Payroll Company Payoff	31	Other
16	ITO's Sage 300 CRE Subcontractors Direct Deposit

ITO's Sage 300 CRE Waiver Management System

Overview

The increased litigation in the construction industry has made it more important than ever to better manage communication with owners and subcontractors and to have proper documentation. In theory, no work is to be started prior to having such documentation. In reality, it is a constant struggle to collect insurance information, signed contracts, approved change orders and of course a signed waiver. The check is normally held until all these documents are received.

Benefits

WMS software allows you to generate, track and manage different waiver formats, hold and release checks, update insurance information and track received signed copies of contracts information directly to/from Sage 300 CRE all in one location without using licenses of Accounts Payable and Job Cost.

Key Features

* Printing Waivers: Allows for the printing of multiple waiver formats within any check range with a push of a button.
* Waiver Status: Automatically determines the waiver status of Final or Partial and prints the correct form.
* Required Documentation Reminder: Prints a list of needed insurance and signed subcontract and change order information on the cover letter of the waiver.
* Required Documentation Update: Directly update Sage 300 CRE insurance information, subcontract requirement and change order from one screen that is equipped with a spell checker and an undo button.
* Checks to Hold/Release: Generates a "Checks to be Held Report" and a "Checks to be Released Report" based on subcontractor compliance.
* Final Payment Waiver: The system also generates a second final waiver with a waiver amount covering the entire contract instead of only the check amount.

* Waiver Tracking: The system allows you to track receiving all Waivers and Secondary Waivers as well.

System Requirement

Microsoft Access 2000 or 2003 - Crystal Reports 8.5 or Higher – Sage 300 CRE’s ODBC Driver

Connectivity

Connects to Accounts Payable and Job Cost

Flexibility

Could be customized to fit your processes

Contact us for more information and an online product demonstration