Sage Timberline Office | Inquiry Designer
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Inquiry Designer (61 KB .pdf)
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Inquiry Designer
There's no reason to print a report whenever you need a quick answer that's in the system. Sage Timberline Office inquiries deliver information on-screen instantly.

Sage Timberline Office accounting applications come with more than 100 standard inquiries, each of which provides on-screen access to business and accounting information.

With Inquiry Designer, you're able to customize the presentation of the information contained in each of these inquiries, so that you can access the data most relevant to you or create your own from scratch. When designing inquiries you can include data from any Sage Timberline Office application, and apply any formula, condition or note you choose.

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 job needs.
  • Access information from any Sage Timberline Office accounting application.
  • Design "jumps" linking summary information to supporting data (e.g., 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 (e.g., 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.

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