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How do I ensure a smooth data migration to a new server?

Want to keep track of correspondence with a particular Accounts Receivable customer within Sage Timberline Office?

How do I ensure a smooth data migration to a new server?
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Now that my year-end processing is complete, I am ready to move my Sage Timberline Office Accounting and Management products to a different server. How do I ensure that I migrate my company’s data and my customization correctly?

Because there are many variables specific to your Sage Timberline Office installation, read KB241 in our online Sage Knowledgebase for information and considerations to help ensure your migration goes smoothly!

Want to keep track of correspondence with a particular Accounts Receivable customer within Sage Timberline Office?
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Article ID: KB200018

If you have correspondence with a customer regarding a particular invoice, cash receipt, or contract, you can record this directly within Accounts Receivable by following the steps below:

1. In Accounts Receivable, from the Tasks menu, select Correspondence.
2. In the Correspondence window, enter the date, time and item ID for this correspondence in the appropriate boxes.
3. On the Memo tab, enter general information and comments about the correspondence. This tab records the type of correspondence that has taken place, whom it was with, and details about the conversation or subject.
   Tip: You can use [Conditions] to locate existing correspondence items by customer, contract, job, invoice, cash receipt, date, or contact.
4. Click the Regarding tab and enter detailed information about the customer, contract, and invoice the correspondence is regarding. The information on this tab is primarily for reporting purposes. Enter only the information you find useful in tracking correspondence.
5. If you are using custom fields, click the Custom Fields tab and enter the information. This tab records miscellaneous information that is not stored elsewhere. If you do not set up any custom fields, this tab is blank. Refer to KB182439 in the Sage Knowledgebase on the Sage Customer Portal for setting up custom fields.
6. Click [Save] to save this correspondence item.
7. Click [Close] to exit.

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