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December 2012 News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating IRS Record Retention in the Computer Age............................... 1 TUG Looks Ahead to 2013..................... 3 Rate Tables in Sage Estimating ............ 4 Help Wanted – Local Chapter Coordinator for Northwestern States .................... 5 Sage Construction and Real Estate Partners with Aatrix........... 6 Equipment Cost Setup – Part One ........ 7 New Position Causes Dilemma in Address Book ............................... 9 2013 TUG National Users Conference – Registration Now Open .............. 10 TUG Members Hone Year-End Closing Skills During Annual Webinar Series ........................... 11 Join Us for a TUG Local Chapter Meeting – Nevada TUG Chapter ............................... 12 TUG Online WebEx Training and Open Forums .............................. 12 IRS Record Retention in the Computer Age u 1 u by: Eire Stewart JP DiNapoli Companies, Inc. o Continues G oing “paperless” is good for the environment, but just what does it mean in the business environment? The IRS has established a number of guidelines for electronic record retention, most notably in Revenue Procedures (Rev. Proc.) 97- 22 and 98-24, including guidelines for the maintenance of the electronic systems that produced those records. Section 3 of Rev. Proc. 97-22 defines an electronic storage system (ESS) as “…a system to prepare, record, transfer, index, store, preserve, retrieve, and reproduce books and records…” and goes on to address electronic imaging, electronic means of transferring data to another media such as CD or tape, third-party data storage, and outsourced accounting software or service bureau records. Page 10 of the PDF at this link is a must read for meeting IRS requirements: http://www. irs.gov/pub/irs-irbs/irb97-13.pdf. Section 7 of the General Requirements reads: “An electronic storage system must not be subject, in whole or in part, to any agreement (such as a contract or license) that would limit or restrict the Service’s access to and use of the electronic storage system on the taxpayer’s premises (or any other place where the electronic storage system is maintained), including personnel, hardware, software, files, indexes and software documentation.” What this means is that you must maintain some sort of usable license for the software that produced the electronic records until the seven-year record retention period has expired. Depending on how you hold your software licenses, this may have an impact on annual license fees. Critical elements of an ESS must include: Reasonable controls to ensure integrity, accuracy and reliability. Reasonable controls to prevent and detect addition, alteration, deletion, or deterioration of stored books and records. Documentation of inspection and quality assurance including periodic evaluations. A retrieval system that includes indexing of data. The proven ability to reproduce legible and readable hardcopies. A documentable audit trail. REGISTER TODAY! 2013 TUG National Users Conference May 14-17, 2013 Gaylord Texan Resort & Convention Center Grapevine, Texas Register online at www.tugconference.com

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Page 1: IRS Record Retention in the Computer AgeThis article is going to focus on Rate Tables and then show an example of how Sage Estimating ties Resource, Crews and Rate Tables together

December 2012News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

IRS Record Retention in the Computer Age...............................1TUG Looks Ahead to 2013 .....................3Rate Tables in Sage Estimating ............4Help Wanted – Local Chapter Coordinator for Northwestern States ....................5Sage Construction and Real Estate Partners with Aatrix ...........6Equipment Cost Setup – Part One ........7New Position Causes Dilemma in Address Book ...............................92013 TUG National Users Conference – Registration Now Open ..............10TUG Members Hone Year-End Closing Skills During Annual Webinar Series ...........................11Join Us for a TUG Local Chapter Meeting – Nevada TUG Chapter ...............................12TUG Online WebEx Training and Open Forums ..............................12

IRS Record Retention in the Computer Age

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by: Eire StewartJP DiNapoli Companies, Inc.

o Continues

Going “paperless” is good for the environment, but just what does it mean in the business environment?

The IRS has established a number of guidelines for electronic record retention, most notably in RevenueProcedures (Rev. Proc.) 97- 22 and 98-24, including guidelines for the maintenance of the electronic systems that produced those records. Section 3 of Rev. Proc. 97-22 defines an electronic storage system (ESS) as “…a system to prepare, record, transfer, index, store, preserve, retrieve, and reproduce books and records…” and goes on to address electronic imaging, electronic means of transferring data to another media such as CD or tape, third-party data storage, and outsourced accounting software or service bureau records.

Page 10 of the PDF at this link is a must read for meeting IRS requirements: http://www.irs.gov/pub/irs-irbs/irb97-13.pdf. Section 7 of the General Requirements reads: “An electronic storage system must not be subject, in whole or in part, to any agreement (such as a contract or license) that would limit or restrict the Service’s access to and use of the electronic storage system on the taxpayer’s premises (or any other place where the electronic storage system is maintained), including personnel, hardware, software, files, indexes and software documentation.” What this means is that you

must maintain some sort of usable license for the software that produced the electronic records until the seven-year record retention period has expired. Depending on how you hold your software licenses, this may have an impact on annual license fees.

Critical elements of an ESS must include:

• Reasonablecontrolstoensureintegrity, accuracy and reliability.• Reasonablecontrolstopreventand detect addition, alteration, deletion, or deterioration of stored books and records.• Documentationofinspectionand quality assurance including periodic evaluations.• Aretrievalsystemthatincludesindexing of data.• Theprovenabilitytoreproducelegible and readable hardcopies.• Adocumentableaudittrail.

REGISTER TODAY!2013 TUG NationalUsers ConferenceMay 14-17, 2013Gaylord Texan Resort& Convention Center

Grapevine, Texas

Register online atwww.tugconference.com

Page 2: IRS Record Retention in the Computer AgeThis article is going to focus on Rate Tables and then show an example of how Sage Estimating ties Resource, Crews and Rate Tables together

December 2012 News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

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the TUG PulsePublished by TUG, The Users Group for Sage 300 Construction and Real Estate & Sage Estimating, and sent to all members.

Board of DirectorsTim Cooke, President

Scott Bishop, Vice President

Sharon Hessong, Treasurer

Jon Banse, Secretary

Matt Weaver, Past President

Donald Bannister

Alan Cusson

Mary Jo Hamik

Barbara Morse

Michael Suhovecky

Marlene Williams

Lenni M. Witt

Publications CommitteeNatalie Allen

Jon Banse

Sharon Hessong

Tom Love

Liz Perez-Lavin

Val Steffen

Eire Stewart

TUG3525 Piedmont Road

Building Five, Suite 300

Atlanta, GA 30305

e-mail: [email protected]

Phone: 404.760.8171

Fax: 404.240.0998Toll Free: 866.846.0999

[email protected]

Web Sitewww.TUGweb.com

The taxpayer must maintain, and make available to the IRS, complete written hardcopy descriptions of:

• TheESS,includingproceduresdetailing how records were initially recorded or retained and the process for retrieval.• Aflowchartdepictingtheindexing system and maintenance of audit trail.• Theappropriatehardware,softwareand personnel required to locate, retrieve, read and reproduce records.• Companypoliciesregardingrecord management practices, including both record retention and destruction of records.

What this means for most small companies is that all historical computer-generated records or images must be maintained electronically for seven years. Be careful. That seven-year clock doesn’t start ticking until the tax returns are filed. As an example, a 2012 corporate return filed on second extension starts that clock on September 15, 2013, resulting in a retention date of September 14, 2020. Maintaining these records must be accomplished by either upgrading data files at each software conversion, maintaining a single license of abandoned software (and necessary operating hardware) until that seven-year period has expired, or storing them through image only in a generally accepted format, such as .tif or PDF.

Rules for Larger CompaniesIf your business has gross assets (not net worth) of more than $10 million, additional rules apply.

Regardless of whether your records are stored through an ESS or by hard copy, those larger companies must retain specific hard-copy documentation for all data files on the following:

• Recordformats,includingthe meaning of all codes or fields used to represent information. System and program flowcharts and organizational trees.• Labelandrecorddescriptions.• Listingsofallprogramsthatcreatedfile records with operating instructions.• Evidencethatretainedrecordsreconcile to the taxpayer’s books and tax returns.

One shortfall of many companies is conversion of backup systems. For example, data records and software backed up at year end 2012 may be difficult to retrieve in 2020 due to a network conversion. The old backup tapes can’t be read by the new server or old file formats are no longer complaint with new software. Although time consuming, it may be worthwhile to upload or restore old data files prior to a conversion, copy them on to the new server and then back them up using the new system before deleting them again.

These are just a few of the considerations in meeting the IRS requirements for the computer age.

You will want to meet with your accounting firm, software consultant and IT staff to review your company’s ESS systems and to test your compliance with IRS requirements.

“If you use a computerized system, you must be able to produce

legible records of the information needed to determine your

correct tax liability. In addition to your computerized records,

you must keep proof of payment, receipts, and other documents

to prove the amounts shown on your tax return.” – IRS Publication 552

o Continues

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December 2012News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

IRS: What and For How Long?

Administrative Records

Accident reports and claims (after an accident or settlement) ........................................................... 7 years (after resolution)Corporate documents, agreements, annual reports, minutes, bylaws ..................................................................... PermanentFirm publications and promotional brochures .............................................................................................................. 7 yearsInsurance documents and policies (after expiration, however you may want to keep longer as thereis always a potential for a claim that may be covered under an expired policy)............................................................ 7 yearsLeases and contracts ........................................................................................................................ 7 years (after expiration)Personnel files (post-employment) ..................................................................................................7 years (after termination)Retirement plan (401k plan info) ............................................................................................................................ PermanentTax returns ............................................................................................................................................................ Permanent

Accounting Records

Annual general ledger detail ..................................7 yearsAnnual financial reports .........................................7 yearsBank statements and canceled checks .................7 yearsDepreciation schedules ..........................................7 yearsAccounts receivable reports ...................................7 yearsWork-in-progress reports .......................................7 yearsEmployee expense reports .....................................7 yearsEquipment records and invoices .......... 5 years (after disp)Monthly financial reports .......................................7 yearsPayroll files and related reports ..............................7 yearsVendors’ invoices and paid bills .............................7 yearsW-2 or 1099 forms ................................................7 years

Worksheets and Related Backup Documents

For tax returns:

• Estateandgifttax ...................................... Permanent• Specialreports .................................................7 years• Forecastsandprojections .................................7 years• Valuations ........................................................7 years• Auditandreviewbackup ..................................7 years

Tax exemption documents(including application for exemptions) .............. Permanent

As we all begin to embark on a new year, and hopefully fulfill some of our new year’s resolutions, I want to let you all know that TUG has some big plans as well. In the very near future, we

will be launching the new and improved TUGWeb.com. We have made a decision to utilize a more robust platform for our website moving forward. As an organization, this move will allow us to manage the group in a more effective manner while improving our brand and the user experience. Elements such as social media connections, blogs, file libraries and an in-depth networking directory are just some of the improvements you can look forward to.

This is just one of the improvements that we are working on to enhance the TUG user experience, and we are excited about being

able to expand our offerings to our members. While we make every attempt to make continuous improvements to the organization and still keep our membership fees low, every now and then we do need to reevaluate our annual dues.

Beginning in January 2013, you will see a modest increase in the cost to be a TUG member. The Board of Directors spent a lot of time making this decision, and we firmly believe that we will be providing an overall product that continues to exceed the cost of membership. We value your membership very highly, and will continue to explore new and exciting ways to increase the value to our members.

TUG Looks Ahead to 2013by: Tim Cooke

TUG President, Cannon Design

Page 4: IRS Record Retention in the Computer AgeThis article is going to focus on Rate Tables and then show an example of how Sage Estimating ties Resource, Crews and Rate Tables together

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December 2012

Rate Tables in Sage Estimatingby: Scott R. Bishop, CEPHDR Constructors, Inc.

Resources, Crews and Rate Tables work together in Sage Estimating, when using crew-based pricing, to calculate the labor and equipment for an item. This article is going to focus on

Rate Tables and then show an example of how Sage Estimating ties Resource, Crews and Rate Tables together.

The Rate Table is a table that allows you to manage costs for your labor and equipment resources. A rate for any given resource can be just the base rate, or can include multiple benefits. You can create rate tables for different cities in which you work, or you can create one

base rate table and use the City Cost Index to adjust the rates.

To build a rate table, click on the Database pull-down menu and hover over Crews and select Rate Tables… and the Database Rate Table window will appear.

Click the Add button on the right side of the window. Type in the rate table name (up to 20 characters) you want to use to identify, the description (up to 70 characters) to describe the rate table, and select the type of rate table (labor or equipment).

Next, you can add resources to the table by clicking on the Resources button. Based on the type of rate table you set up, the resource list will include only that type of resource (labor or equipment). From the list of available resources, bring in the resources by double-clicking or dragging and dropping the resource into the grid. The list of resources will populate with a resource name and description.

The next step is to enter the base rate. Once you enter the base rate you will notice the total rate will populate. The Unit will default to hours. To change unit, click in the cell and use the drop-down list.

The rate tables also allow you to add benefits columns to cover labor burden, fringe benefits, etc. In any of the column headers, right-click

Rate Table Name (20 characters)

Rate Table Description (20 characters)

Select Resources and bring them into the

rate table grid.

Rate Table Type (Labor/Equipment)

o Continues

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News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

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December 2012

and select the Add Benefit Column… and the Adding Benefit window will open. Name the benefit column (Labor Burden, etc.) and select whether you want to add the benefit as a dollar amount per unit or as a percent of the base rate. Click [OK] and the new column will appear in the Changing Database Rate Table window. Follow the same steps to include multiple benefit columns.

Next, enter the value you want to apply to the base rate in the benefits column. As you enter the value, you will see the Total Rates updating to include the benefit. Once you have entered all of the benefits columns, click [OK] and [CLOSE]. Note: If you include a benefit to the base rates, the total rate (Base Rate + Benefit) will be the rate you see in the estimate. If you need to make an adjustment to the base rate you will have to do that in the rate table.

Now that the resource, crews and rate tables have been created, you can test the item that you created, which includes the newly created crew by bringing it into an estimate. Open an estimate and, just for

testing purposes, use Quick Takeoff. Find the item you modified with the new crew and bring it into the estimate. Enter a takeoff quantity and go to the detail window. The detail window is where you can see how Sage Estimating uses the crews, resources and rates tables to calculate the labor and equipment for your estimate items. In my example you will see that I entered one cubic yard for the takeoff quantity and based on the productivities setup in the item that calculates to 7 man hours for labor and 2 man hours for equipment.

The unit price for labor and equipment is where the rate tables come into play. The program calculates the AVERAGE labor rate and equipment rates for the crew selected for that item and that becomes the unit cost that shows in the detail window. Then, the unit cost is multiplied by the total man hours (in the Order Qty column) to get the Amount.

This was a simple example of how Crews, Resources and Rate Tables work together in the Sage Estimating program. On your next estimate, spot check some of the items to become more comfortable with the process.

Help Wanted!Local Chapter Coordinator for the Northwestern States

Volunteer needed for two to four hours per meeting to organize and facilitate TUG local chapter meetings in the Portland, Oregon, area.

Meeting space options are available.

SET YOUR OWN SCHEDULE! Activities include scheduling presenters, inviting attendees, maintaining attendance records,

preparing meeting minutes, networking and sharing your Sage 300 Construction and Real Estate and Sage Estimating knowledge.

Applicants need to be a current TUG member or willing to join TUG.

Interested? For more information, please contact TUG staff [email protected] or Marlene Williams, TUG Local Chapter

Committee chair, at [email protected] you for your consideration!

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December 2012 News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

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As communicated throughout 2012, Sage Construction and Real Estate products will use Aatrix for all government reporting. Sage partnered with Aatrix to provide customers with an improved

experience and added value. The following bullet points speak to the partnership and the benefits of the service:

• The Government Forms Specialist: Just as a general contractor partners with an electrical contractor to ensure customers receive the best electrical service, Sage partnered with the premiere specialist in government forms filing. By working directly with Aatrix, Sage is able to offer more functionality for our customers.

• Proven Success: The Aatrix Electronic Forms Division is one of the nation’s leading payroll reporting specialists and supports over 265,000 active businesses and is responsible for printing an estimated 20 million W-2s for U.S. businesses.

• Built-In Error Checking: By partnering with more than 170 government agencies, Aatrix delivers built-in error-checking capabilities, resulting in less than 0.1 percent of W-2 filing errors. Without Aatrix, 10 percent of businesses filing forms make filing errors resulting in rejections, fines and audit time.

• Guaranteed: With Aatrix, Sage can now replicate, update and guarantee compliance for more than 250 forms (representing over 600 pages for the United States and Canada). Approximately 70 to 80 percent of these pages must be updated annually, creating a huge liability and challenge ensuring forms are up-to-date. With Aatrix, you are prompted to download the most up-to-date form whenever you enter into the Aatrix Forms menu from within Sage Construction and Real Estate products. You no longer need to receive an update from Sage for government-modified forms. And, the Aatrix eFile Center assumes responsibility for every filing received on-time – a fool-proof filing method that eliminates the risk of costly fines and penalties.

• Flexibility: Customers now have the flexibility to print some forms on plain paper, eliminating costs associated with purchasing pre-printed forms, as well as electronically filing using the Aatrix eFile Service.

Upcoming Sage CRE/Aatrix WebcastsSage will be sponsoring several Aatrix eFiling webcasts in early January. If you are interested in attending one or more of these webcasts, click the appropriate link below to register.

1.9.13 – 9:00 a.m. to 10:00 a.m. PTCanadaReduce costs and improve accuracy of your T4, T5018,and ROE filings

1.9.13 – 1:00 p.m. to 2:00 p.m. PTUnited States – Part I of IIStressing about keeping up with the ever changing state and federal payroll filing requirements?

1.10.13 – 9:00 a.m. to 10:00 a.m. PTUnited States – Part II of IIAvoid the risks and high administrative costs associated with W-2/1099 Reporting

About Aatrix eFiling Services forSage 300 Construction and Real EstateClick here to learn more about Aatrix eFiling Services or contact Aatrix directly at 701.746.6814 with pricing* and other questions you may have.

*United States and Canadian Aatrix eFiling discount details.

Sage Construction and Real Estate Partnerswith Aatrix Software

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December 2012News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

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Equipment cost tracks various types of cost and revenue information for equipment. The system is flexible, allowing you to accumulate detail cost information for pieces of equipment and then allocate

the cost of operating the equipment to jobs, billings and/or general ledger. These charges are accumulated as revenue to the equipment giving you the ability to analyze utilization of equipment.

From the File menu, select Company Settings > EQ Settings. Determine prefix and calendar preferences based on GL Settings.

Selecting a period size allows you to determine the level of detail to accumulate and produce reports based on the period. There is a “closing” process required for the period selected under the Period Size (Day) (Week) (Bi-week) or (Semi-month) setting.

1. Run Post Entries. 2. Print all period-end reports. 3. Back up your files. 4. From the Tasks menu, select Close Period. 5. Verify the Current Period and Next Period dates. 6. Select the appropriate Print Selection information. 7. Click [Start] to begin Close Period. And, the “Historical Totals” Options change based on your selection.

So, if you select Period Size Daily the system will allow you to accumulate totals by Day, Month and Year.

And, it changes to allow you to accumulate historical totals by Week, Month and Year if you choose Weekly.

If you choose “Not used” for period size, your historical totals will accumulate by Month and Year only.

Posting SettingsDetermine if you want to show cost, revenue and misc codes for each Equipment ID.

Equipment Cost Setup – Part Oneby: Gemma M. Fulton

Frederick Derr & Company, Inc.

o Continues

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News and Information for Users of Sage 300 Construction and Real Estate & Sage EstimatingDecember 2012

Entry SettingsYou can determine flexibility in rates used and accounting date assigned to the transactions in the data entry screens.

GL Entry SettingsGL Entry Settings are only accessible if the General Ledger interface is activated in Post & Interface Settings. Enter the account to use if, during data entry, no other account can be retrieved using the account retrieval hierarchy. If you are not retrieving prefixes from equipment, enter a full account.

Account tables enable you to define which General Ledger account numbers pre-fill the debit and credit account columns in entry grids. To use account tables, you must mark the Use account table box in EQ Settings, GL Entry Settings, for each account using account tables. Account tables affect how accounts pre-fill in Equipment Cost. Each entry type (debit or credit) can have its own account retrieval. For example, you can track revenue separately for each type of equipment by setting up a revenue credit account table listing General Ledger accounts by equipment.

If you are using account tables, the system looks to the account tables before using the default account set up in EQ Settings.

Journal OptionsYou can use default journals or design your own for each type of journal.

Now you are ready to set up your Equipment Types, Equipment IDs, Cost, Revenue, and Miscellaneous Codes and, finally, your Rate Tables if you choose.

The equipment costing application is a great system for tracking cost of equipment and allocating those costs to jobs, billings and general ledger. The time spent setting up all the defaults results in a real-time savings during data entry tasks.

REGISTER TODAY!

Plans are well underway to bring you a rip-roaring good time, so saddle up and join us for four days of non-stop educational sessions,

hands-on labs, roundtable discussions, third-party exhibits and lots of networking, not to mention the down-home feel of Texas.

Register online today at www.tugconference.com.

2013 TUG National Users Conference • May 14-17, 2013Gaylord Texan Resort & Convention Center | Grapevine, Texas

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News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

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December 2012

Jay Hernandez recently accepted a new position with Carter Doors & Windows after several years of working with Becker Roofing Company. That’s good for Jay! Unfortunately, Jay’s good fortune

does nothing for my Address Book entries.

Because Jay Hernandez was used extensively in Project Management while working with Becker Roofing Company, deleting him is not an option (deleting is an option if the entry was never used in PJ) and simply marking Jay as “inactive” doesn’t remove him from the Becker Roofing Company listing and I don’t want his name included there because, well, frankly, he no longer is employed there. Here’s my work around.

Bring up the entry in Person View. Delete the “Company” link by highlighting the Company and clicking delete. Revise Mr. Hernandez’s name by adding (Becker Roofing) after his name in both areas, under “Full Name” and “Sort As.” Mark “Inactive” and save. You have just deleted the link to Becker Roofing Company, so now Jay will no longer show on the Becker Roofing Company entry and you have made him “Inactive.” Any reports you run by Person Name will now read Jay Hernandez (Becker Roofing) for this inactive entry. You can now proceed with setting up Jay Hernandez as you normally would under his new company, Carter Doors & Windows.

New Position Causes Dilemma in Address Bookby: Mary Jo Hamik

Beckenhauer Construction, Inc.

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News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

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December 2012

Registration is now open for the 2013 TUG National Users Conference, presented by TUG, The Users Group for Sage

300 Construction and Real Estate & Sage Estimating. The conference will be held at the Gaylord Texan Resort & Convention Center in Grapevine, Texas, May 14-17, 2013. This conference is designed to bring together expert users, new users and potential users of the Sage 300 Construction and Real Estate & Sage Estimating software (formerly Sage Timberline Office) to share knowledge, ideas and experiences. Register by March 15, 2013, and experience a $100 savings off of the regular registration rate!

The full agenda, as well as session descriptions, can be found on the conference website at www.tugconference.com. Please take a few minutes to peruse the website and select the sessions that are right for you.

Take a look at what attendees from the 2012 conference had to say:

• “Firstvisit(althoughIhaveattended several Sage Summits) and found it to be very beneficial.”• “TherewereacoupleoftimeswhereI learned something and thought that right there was worth the price of attendance.”• “WasgreattobeabletoactuallyDO what we were learning as we were learning it.”• “TheBringYourOwnQuestionsbooth was very helpful and I like that it was open all day for questions. Also, this provided a great opportunity for networking and meeting other TUG users with issues similar to mine.”• “Averygoodconference...the information and input from actual users of the various software tools that our company is looking to purchase made it worth the trip.”

With an anticipated attendance of 500 people, this conference is the perfect place to find answers to your questions, meet with Sage representatives and collaborate on ideas for future upgrades. Additionally, if you are working toward certification, this conference offers many opportunities to earn continuing professional education (CPE) credits.

For additional information, including conference registration and multiple attendee discounts, session details, hotel accommodations and much more, visit the 2013 TUG National Users Conference website today. And while you’re visiting the conference website, be sure to review the attendance justification toolkit, which is designed to help you gain a greater understanding of the conference and to communicate the value that participating in the 2013 TUG National Users Conference can provide.

2013 TUG National Users Conference –Registration Now Open

Member – 2 Days$875

Member – 4 Days$1,075

Non-Member – 2 Days$1,275

Non-Member – 4 Days$1,475

Early Registration Deadline: March 15, 2013

Register online atwww.tugconference.com

RegistrationRates

BUILDING ABETTER USER

2013

TUG NATIONAL USERS CONFERENCE

BUILDING ABETTER USER

2013

TUG NATIONAL USERS CONFERENCE

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December 2012

TUG Members Hone Year-End ClosingSkills During Annual Webinar Series

TUG’s third-annual full-day webinar series on year-end close topics by module was, by all accounts, a resounding success.

Six one-hour long sessions were hosted by TUG, each focusing on a different module. With an average of 75 participants per session, attendees were walked through the various elements of year-end close, shown how and where system fields are populated, and how to print the necessary compliance and tax forms required in some modules. Taught by a select group of expert users and consultants, the webinar series was enthusiastically embraced by all attendees.

And for those of you who were unable to attend because of space limitations or schedule conflicts, we have great news! For your convenience, session recordings are now available on demand and can be accessed at tug.webex.com. You will be required to enter a password to view the recordings. Please use the passwords listed below:

• Accounts Payable Year End Closing – Event password: tugap12 • Accounts Receivable Year End Closing – Event password: tugar12 • Job Cost and Project Management Year End Closing – Event password: tugjcpj12 • General Ledger/Cash Management Year End Closing – Event password:tugglcm12• Property Management Year End Closing – Event password: tugpm12• Payroll Year End Closing – Event password: tugpr12

Click here for complete access instructions, which can be found on the TUG website. You will only be able to watch the recording (pause, stop, rewind, play and adjust volume) and you cannot download or save the recordings.

Should you encounter any difficulty when trying to access the sessions, please either e-mail [email protected] or call 866.846.0999 and a TUG staff member will be able to assist you. We also welcome any feedback you may have regarding the session or sessions you may have attended.

TUG extends a big “thank you” to session leaders Lenni Witt of Aronson LLC, Pam Daly of Consigli Construction, Kathy Lewis of Kathy Lewis Consulting and Eire Stewart of JP DiNapoli Companies, Inc.

Webinars like these are hosted each week by TUG as a part of your membership. The sessions cover a wide variety of topics and you can find a list of upcoming sessions at www.tugweb.com or in the TUG Pulse newsletter. Be sure to take full advantage of this outstanding TUG member benefit! Do you have suggestions for a future webinar topic? E-mail your topic to [email protected].

Are You Getting the Full Value of Your TUG Membership?

Membership in TUG has countless benefits – from networking

opportunities to resource centers designed to guide users to

productive solutions. Some of these valuable benefits include:

• TUGWebAccess• MonthlyWebinarTrainingSessions• AnnualTUGNational Users Conference• TUGTalkBulletinBoard• Reports&InquiriesLibrary• TemplatesLibrary• SageEnhancementRequests• VolunteerOpportunities• LocalChapters

Don’t miss out! Any questions regarding your membership, or any of these benefits, can be directed to the TUG office at: [email protected]

or 866.846.0999.

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December 2012 News and Information for Users of Sage 300 Construction and Real Estate & Sage Estimating

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After a short break, the Nevada TUG Local Chapter is once again holding regular meetings in the Reno, Nevada, area. The next meeting will be held on Thursday, January 3, 2013,

and will feature Doug Ball, Sage 300 certified consultant, with CMS Management Consultants. Doug will be discussing year-end preparations and processes. Meeting details are as follows:

Date:Thursday, January 3, 2013

Location: Tedesco Pacific Construction Office1605 Marietta WaySparks, NV 89435

Time:11:30 a.m. to 1:00 p.m.

RSVP:Windie L. [email protected]: 775.398.2007

RSVP By:Friday, December 28, 2012

Non-members are welcome to attend learn more about the many members benefits TUG hast to offer. Be sure to also mark your calendars now for these upcoming Nevada local chapter meetings:

• January 24, 2013 – Aatrix• February 21, 2013 – AP Enhancements• March 24, 2013 – Report Designs

Watch your e-mail for your meeting invitations! If you feel you are not on the Nevada TUG Local Chapter e-mail list and would like an invitation, please send an e-mail to: [email protected].

Join Us for a TUG Local Chapter Meeting – Nevada TUG Chapter

JANUARY 2013Tuesday 1.8.13 1:00 p.m. ET PJ: PJ CHANGE MANAGEMENT WORKFLOW & CHANGE REQUESTS

Wednesday 1.9.13 2:00 p.m. ET CONSTRUCTION ACCOUNTING COMMITTEE & FORUM

Thursday 1.10.13 2:00 p.m. ET REAL ESTATE COMMITTEE & FORUM

Friday 1.11.13 2:00 p.m. ET PUBLICATIONS COMMITTEE MEETING

Tuesday 1.15.13 1:00 p.m. ET PJ: PJ OWNER CHANGE ORDERS

Wednesday 1.16.13 1:00 p.m. ET ESTIMATING: BEGINNING FORMULAS FOR SAGE ESTIMATING

Tuesday 1.22.13 1:00 p.m. ET PJ: PJ COMMITMENT CHANGE ORDERS

Tuesday 1.29.13 1:00 p.m. ET PJ OPEN FORUM: PJ PROJECT MANAGEMENT TIPS & TRICKS

Wednesday 1.30.13 11:00 a.m. ET ESTIMATING COMMITTEE & FORUM

To attend an online event, please e-mail attendee(s) name and e-mail address to [email protected]. You will receive an e-mail confirmation along with connection instructions once you are registered. These classes are free of charge and open to members only – one more benefit of belonging

to TUG! We are adding more sessions every day. Check the Online Event Calendar at TUGweb.com for an updated list. If you have anysuggestions on sessions you would like to see, please e-mail [email protected].

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