Every user has his or her own user preferences. Click the Utilities icon in the main menu then Preferences to see and edit them.
If you're an organization manager, the Preferences screen will open with Task preferences displayed. To see your user preferences, click the User Preferences tab.
Only organization managers can see and edit task preferences.
Check the tasks you want users to be able to pick from in Cart tasks. You can, for example, allow your users to purchase for storage sites and jobs but not for employees or items. Or you can disallow purchasing altogether.
All users see the same task list.
Only organization managers can see and edit secondary assignment preferences.
Tracker 8 allows you to assign items to primary and secondary assignments at the same time, for example, to a job and employee. Primary assignments are listed in bold on the left, for example, Storage site. The secondary assignments that are available for each primary assignment are listed in italics under and slightly to the right of each primary assignment, for example, Employee.
Only one secondary assignment can be selected for each primary assignment.
To the right of each sub_assignment ...
Only organization managers can see and edit billing preferences.
Only organization managers can see and edit notification preferences.
Only organization managers can see and edit organization preferences.
Only organization managers can see and edit Timberline preferences.
If you have the Tracker Billing module and Timberline job cost and want to export your Tracker bills to Timberline ...
Export file format
Billing data is exported from Tracker 8 to Timberline in a comma-delimited file with double quotes around strings. You can examine the file with a word processor or spreadsheet. Each line contains the following columns in the order listed:
Import billing data into Timberline
Handling Rejected Records
The Import Direct Costs function could reject entries if data fields in the file contain invalid values. This could be invalid Jobs, Cost Codes, Categories, or GL accounts. Entries could also be rejected if they have an accounting date that is beyond the next month in Job Cost or are for a closed General Ledger period. If periods (such as weekly or semi-monthly) are used in Job Cost, entries that have an accounting date beyond the current period end date will be rejected.
If none of the data from an import file is imported, you have the option to address the problem by re-creating the file from its source (Tracker) and attempting the process again.
The JCD file may be edited using a standard text editor (such as Notepad or Wordpad) if needed to correct any invalid values.
If entries are rejected ...
Continue handling any remaining rejections in this manner by first addressing the reason for the rejection and then importing the rejected records file using a new file name for the new rejected records file. The example below shows how Import Direct Costs was used three times before all entries were finally imported.
|Import file||Rejected records file||Result|
|T6DATA.JCD||JCREJECT.JCD||2 entries rejected due to job that was entered in Tracker and not setup in Timberline. Solution was to setup the jobs in Timberline.|
|JCREJECT.JCD||JCREJECT2.JCD||1 entry rejected due to a GL debit account that was not setup. Solution was to edit the file in Notepad.|
|JCREJECT2.JCD||JCREJECT3.JCD||No entries rejected (JCREJECT3.JCD is empty)|
Important Considerations about Importing Direct Costs
Only organization managers can see and edit organization info.
Address and contact information used in reports, for example, the Purchase Order report (run from the Orders screen).