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Four days of in-depth Spectrum Construction Management training! Register by June 10 - a laptop loaded with Spectrum and a course manual will be shipped to each student for the class (laptops will be returned to CDP following the class).

Who should attend?

This comprehensive hands-on class is for:

  • New users looking to master Spectrum accounting basics
  • Seasoned users who want to brush up on the basics while learning new tips, tricks and best practices

Training Topics

Installation and Setup

  • Security & System Administration
  • General Ledger (G/L) Installation & Setup
  • Cash Management (C/M) Installation & Setup
  • Accounts Payable (A/P) Installation & Setup
  • Accounts Receivables (A/R) Installation & Setup
  • Job Cost (J/C) Installation & Setup
  • Payroll (P/R) Installation & Setup

Data Processing

  • General Ledger (G/L) Data Processing
  • Accounts Payable (A/P) Data Processing
  • Payroll (P/R) Data Processing
  • Job Cost (J/C) Data Processing
  • Accounts Receivable (A/R) Data Processing
  • Cash Management (C/M) Data Processing

Security & System Administration

  • Spectrum Overview
  • Browser Setup
  • Security: Functions & Operators
  • Dashboards & Profiles
  • Creating a New Company
  • Contact Management
  • Global Tables
  • Spectrum Data Exchange (SDX)

General Ledger (G/L) Installation & Setup

  • Overview of G/L Module Features
  • G/L Structure (Divisions & Departments)
  • G/L Installation Screen
  • Account Setup
  • SDX G/L Account Import

Cash Management (C/M) Installation & Setup

  • Overview C/M Module Features
  • C/M Installation Screen
  • Account Setup

Accounts Payable (A/P) Installation & Setup

  • Overview of A/P Module Features
  • A/P Installation Screen
  • Use Tax code Setup (Sales Tax Copy)
  • Document Tracking Codes
  • Invoice Approval Routing
  • Vendor User-Defined Fields (Optional)
  • Subcontract Vendor Notes Topics (Optional)
  • Vendor Setup

Accounts Receivables (A/R) Installation & Setup

  • Overview of A/R Module Features
  • A/R Installation Screen
  • Sales Tax Codes
  • Term Codes
  • Sales Person Codes (Optional)

Job Cost (J/C) Installation & Setup

  • Overview of J/C Module Features
  • J/C Installation Screen
  • Cost Types
  • Tax Classification
  • Phase Categories
  • Job Setup
  • Phase Setup
  • Contracts
  • Contract Setup
  • Subcontract Setup
  • Quick Setup

Payroll (P/R) Installation & Setup

  • Overview P/R Module Features
  • P/R Installation Screen
  • Tax Tables
  • Payroll Departments
  • Workers’ Compensation Codes
  • Deductions & Add-on Codes
  • Union/Wages Codes – ( Robert’s Adlib Certified Payroll –Prevailing Wages)
  • Hours Banks Codes
  • EEO Classification (Optional)
  • EEO Race Classification (Optional)
  • Pay cycle Calendar (Optional)
  • Employee Setup

General Ledger (G/L) Data Processing

  • Journal Entries
  • Recurring Journal Entries
  • General Ledger Inquiries & Reports

Accounts Payable (A/P) Data Processing

  • Vendor Invoices / Credit Memos
  • Pre-Paid Invoices / Instant Checks / Credit Cards
  • Reversing A/P Transactions
  • Subcontract Billing
  • Payment Processing
  • Manual Checks
  • Voiding Checks
  • Accounts Payable Inquiries & Reports
  • Quantities transaction processing (Optional topics)

Payroll (P/R) Data Processing

  • Pre-Time Card Entry
  • Payment Processing
  • Layoff Checks
  • Replacement Checks
  • Payroll Inquiries & Reports

Job Cost (J/C) Data Processing

  • Job Cost Transactions
  • Projected Cost
  • Job Cost Inquiries & Reports

Accounts Receivable (A/R) Data Processing

  • Customer Invoices / Credit Memos
  • Draw Requests
  • Change Requests/Change Orders
  • Cash Receipts
  • Accounts Receivable Inquires & Reports

Cash Management (C/M) Data Processing

  • Wire Transfer (Inter and External)
  • Direct Checks
  • Bank Reconciliation
  • Cash Management Inquiries & Reports