Spectrum - Accounts Receivable for Management | CDP Inc.

Spectrum - Accounts Receivable for Management

Sample Course Content:

Creating a Schedule of Values without Subtotal Groupings in Spectrum Construction Accounting Software

Original Price: $600
New Price for 2023: $350

All self-guided courses include unlimited 60 Day Access for one user so you have the flexibility to access the materials at your convenience and on your own pace. You can also replay courses as needed, and interact on our discussion boards with questions about the course content.

This course provides management with an introduction to various topics in the Accounts Receivable Module of Spectrum Construction Accounting Software.

Class Location:

Web-Based Training

Class Price:

$350.00

Description
Additional Information

This Accounts Receivable for Management training course provides management with an introduction to various topics in the Accounts Receivable Module of Spectrum Construction Accounting software. These topics include an overview of daily processing tasks and reporting within the Accounts Receivable Module, as well as supporting documentation for the course.

Activities Covered in this Course:

Welcome to CDP University – PPT
An Overview of Accounts Receivable - PPT
Creating a Customer – Video 19:50
Creating Additional Contracts on a Job – Video 13:58
An Overview for Creating a Schedule of Values – Video 4:22
Creating a Schedule of Values without Subtotal Groupings – Video 5:36
Creating a Schedule of Values with Subtotal Groupings – Video 7:18
An Overview of Creating AR Invoices – PPT
Creating Customer (Summary) Invoices – Video 16:11
Creating Draw Requests – Video 15:51
An Overview of Cash Receipts and Adjustments – PPT
Entering Cash Receipts for Customers – Video 9:37
Entering Cash Receipts for Non-Customers – Video 9:39
Entering Adjustments for Customers – Video 8:10
Creating Change Requests – Video 14:39
Creating Change Orders – Video 6:20
An Overview of Reporting in the Accounts Receivable Module – Video 1:22
AR Aged Open Items Reporting – Video 5:40
Generating Customer Statements – Video 4:02
Sales Tax Reporting – Video 3:11
Change Log Reporting – Video 3:53

Approximate Total Time of Entire Course – 150 Minutes

Course Documentation Included:

Creating a Customer – PDF (19 pages)
Creating Additional Contracts – PDF (7 pages)
Creating a Schedule of Values – PDF (5 pages)
An Overview of Creating AR Invoices – PDF (74 pages)
An Overview of Cash Receipts & Adjustments – PDF (30 pages)
Creating Change Requests & Change Orders – PDF (27 pages)
AR Aging Reports & Customer Statements – PDF (6 pages)
Sales Tax Reporting – PDF (5 pages)
Change Log Reporting – PDF (7 pages)

Looking for additional Accounts Receivable training topics? Check out these online courses:

Reviews for
Spectrum - Accounts Receivable for Management

What Our Students Say

"Instructor very knowledgeable and helpful. Good personality for this type of work."

Kenzy W.

“I really like how Matt kept us engaged. He was always willing to stop and answer questions.”

Darren M.

Training Information and Policies

Registering 6 or more students? Contact us for group rates where you can save up to 50%!

Additional Training Classes
Live Classes
Web-Based Classes
Travel Logistics

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Call 1-800-648-0527 for specific course information.

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Class dates are subject to change or cancellation.
A minimum of four students is required to hold classes.
Two weeks prior to class, CDP will confirm the minimum number of students requirement has been met and send a final confirmation. If the minimum number of students is not met, the class is subject to cancellation with the registered students being provided the option to attend class in a future month or transfer to a date at another CDP location.
Each class can hold a maximum of ten students.
Please call to reconfirm dates and availability.
Classes begin at 9:00 am and end at approximately 4:30 pm, unless otherwise noted.
Casual attire is recommended.
Training manuals and materials are provided.
Call to inquire about group or on-site classes.

Payment & Cancellation Policy - Live Training Classes

To confirm your registration, payment must be received two (2) weeks prior to training. Class cancellations and reschedules are subject to the following terms:

10+ days notice of cancellation = 100% refund
5-9 days notice of cancellation = 50% refund
0-4 days notice of cancellation = no refund
10+ days notice of reschedule = 100% toward next class if rescheduled within 3 months of original date
5-9 days notice of reschedule = 50% toward next class if rescheduled within 3 months of original date

Access is based on each named user
Payment is required before access is provided
Self-paced courseware is available 24/7
Online training access is good for 60 days
All materials required are online
Limited content is available for download
For 10 or more students discounts may be available - contact us for details

Payment & Cancellation Policy - Web-Based Training Classes

Registration and access is provided upon payment.

Cancellation after order is submitted but prior to access to training modules provided = 90% refund
Cancellation after access to training modules provided and after payment processing = No refund

Please click on the training location for directions and nearby hotel accomodations:

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About CDP

We understand your business because we have worked in your industry. The real world experience of our expert staff allows us to implement solutions tailored to the unique needs of your company.

Our extensive experience since 1981 fulfilling the needs of Project-Centric organizations, has shown the one certainty is: “All Customers Are Not The Same”. Your needs are different, because of your industry, expertise, people and processes. CDP works with you to address both long-term and short-term business objectives.