"Matt is a great instructor, which was key to making this training enjoyable. In addition to his technical knowledge, he is skilled at knowing how to keep the group moving cohesively."
Four days of in-depth Spectrum Construction Management training!
Register by Tuesday, February 4, 2025 to receive your course manual and allow time for CDP to help you prepare a Spectrum environment for class.
This is a web-based class.
Who should attend?
This comprehensive hands-on class is designed for new users looking to master Spectrum accounting basics.
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
This instructor-led class offers hands-on training for Viewpoint Spectrum Construction Accounting.