"Relevant example project, great pace with instruction in small steps followed by immediate hands-on time. Matt made it clear what steps/features are truly critical and their effect down the road vs. what are optional or meaningless."
Four days of in-depth Spectrum Construction Management training!
Register by Tuesday, July 8, 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
Spectrum Configuration (2 Days)
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
Security & System Administration
- Spectrum Overview
- Browser Setup
- Security: Functions & Operators
- Dashboards & Profiles
- Creating a New Company
- Contact Management
- Global Tables
- Spectrum Data Exchange (SDX)
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) 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
Spectrum Core Data Entry for Implementers (2 Days)
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
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.
