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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

What Our Clients Say

"Beth is absolutely wonderful to work with! I appreciate her patience and professionalism. It’s a relief to know I can count on her to respond and be a life line for us as we continue to learn the system. She is truly top notch."

Eastbound Mechanical

"I wanted to let you know Dan did a great job. He has a vast amount of knowledge, and I feel very fortunate to be working with him."

H.F. (Mechanical Contractor)

"We appreciate Tim and all of his excellent support."

M.J. (Manufacturing Firm)

"Kristen is a very valuable resource for us!"

LCI-Lineberger Construction Inc.

"I want to let you know how grateful we are for Robert Pacheco’s assistance. He was able to meet with me and discuss the issue promptly and complete the fix within a short amount of time. He is surely an asset, and we are thankful to have such a great resource."

Marques General Engineering, Inc.

"Greg is terrific, and I’m so excited to have a better resource! I have him working on several projects now with many more to come."

Progressive Plumbing

"Michael and Matthew have exceeded my needs and expectations. I get help same day 95% of the time, which is very important in my business at times. They are professional and courteous 100% of the time. Zero complaints."

Mitchell Brothers

"It’s a pleasure working with Robert. He's very patient, knowledgeable and goes far beyond to help with any issues we have as a company or as an individual."

HL Contractors

"The level of service CDP provides is exceptional and always far exceeded my expectations. You can quote me on that!"

The Wesson Group LLC

"He did a great job online and an equally great job in person. We’re enjoying working with our new Spectrum Viewpoint accounting software."

Chambliss & Rabil Contractors, Inc.

"Thank you for your assistance/responsiveness to assist us in getting P6 back online so quickly today. We appreciate all the support you provide."

M.J. (Manufacturing Firm)