Helpful Files - Viewpoint Spectrum - OnPoint Consulting

Useful Information When You Need It

Helpful Files - Viewpoint Spectrum

Commonly requested files compiled by our experienced consultants.

Implementation/Setup

Keyboard Shortcuts

Field Lengths in Spectrum

Spectrum Data Exchange Office Add-in

Spectrum Data Exchange Authorization Setup

Order Checks Information

Spectrum ACH Electronic Payment Setup

Optical Character Recognition (OCR) with Document Imaging

Payroll Deduction/Add-on Taxability

AP ePayments to secure your assets

GL Budget Import

Burst and email PR Checkstubs

Introduction to Master Jobs

Training

Viewpoint Academy Navigation

Introduction to Spectrum Modules Videos

Welcome to Spectrum handout

Spectrum for Operations handout

Spectrum Enhancements Release Notes

How to Manage Unposted Transactions

GL Error Correction

How do Change Requests effect WIP and your Financials?

Contact Management

Stored Material on your AIA Billing Form

Global Tables in Spectrum

How to Setup “Forgot Password” solution

PO Import (1 of 2)

PO Import – File Layout (2 of 2)

Vendor Invoice Import Manual

How to Enter Misc Cash Receipt

How to Issue Replacement Payroll Check

Reports

Job Cost Reports Guide

Equipment Reports Guide

Reports That Use Your Logo

Crystal vs Excel for Custom Reporting Standard

Procedures

Procedure Guides

Tips and Tricks

Month-end in Spectrum

2023 Year-end in Spectrum Resources

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