Viewpoint Spectrum®
Tips and Tricks
These Tips and Tricks will help you to streamline your workflow in Spectrum.
Be sure to check back regularly, as we frequently add new content!
Tips and Tricks
Want all of them?
Below you will find a variety of Tips and Tricks designed to assist you in using Viewpoint Spectrum. They have been broken out into numerous sections to help streamline the information you need most.
However, if you would like all of the Tips and Tricks, please email us at customercare@onpoint-software.com. A member of our customer success team will send you all of the Tips and Tricks so you don’t have to fill out information for each one.
Tips and Tricks
Quickly Find GL Codes for Invoices and PO's
This tip provides a straightforward method for efficiently finding GL codes. By following the detailed steps, users can easily navigate the site and find the accounts they need without confusion. It’s designed to save time and money. Viewing this guide will streamline your search process and improve your overall productivity.
TIPS AND TRICKS
Attach a Change Order to a Draw
This quick guide provides a straightforward process for attaching a Change Order to a Draw in Spectrum, ensuring users can efficiently manage and update their project documentation. By following the clear, step-by-step instructions, users can save time and reduce errors in their workflow. It is especially beneficial for professionals in construction and project management seeking to streamline their operations. Viewing this guide will enhance your familiarity with the Spectrum software and improve your project management efficiency.
TIPS AND TRICKS
Entering Non-Customer Cash Receipts
This quick guide provides a step-by-step process for entering cash receipts related to non-customer transactions, making it essential for accounts receivable processing. It simplifies the procedure by breaking it down into manageable steps, ensuring that even those unfamiliar with the system can follow along. By utilizing this guide, users can enhance their efficiency in financial reporting and maintain accurate records for non-customer transactions. Overall, it is a valuable resource for anyone involved in financial management within the organization.
TIPS AND TRICKS
Update the Job Analysis Screen
TIPS AND TRICKS
How To Reverse Vendor Invoices in Spectrum
This quick guide provides a step-by-step process for reversing vendor invoices in the Spectrum system. By following the straightforward instructions, users can effectively correct any discrepancies in vendor billing, streamlining their accounts payable operations. The clarity and structure of the guide make it easy to follow, ensuring that even those with limited experience can successfully navigate the process. Viewing this guide will empower users to efficiently manage their financial transactions, ultimately saving time and reducing errors.
PROCEDURE GUIDE
Contract Labor
Easily track contract labor hours in addition to your employee field hours!
In this FAQ document we show you step by step instructions to enable this powerful feature in your Spectrum system.
PROCEDURE GUIDE
Quickbill Procedures
Looking to get the most out of Sage 300 CRE quickbill? Our new how-to guide will explain the must-know steps for
- Entering
- Printing
- Posting Quickbill Invoices.
PROCEDURE GUIDE
Contracts
Looking to get the most out of Sage 300 CRE Contracts? Our new how-to guide will explain the must-know steps for:
- Contract Setup
- Recording & Approving Change Orders
PROCEDURE GUIDE
Contract Based Billing
Looking to get the most out of Sage 300 CRE Contract Based Billing? Our new how-to guide will explain the must-know steps for:
- Creating & Printing the Invoices
- Updating so that previously billed is accurate!
PROCEDURE GUIDE
Purchasing
Looking to get the most out of Sage 300 CRE Purchasing? Our new how-to guide will explain the must-know steps for:
- Setups
- Purchase Orders
- Changes
- Receipts
- Invoices and More
PROCEDURE GUIDE
Inventory
Looking to get the most out of Sage 300 CRE Inventory? Our new how-to guide will explain the must-know steps for:
- Setups
- Entering Receipts
- Issues & Transfers
- Updating from Quickbill
- The Physical Count Process
Additionally, this procedure guide reviews all aspects of contract control including contract, subcontract, and changes.
PROCEDURE GUIDE
Desktop
Looking to get the most out of Sage 300 CRE Desktop? Our new how-to guide will explain the must-know steps to:
- Start an Application
- Create Favorites
- Organize Tasks
- Select a Homepage
- Modify a Configuration
PROCEDURE GUIDE
Reporting Needs
Looking to get the most out of Sage 300 CRE Reports and Inquiry Needs? Our new how-to guide will explain the must-know steps for:
- Printing Reports
- Viewing Inquires & Adding Conditions
- Printing Financial Statements
- Getting Started with Customizations
PROCEDURE GUIDE
Important Reports
Looking to get the most out of Sage 300 CRE Important Reports? Our new how-to guide will explain the must-know important reports for:
- Job Cost
- Contracts
- Accounts Payable
- Accounts Receivable
- Payroll
PROCEDURE GUIDE
Property Management
Looking to get the most out of Sage 300 CRE Property Management? Our new how-to guide will explain the must-know steps for:
- Generating Rent Roll
- Changing Entries
- Cash Receipts
- Creating Charges
- Managing Leases
- Processing Recoveries & Escalations
- Calculating Management Fees and More!
PROCEDURE GUIDE
Service Management
Looking to get the most out of Sage 300 CRE Service Management? Our new how-to guide will explain the must-know steps for:
- Work Orders
- Dispatch Board
- Invoicing
- Time Entries
- Invoice a Work Order
- Small Jobs
- Service Agreements
- Inventory and More!