How to Enter a Schedule of Values in Spectrum (5:42 edit)
Learn step-by-step how to enter a schedule of values for a specific job in Spectrum, including navigating Accounts Receivable, Contracts, and Scheduled Values, and ensuring totals match the contract amount.
By Jennifer Clapper
In this guide, we'll learn how to enter a schedule of values for a specific job in Spectrum. This process helps organize billing items and ensures that the total matches the contract amount.
You'll see how to navigate through the Accounts Receivable section, input job details, and complete the required entries.
Let's get started
1
We will enter a schedule of values for a specific job. First, open the site map in Spectrum. Click on Accounts Receivable, then Contracts, and then Scheduled Values.
2
Enter your customer number and job number, then press ENTER. Enter the first billing item and its description.
3
Enter the amount for the line item.
4
Tab through the fields until the schedule totals match the contract amount.
5
We're going to close out of here.
Click Exit Now. Click OK.