Spectrum

VistaViewpoint HR Management for VistaViewpoint Financial ControlsViewpoint Field ManagementVista Field ServiceSpectrumViewpoint HR Management for SpectrumViewpoint TeamViewpoint AnalyticsViewpoint Field ViewViewpoint For ProjectsJobpac ConnectTrimble Work Center
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VistaViewpoint HR Management for VistaViewpoint Financial ControlsViewpoint Field ManagementVista Field ServiceSpectrumViewpoint HR Management for SpectrumViewpoint TeamViewpoint AnalyticsViewpoint Field ViewViewpoint For ProjectsJobpac ConnectTrimble Work Center

Welcome to Help for all Trimble Viewpoint products.

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Spectrum

Spectrum Contents

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  • What's New

  • Getting Started

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    Accounting

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      Accounting

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        Accounts Receivable

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          Spectrum menus

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            Utilities Overview

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              Change Customer Codes

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              Change Sales Tax Code

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              Set Customers' Credit Limit

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              Customer Labels

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              Set Up Standard Fixed Billing Items

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              Copy Fixed Billing Items

            • Purge Unposted Customer Invoices

            • Pricing Defaults for Contract Changes

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              Unit Billing Item Listing

  • Project Management

  • Service

  • Equipment

  • Materials

  • Human Resources

  • Tools

  • Year End

  • Business Intelligence

  • API Web Services

  • System Adminstration

  1. Spectrum (Spectrum)
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  3. Accounting
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  5. Accounting
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  7. Accounts Receivable
  8. chevron_right
  9. Spectrum menus

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Spectrum menus

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Utilities Overview

Selections from the Utilities menu are used to change customer codes, set customer credit limits and copy fixed billing items across companies.

Important: screens contained on the utilities menu are normally reserved for use by supervisory and administrative personnel only.
  • Change Sales Tax Code

  • Copy Fixed Billing Items

  • Change Customer Codes

  • Customer Labels

  • Set Customers' Credit Limit

  • Set Up Standard Fixed Billing Items

Accounts Receivable
Spectrum
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Last updated: January 13, 2023

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© 2023 Viewpoint, Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Viewpoint Field Service™, Spectrum Service Tech™, ViewpointOne™ and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc., Viewpoint, Inc., or their affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.

Trimble is developing technology, software and services that drive the digital transformation of construction with solutions that span the entire architecture, engineering and construction (AEC) industry. Empowering teams across the construction lifecycle, Trimble's innovative approach improves coordination and colaboration between stakeholders, teams, phases and processes. Trimble's Connected Construction strategy gives users control of their operations with best-in-class solutions and a common data environment. By automating work and transforming workflows, Trimble is enabling construction professionals to improve productivity, quality, transparency, safety, sustainability and deliver each project with confidence. For more information, visit: construction.trimble.com.