Audience: accountants and project managers.
Billing
Previously billed values do not import
Siteline does not pull previously billed values from Spectrum.
Review imported project details before billing
After import, users should review project details, addresses, and billing setup before using the project in Siteline.
Review invoice sync details before posting
Before syncing an invoice to Spectrum, users should review the invoice code, batch, date, amount, and retention values in the sync modal.
Retention
Retention syncs as a single header-level amount
Siteline passes retention to Spectrum as a single amount at the header level. This keeps the retention total in sync and helps avoid rounding differences caused by Spectrum recalculating retention from line item amounts.
Retention-only invoices do not sync
Spectrum does not support retention invoices, so Siteline cannot sync retention-only invoices to Spectrum.
Change orders
Spectrum change requests can be imported as SOV changes
Siteline can import change requests from Spectrum as SOV change items.
Spectrum change orders do not import
Siteline imports Spectrum change requests, not Spectrum change orders.