Audience: accountants and project managers. This page covers the ongoing workflow once the Spectrum integration is live.
Workflow detail
Step 1: Set up the project in Spectrum
Projects and contracts are first created and maintained in Spectrum.
In Spectrum, teams set up:
The job and contract
Customer / GC details
Job and GC addresses
The contract SOV
Sales tax codes
Spectrum stores vendor invoice and payment history used in downstream workflows.
Step 2: Import the project into Siteline
From Siteline, users create a new project and link it to Spectrum. When a project is linked, Siteline imports key project details from Spectrum, including:
Project name
Internal project number
General contractor
GC address
Project address
Importing a Spectrum project into Siteline (click image to enlarge and read details)
Project field mapping: Spectrum → Siteline (click image to enlarge and read details)
Step 3: Import the SOV into Siteline
Siteline imports the contract Schedule of Values from Spectrum into the project's SOV tab. Contract billing items in Spectrum become SOV line items in Siteline. Descriptions and scheduled values carry over into the imported SOV.
Important note about previously billed values
Siteline does not pull previously billed values from Spectrum.
SOV mapping: Spectrum → Siteline (click image to enlarge and read details)
Step 4: Import SOV changes from Spectrum
Siteline can import change requests from Spectrum as SOV change items.
When changes are ready to import, users can review Spectrum change requests and bring them into Siteline as new change-related SOV lines. This keeps the SOV aligned without rebuilding those changes manually in Siteline.
Important: Siteline imports change requests from Spectrum, not Spectrum change orders.
Spectrum changes don't sync on their own. Edits made in Spectrum after the initial import — contract item description changes, contract amount changes, and newly approved change requests — don't flow into Siteline automatically. Re-import the SOV on the project to pick them up.
How Spectrum change requests map into Siteline as SOV change items during import (click image to enlarge and read details)
Step 5: Manage billing in Siteline
Once the project and SOV are imported, billing is managed in Siteline. Teams use Siteline to:
Update billing amounts on SOV lines
Manage retention
Prepare invoices for sync
Run billing workflows without double entry into Spectrum
Step 6: Sync AR invoices to Spectrum
When billing is complete, Siteline syncs AR invoice data back into Spectrum.
The sync includes:
Invoice code
Batch
Invoice date
Invoice amount
Retention amount
SOV line item detail (one invoice line per SOV line item, with its billed amount)
Sales tax code, payment terms, and A/R G/L account
Sales tax code, payment terms, and A/R G/L account
Siteline fills in the same header fields Spectrum's Customer Invoice Entry screen would, so the invoice is ready to post:
Sales tax code — from the pay app's tax group when one is mapped, otherwise the contract's tax code, otherwise the customer's.
Payment terms — from the customer.
A/R G/L account — the receivable account your A/R transaction codes are set up with.
The A/R G/L account needs a database permission. Siteline reads it from CR_TRANSACTION_MC. If your Siteline SQL user hasn't been granted access to that table, invoices sync with a blank A/R G/L account and Spectrum won't post them until someone fills it in. See SQL Server Permissions.
Syncing an AR invoice from Siteline to Spectrum (click image to enlarge and read details)
Retention handling
Siteline sends retention to Spectrum as a single amount at the header level.
If no retention amount is sent, Spectrum falls back to the default retention percent on the prime contract. That value may not match the exact retention total in Siteline. Spectrum also recalculates retention from line item amounts, which can create rounding differences. By passing the exact retention total from Siteline, the amounts stay aligned between both systems.
Spectrum does not support retention invoices, so retention-only invoices cannot be synced from Siteline to Spectrum.
Step 7: Use vendor invoice and payment history for waiver workflows
Siteline uses Spectrum vendor invoice and payment history to support waiver-related workflows.
Only posted AP invoices appear in Siteline. Draft or unposted AP invoices in Spectrum aren't visible to Siteline, so post them in Spectrum first if you expect them on a vendor waiver.
This includes:
Invoice number
Invoice date
Invoice amount
Retention held
Amount paid
Payment number
Date paid
Vendor invoice/payment history for waiver workflows (click image to enlarge and read details)
Step 8: Map tax groups
Siteline supports tax group mapping between Spectrum and Siteline.
Tax group mapping (click image to enlarge and read details)
