Connecting AP automation to Viewpoint Spectrum requires mapping your job cost codes and vendor records before syncing invoice data bidirectionally. Vergo's Spectrum integration handles this with native GL mapping, automated cost code assignment, and invoice routing that posts directly to Spectrum without manual re-entry.
Prerequisites
- ERP Access: Ensure you have administrative access to your Viewpoint Spectrum instance.
- Cost Code Structure: Map your construction job, phase, and cost code hierarchy in your ERP.
- Approval Hierarchy: Establish your construction project approval workflow.
- Stakeholder Buy-in: Get alignment from accounting, project management, and IT teams.
Step-by-Step Implementation
- Configure your AP automation tool to map invoice data to your Viewpoint Spectrum cost code structure. This ensures invoices sync to the right jobs and phases.
- Set up user roles and permissions in Spectrum to match your approval workflow. Decide if approvals route by job, cost threshold, or a combination.
- Onboard your field teams to the AP automation mobile app. Train them on submitting and approving invoices on the go.
- Pilot the integration with a single project or department first, then roll it out company-wide.
- Sync invoice data from your AP tool to Spectrum in real-time. Spectrum will match it to the right jobs and phases.
- Monitor the integration for any data mapping issues or user adoption challenges.
Common Pitfalls
- Not involving your project managers in the approval setup
- Failing to properly map your cost code structure in the ERP
- Skipping a pilot project to work out the kinks
- Ignoring field team adoption and training
- Integrating the AP tool too late in your Spectrum implementation
How Vergo Makes This Easier
Vergo provides pre-built integrations between leading AP automation tools and Viewpoint Spectrum. We handle the initial data mapping, user provisioning, and approval workflow configuration. Our mobile-first experience also makes it easy for your field teams to manage invoices on the go. Get started with Vergo for streamlined construction AP automation today.
How Vergo Helps
Vergo is a card-agnostic expense management platform built for construction. Connect any corporate or project credit card and get full visibility and control over field spending.
- Job-cost coding at the point of capture — field teams assign job number, cost code, and cost type from their mobile device before the receipt leaves the job site.
- Per-job spend controls — set card limits by project, cost code, or cardholder so spending stays within approved budgets.
- Mobile receipt capture — superintendents and PMs photograph receipts on-site with automatic data extraction.
- Role-based approval workflows — route expenses through project managers, job-level approvers, and controllers based on your org structure.
- Vergo integrates natively with Viewpoint Spectrum, syncing coded expenses directly into job cost and general ledger without manual re-entry.
Related Questions
Frequently Asked Questions
How long does it take to connect AP automation to Spectrum?
The timeline can vary, but most customers are up and running in 4-6 weeks with Vergo's guided implementation process.
What if my cost codes aren't set up properly in Spectrum?
We'll work with you to map your job, phase, and cost code hierarchy to ensure invoices sync to the right areas.
Do I need my IT team involved for the integration?
Not necessarily. Vergo's implementation team can handle most of the technical work, but we recommend involving IT for ERP access and change management.
What if I have issues with the AP automation integration?
Our support team is available to troubleshoot any data mapping, user adoption, or sync issues that come up.