Swinerton Support

ADF - Accounts Payable Processes 11

• AP - Maintain Business Partner
• AP Query - Vendor Query
• AP Voucher - Enter Voucher
• AP Voucher - Post Voucher
• AP Voucher - Void Voucher

See all 11 articles

General Ledger Processes 23

• Department Setup
• GL Logs
• GL Queries
• GL Reports
• GL - Account Pick List

See all 23 articles

ADF - Job Billing Accounting Processes 16

• JB - AR Aging Report - Detail
• JB - AR Aging Report - Summary
• JB - AR Billing and Payment Status Report
• JB - AR Client Information Query
• JB - AR Invoice Listing Report

See all 16 articles

ADF - Job Cost Accounting Process 36

• JC - AP Aged Payables by Job Report
• JC - AP Outstanding Vouchers by Job Report
• JC - AP Aged Report by Vendor
• JC - Detailed Commitment Holds
• JC - Compliance Report

See all 36 articles

CMiC Upgrade - Accounts Payable 14

• AP Vendor Information Query
• AP Voucher - Enter Voucher
• AP Voucher - Post Voucher
• AP Voucher - Void Voucher
• AP Voucher - Adjust Posted Distribution / Re-class

See all 14 articles

Accounts Payable 9

• Accounts Payable - Vouchers (Not processed via Workflow)
• Accounts Payable - Request for Payments (Not processed via Workflow)
• Joint Check - Special Payment Instructions Form
• Letter for Vendors & Subs - How to submit invoices or RFP
• Letter for Vendors & Subs - Change of Address

See all 9 articles

ADF Subcontract Management 1

• Assign Posted Voucher to Subcontract

AP Imaging & Workflow 5

• AP Workflow - Approval/Rejection Process
• AP Workflow Outline
• AP Imaging (Invoice Processing)
• Utilizing Owner Draw Box in Workflow to Automatically Release PwP Hold
• AP Workflow Rejection Outline

Business Partner Request 1

• Business Partner Requests and Updates

CMiC Upgrade - Business Partner Request 1

• Business Partner Request

Company Setup 11

• 01 General Ledger (GL), Department, and Bank Account Setup
• 02 Security Setup - Add Security Groups and Add Users to Security Groups
• 03 Accounts Payable (AP) Setup
• 04 Accounts Receivable (AR) Setup
• 05 Job Costing (JC) Setup

See all 11 articles

Compliance 2

• Compliance Overview in CMiC
• Compliance Management in Enterprise

Corporate Accounting 2

• AP Imaging (Indexer)
• Reopen Overhead Job in CMiC Enterprise

General Navigation 5

• Navigation - CMiC Enterprise
• Creating a Batch in Enterprise
• Accessing Projects from Enterprise
• "Could not reserve record (2 tries). Keep trying?" error message
• Opening Multiple Screens in Enterprise at the Same Time

Job Billing 3

• Job Billings - Voids and Deletions
• Job Billing - Process Owner Billing
• 1) Job Billing Setup at Financial Job Start

Job Cost 3

• Job Cost - How to Enter Transactions (Journal Entries)
• Sub-To-Self A/R - A/P Process
• Import Transactions and Post (Foreign Batch Import)

Job Close 5

• Is My Project Ready to Close Checklist
• Closing the Project in Field
• Closing the Job
• Closing the Contract
• Closing a Job with a "Pending"

Kofax 8

• Kofax Validation Client
• Kofax Data Entry
• Kofax Data Fields
• Kofax Reject Invoice
• Kofax Additional Info

See all 8 articles

Month End 3

• Entering WIP (Summary)
• WIP Processing
• Voiding WIP

Operations Accounting 10

• Is My Job Ready To Close Checklist
• Overview of Construction Insurance
• Job Cost and GL CMiC Terminology
• 2016 Overhead Coding
• CMiC Function Key Template

See all 10 articles

CMiC Upgrade - Operations Accounting 57

• How to View Account Transactions by Batch and Department
• How to View Account Transactions by Department
• How to View the Job Status of a Project
• How to Run a General Ledger Transaction Detail Report by Department
• How to Run a Job Cost Posting Report After a Batch has Been Posted

See all 57 articles

Reports 3

• Accounts Payable Reports
• Exporting CMiC Standard Reports to excel or .csv formats
• Job Billing Backup with Image Links Report

CMiC Troubleshooting 10

• AP Workflow: The AP Workflow was just changed on my job. Will invoices automatically re-route to the new Coder / Approver / Accountant?
• AP Workflow: I submitted an invoice to einvoice@swinerton.com, but am not seeing it in workflow
• AP Workflow: An RFP Workflow Notification keeps coming back to me (as an Accountant). How can I clear this out of my workflow?
• AP Workflow: Can I Edit the Job Number Field on the Left Hand Side of the Invoice Header?
• Image Manager: AP Indexer Seeing Error Message "No data was found for lookup Invoice Approver (lvl2)"

See all 10 articles

CMiC Upgrade - CMiC Accounting Troubleshooting 4

• AP Workflow: The AP Workflow was just changed on my job. Will invoices automatically re-route to the new Coder / Approver / Accountant?
• AP Workflow: I submitted an invoice to einvoice@swinerton.com, but am not seeing it in workflow
• AP Workflow: Can I Edit the Job Number Field on the Left Hand Side of the Invoice Header?
• Image Manager: AP Indexer Seeing Error Message "No data was found for lookup Invoice Approver (lvl2)"

Textura 1

• Import Manually