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    RE: Employee Portal

    Posted in: General Inquiries

    ​That is what we did before via a 3rd Party. We purchased the new HR Management Viewpoint Portal so we could manage all of our employee needs including Open Enrollment. Now we are the 3rd Party enrollment portal and have to send the files to the insurance ...

  • Posted in: General Inquiries

    Paul, Have you considered implementing a Benefit Administration platform on top of Viewpoint to automate this process? The BenAdmin system receives the demographic data from Viewpoint.  Employees would enroll in the BenAdmin system.  The BenAdmin system ...

  • Posted in: General Inquiries

    Kathleen, The retainage liability needs to be booked at the time of the original invoice, as you have done historically. I'm not sure why they are telling you to record it at the net amount. I haven't seen a modern software package for construction that ...

  • Posted in: Sacramento, CA

    Hello, We are looking for an Accounting Manager/Assistant Controller to join our team. Please contact me if you know of a possible candidate.  Also, it would be appreciated if you could please forward this job opening to those in your construction accounting ...

  • Posted in: General Inquiries

    ​​Good afternoon! I don't know how many of you are General Contractors or deal with Subcontractors but I have a question how you or your software handles retainage. I am using a very old but efficient accounting system for Construction. I the subcontract ...

  • Posted in: General Inquiries

    Sheri, I echo the others who suggest hiring an experienced CPA firm to assist.  While we had excellent records and felt we were prepared for our audit, it seemed to drag on and on.  We ran into challenges with requests for information already submitted ...

  • Posted in: General Inquiries

    Paul, Keystyle has worked well for us - we only utilize the AP workflow features of it.  The implementation was not the greatest due I think to Keystyle and Viewpoint not knowing each others product very well at the time.  Once all the bugs were worked ...

  • Posted in: General Inquiries

    Michael, We used Source One Solutions for our implementation of Vista.  Although it has been several years, the implementation went very smoothly with very little problems. They had a good system or procedures for implementation specifically focused ...

  • Posted in: General Inquiries

    Roger is spot on!  Especially when it comes to Viewpoint "waiting to smash our head into the wall then yell go right"!  I've spent time trying to figure out why an application or report no longer works then come to find, there are working on a fix when ...

Chapter Announcements

  • June Newsletter

  • Welcome to Yuko Baker

    On behalf of the Board of Directors of the Honolulu Chapter of CFMA, we would like to welcome our newest member to our chapter, Yuko Baker of Alakai Mechanical Corporation.  We all look forward to meeting you at one of our upcoming events.
  • 2019 Chapter Award!

    Our chapter was recently awarded the Founder's Recognition award from CFMA National. Thank you to our members and leadership who made this award possible!

    View Certificate Here.
  • Summer Break

    ​There will be no CFMA meetings from June through August 2019 due to summer break and vacation schedules. Our regular monthly meetings will start back September 12, 2019.
  • May Newsletter

    May
  • Success Encompassed

    CFMA 2019 Annual Conference & Exhibition in Las Vegas in June provided unparalleled education opportunities, including general sessions, mini-conferences, breakout sessions, peer groups, and a multitude of social and networking experiences.   The 2020 Conference will be in our back yard - The Marriott Wardman Park, DC.  May 30- June 3, 2020.
  • Welcome to our newest members!

    We are happy to annouce the CFMA Piedmont Chapter's  two newest members: Courtney Ageon of LBA Haynes Strand PLLC and Robert Pfeiffer of WIMCO Corp.  Welcome!

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