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Accounts Payable EFT
Batch Payables » Accounts Payable EFT
When processing payables from batch mode the user can select EFT as the payment method to create a CPA1464, also known as a “005” file for upload to the bank. When the post button is clicked the user will be asked where to save the payment file. Once…
Batch Receivables – & EFT
Accounts Receivable » Batch Receivables – & EFT
Batch Receivables Setup Before using accounts receivable batches the user will need permission set for their login in User Settings/Accounts Receivable. For EFT deposits a GL account must first be selected in Company Settings/Special Accounts/AR Accounts. It is…
What’s New in Version 2.5
What’s New in Version 2.9 » Previous Versions » What’s New in Version 2.5
Spire 2.5 Feature Additions User Defined Fields (UDF’s) have been added to list views Click Here for instruction User defined fields are now visible on the list views and can be filtered, searched, sorted and exported. Electronic Funds Transfer (EFT) for…
Employees
User Settings » Employees
In the Employees section, you will assign permissions this user will be able to view, modify or export. Access Employees – Allows user access to the employee list Add Employees – Can add employees Edit Employee – Can edit employees Delete Employees – Can…
Direct Deposit
Canadian Payroll » Direct Deposit
Inform your bank that you will be submitting a CPA1464 (Also Know As 005) file. Set the companies bank information in Company settings -> Company -> Banking. Not all fields are required by all banks. Check with your bank for what they require. Go to each…
Accounts Receivable
Accounts Receivable
When first going into accounts receivable the aged list will be shown. This list can be sorted and filtered. Add – Adds an AR entry. View Receivables – Opens the receivables records for the selected customer. Apply Finance Charges – Applies…
Company Setup
Company Setup
Company Settings Once you have Spire installed on the system you will need to modify both the company and user permissions in accordance with your specific internal requirements. Begin with the Company Settings as pictured below. Once you have clicked on Company…
Processing Payments
Accounts Payable » Processing Payments
Type – Hard coded with ‘Payment. Vendor – If done from inside AP for an existing vendor, this will be the vendors code and it is not editable. Date – Date for the payment that will be printed on the cheque Payment no. – The cheque…
Customers
Customers
Creating or Editing a Customer Select ‘Customer’ from the main menu and then click the + (plus) button. This will bring you to the customers main address screen. If creating a new customer the minimum data entry required is the customer code and a…