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Included Stock Reports
Reporting » Included Stock Reports
The below is a complete PDF list of the current reports available in Spire. For Customer Reports please review the custom report links from the main navigation menu or by the next page link at the bottom of this page. Spire Reports
Customers – Included Reports
Customers » Customers – Included Reports
Customer Statement Customer Statement Detailed #10 Envelope with Return Address #10 Envelope
Sales Orders – Included Reports
Sales Orders » Sales Orders – Included Reports
Work Order Sales Order List Sales Order Details List Sales Order RMA Order Quote Pick Ticket Order Confirmation Backorder Details by Customer
Reports
Company Setup » Reports
In the Reports section, you will be able to adjust your security preferences on how your company can process reports. Disable security – With this setting, all users will have access to all reports for the modules that they have access to. Enable Security –…
Reports
User Settings » Reports
Once the company defaults are set for reports, each user can be set to what reports they are allowed. Each report can be set to Preview, Print, Export and Email. This screen also shows the template and Crystal Report .rpt name of each report including custom…
Stock Reports
Reporting » Stock Reports
All stock reports are saved on the server in C:\Program Files (x86)\Spire\Reports. !Do not edit these reports and then leave them in this location. All changes will be overwritten when a new version of Spire is installed.
Custom Reports
Reporting » Custom Reports
Custom reports for Spire are saved on the server in one of 2 places. If the report is required for all companies then save it on the server in C:\Programdata\Spire\Reports If the report is just for one of the companies then it is saved on the server in…
Reports Tab in Modules
Reporting » Reports Tab in Modules
Most of Spire’s reports run from the list view. The user sets the filter criteria and then prints ‘All’ or prints the ‘Selected’. In some circumstances other criterion is required to be passed to a report. In these cases Spire has added a…
Entering UDF Data & Using them in Reports
Optional Add-ons » User Defined Fields » Entering UDF Data & Using them in Reports
Entering data in UDFs Entering data into the fields that you created is done by going to the ‘User Defined’ tab of the module. All the formatting you applied when setting up the fields, are respected. Creating Reports on UDF data Open Crystal Reports and edit…
Purchase Order Footer
Purchase Orders » Purchase Order Footer
Total Vendor Freight – The freight that the vendor will include on their invoice. If “Enable Landed Cost” is on in Company Settings/Inventory then this cost will get included in the cost of the items received. If it is not on, then the freight…
What’s New in Version 2.2
What’s New in Version 2.9 » Previous Versions » What’s New in Version 2.2
2.2 New Features: • The last of the technology upgrades • AR and AP multiple invoice discounts • AR and AP void transaction (not just Payment) • AR and AP payment application over several invoices • Purchase Order line…
Requisitions
Requisitions
Requisitions is the step in between Sales/Production/Inventory and Purchase orders. Items sent to requisition stay on the list until the purchase order is closed or the production order is built. Save – Save changes Delete – Delete a line from…
Processing Sales Orders
Sales Orders » Processing Sales Orders
Save – Saves the order but leaves it open. This is useful if you are creating a sales order and the customer wants the order number. Even though the order number is displayed, it is not permanent until saving because another user on the network may save…
Communications
Inventory » Communications
Notes can be added to inventory items for various reasons. If the alert flag is set like the example above this note will pop up when adding the item to an order. The note can also be assigned to a user so that when the user logs into Spire and the note is due or…
Purchase Orders
User Settings » Purchase Orders
Access Purchase Orders – Can get into POs and the PO module will be on the main menu. Add Purchase Orders – Allow user to add POs Add to Existing Purchase Orders – Allow user to add to existing POs Allow change Phase – User can edit the phase that a PO is…
Purchase Order Header
Purchase Orders » Purchase Order Header
Main Vendor – The vendor’s code and name Vendor Order Number – A confirmation number given by the vendor for this PO. Notes – This note comes from the vendor record in a field called ‘Notes’ Used for that one important item…
Purchase Order List
Purchase Orders » Purchase Order List
This list may not be in the same order because the columns can be moved and removed. Also some columns, like costs have security settings so some users may not see them at all. Order No – Purchase order number. This is assigned sequentially when creating the…
Purchase History
User Settings » Purchase History
Access Purchase History – Gives access to PO history and is added to the user’s main menu. View Historical Cost Prices – Can see the cost from historical POs Copy Purchase History Order – Can copy a historical PO to a new PO. Credit Purchase History Order…
Purchases
Inventory » Purchases
These are all of the purchase orders for this item that are not yet closed to purchase history. You can see at a glance how many are on each PO, what the price is and when the PO is due. The user can double click on any PO an edit, issue, receive, apply Accounts…
Processing Requisitions
Requisitions » Processing Requisitions
When the requisition button is clicked the list of items that need ordering are populated. The user still has the opportunity to edit the vendor, the quantity and the costs before processing it to a purchase order. To create purchase orders immediately, click the…
Processing Purchase Orders
Purchase Orders » Processing Purchase Orders
A purchase order can have 4 different statuses. Open – Open means that the PO has not yet been sent to the vendor and the items are not put ‘On Order’ in inventory. Issued – Means that the vendor has received a copy of the purchase order. …
Purchase Order Details
Purchase Orders » Purchase Order Details
This is where items are added, edited and received on a PO. *Note that the item that is highlighted on a PO shows its status in inventory. The user can see Available, On Hand, Committed, Back Ordered, On Order, and Expected Due Date. Add – Adds a new line…
What’s New in Version 2.1
What’s New in Version 2.9 » Previous Versions » What’s New in Version 2.1
Add Optional Service Manager (Equipment tracking module) Improve all Sales Tax behavior to make all 4 tax fields available as configured, allow any tax to be set as recoverable Add timecard_entries table to improve Timecard data structure Add Items tab to Sales…
Vendor
Vendor
Vendor List The vendor list shows all vendors by default but the user can set filters and layouts to customize the view as they require. Add/Edit Vendor To add a vendor, click the + (add) button and to edit an existing vendor click the vendor in the vendor list…
Details
Inventory » Details
Inventory Header Navigation Arrows – Navigates between inventory records keeping the list filtered and sorted as it was when the item was edited. Save – Saves and keeps the item open Save/Close – Saves and closes the window back to the main…
Purchase Orders
Company Setup » Purchase Orders
Post to Accounts Payable – When checked, the inventory receipts on POs will be accrued if received before obtaining the vendors invoice. Once the invoice is received, the AP entry is done from within the PO and the accrual is reversed. If the invoice is available…
Modules using Multi-Currency
Multi-Currency » Modules using Multi-Currency
Multi-Currency is used in various places in Spire. General Ledger – Journal entries can be made posting to foreign and base accounts. NOTE: The base and foreign amounts as well as the rate are editable prior to posting. Accounts Payable – All items…
Inventory
Company Setup » Inventory
Warehouses Multiple Warehouses – Select if you require more than one warehouse. Receiving/Transfers Post adjustments to GL – When adjustments are made they will get posted to the GL. Default Adjustment Account – Default GL account to post inventory…
Vendor Price Edit
Inventory » Vendor Price Edit
Allows multiple vendor prices to be added to each item. Inventory – Warehouse and part number Vendor – Vendor name Vendor Part No – Part number the vendor uses and will print on Spire’s default purchase order number instead of companies…
Backup
Backup & Restore » Backup
To backup Spire data click on the tray icon on the server. It may be on the task bar or the user may have to click the little ‘up arrow’ on the tray to see the hidden icons. When the company list comes up double click on the one to set a snapshot for.…
Lot Numbers
Inventory » Lot Numbers
On the upper section it shows: Number – The lot number Hold – Whether it is on hold. This is used to quarantine lot numbers Available Qty – How many are still available to sell or for production Unit Cost – Cost of this lot…
Job Costing
Job Costing
Video Instruction – Job Costing The Job Cost module allows posting of cost, income and time so that a company can track a job through its processes. Refresh – Refreshes the list for any additions or changes other made to the jobs Filters – …
Main Tab
Sales Orders » Sales Order Header » Main Tab
Once the customer is selected the customers credit information will be displayed, If the credit limit background is red this means that the customer is over the credit limit or has unpaid invoices beyond their terms. The user must have the security setting…
Receipts
Inventory » Receipts
Similar to the purchase history tab, this shows receipts for the item. Unlike purchase history this includes all receipts done from purchase orders not yet closed, and it shows all receipts done from the inventory adjustments module. The PO and the adjustment can…
Serial Numbers
Inventory » Serial Numbers
The serial number tab shows the serial numbers for this item. By default it shows the available serial numbers but the user can select ‘Depleted’ and ‘All’ as well. The upper area shows the serial, the hold flag and the unit cost, and the…
Batch Payables
Batch Payables
Batch Payables List Batch ID – The batch number. Date – Date the batch was created. Due By – The due date of the batch if selected. Currency – The currency of the batch. Note that currencies cannot be mixed. Total – The total amount…
User Defined Fields
Optional Add-ons » User Defined Fields
Overview The UDF module allows you to add fields that are not included in the default Spire program. There are several types of data fields that can be added and they can then be given parameters for how the data is to be formatted. Once entered, this data can be…
Purchase Orders
Job Costing » Purchase Orders
Purchase orders can be directed to a job as long as the GL account used is an expense or cost of goods account. To select a job for a purchase order either select from the header, after which each line of the PO will be populated with the selected job… …
Sales Item Status
Sales Orders » Sales Order Details » Sales Item Status
The image above shows that when an item on the order is highlighted, it shows the status of it in inventory. Available – This is the onhand quantity minus the committed quantity. On Hand – This is the amount that is in stock and includes inventory that…
Sales History
Inventory » Sales History
This screen shows all the customers that have purchased this item along with the quantity, price and margin. The user can drill down into an invoice to print, copy or credit it. If they have the security permissions to do so they can edit non-financial information…
Reporting
Reporting
Spire uses Crystal Reports for all of its reports. Spire partners can assist with developing reports for you or if you have the knowledge you can write them on your own. The reports are created or edited with Crystal Reports versions 10, XI or 2013. Crystal Reports…
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…
Sales Order Details
Sales Orders » Sales Order Details
Insert – Inserts a blank line above the highlighted line so the user can keep items grouped. Delete – Deletes the highlighted line Comment – Brings up a comment dialog. The user can either enter miscellaneous comments or select from previously…
Processing
Optional Add-ons » Production Manager » Processing
To meet the requirements od a production order the user can either visually look at the order to see if it can be built by looking at the colored indicators. Green – on the top item means that all components or sub-assemblies are available to proceed. Yellow…
Templates & Parameters
Reporting » Templates & Parameters
To find out what report templates and parameters are available when printing, turn on the user setting Reports ‘Enable report development tools’. Then whenever the print button is clicked this dialog will appear beside the reports list and the available…
What’s New in Version 2.9
What’s New in Version 2.9
Inventory Count Module Click Here to see how this module works This will allow count files(s) to be created and give an immediate onscreen variance. Counts are then posted to receipt and the GL. This includes the ability to count and adjust serial/lot numbered…
Accounts
General Ledger » Accounts
Export – Used to export the filtered list and column order to Excel. In the screenshot example above this list is sorted by account number and has a filter set to see all rows where ‘Debit Balance’ and ‘Credit Balance’ is not 0.00…
Accounts Payable
Opening Balances » Accounts Payable
The usual method for entering accounts payable opening balance is to simply enter one transaction for each outstanding invoice. The other way to post the opening balance is to import it as an AP transaction which in the end has the same result as entering it…
Accounts Receivable
Opening Balances » Accounts Receivable
The usual method for entering accounts receivable opening balance is to simply enter one transaction for each outstanding invoice. The other way to post the opening balance is to import it as an AR transaction which in the end has the same result as entering it…
AR Entry
Accounts Receivable » AR Entry
Accounts Receivable Entry Type – AR entry can be one of 6 types. Credit Memo Debit Memo Invoice Payment Service Charge Write Off Customer – Select a vendor to post to. Date – The date for the transaction. Terms – The terms given…
Sales Line Details
Sales Orders » Sales Order Details » Sales Line Details
The order of these fields will vary based on the way the user has set them. Some of the fields will not show up for users that do not have the security permissions to see them. Part No – The item selected from inventory or a miscellaneous code. Description…
Restore
Backup & Restore » Restore
To restore a Spire dataset go to the Spire tray icon on the server. When the company list is displayed, select add, and then ‘Add Existing Company’. Company to Import – Browse to the snapshot file to restore. Datbase Name – Select a…
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…
Warehouses
Settings » Warehouses
Code – The code assigned to this warehouse Description – The description of this warehouse which is available to print on purchase orders and other reports. Address – The address of this warehouse which is available to print on purchase orders and…
Sales Taxes
Settings » Sales Taxes
Tax Code – The code for this tax that can now be added as the default to customers for invoices and AR and to vendors for purchase orders and AP. Description – Description of the tax. Short Name – Name that shows on sales orders, purchase orders,…
Utilities
Utilities
The following section will provide you with an overview of the utilities included in Spire which will include the following topics. Inventory Adjustments Customer Code Change Inventory Code Change
Phases
Settings » Phases
Phase Code – A code for this phase Phase Type – Select Sales Order, Production Order or Purchase Order. This phase will be only available within that module. Description – A description for the phase. Report Type – Enter a report template…
Configuring Your Custom Fields
Optional Add-ons » User Defined Fields » Configuring Your Custom Fields
Configuring your custom fields Make sure you first have access to design the UDF structure. To add new fields to one of your modules, go to the tab “User Defined” within one of the records. In this example we will add some fields to the sales order. Note that…
Payroll
Job Costing » Payroll
Each line of a timecard can be posted to a separate job/account When the payroll timecards are posted a percentage of the overhead (burden) gets allocated to each job on the timecard. Included in the overhead is Employment insurance (EI) Canada Pension Plan…
What’s New In Version 2.6
What’s New in Version 2.9 » Previous Versions » What’s New In Version 2.6
Spire 2.6 Feature Additions Unlimited number of payment methods Click Here for instruction Removed the limit of 7 payment methods for sales orders and POS Added the ability to round invoice/POS payment to nearest 5 cents for penny rounding Click Here for…
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…
Communication
Sales Orders » Sales Order Header » Communication
Any number of notes can be added to an order that can have several options. Subject – Gives the note a subject Type – This groups notes by a type and must come from lookup list if used Body – The details of a note Assigned To – Who is…
Phase
Sales Orders » Sales Order Header » Phase
This tab displays each phase that an order has gone through including when it entered that phase and when it was completed. The user is able to edit the start and end time if necessary. They can also add in different information and notes, and if the phase required…
Special Accounts
Company Setup » Special Accounts
Special Accounts are required to setup the company’s integration between the GL and the sub ledgers. It is important that these are selected carefully as this controls the company’s financial information. The user that sets these up should have a good understanding…
What’s New in Version 2.4
What’s New in Version 2.9 » Previous Versions » What’s New in Version 2.4
January 2017 Canadian Payroll tables Improved Payroll Year End Procedure Prevent payroll year end from being done more than once Block users from posting timecards in January without first performing payroll year end Ability to post payroll timecards to last year…
Setting Up a Spire Backup
Spire Installation » Setting Up a Spire Backup
To create a Snapshot of Spire data you will need to do the following: Open Spire Server Tray Double click a company Choose Interval Select time to perform snapshot Select how many snapshots to save Snapshots will be saved in on the server in…
Templates
Optional Add-ons » Production Manager » Templates
The Production templates tab is where the components are defined for production orders. They are otherwise known as ‘BOMs’ or ‘Recipes’. When a new production order is created the user can select the template from which to derive the order. …
Sales Payment Balancing
Sales Payment Balancing
If the company takes several forms of payment then the following is the procedure to balance the payments against the invoices/POS processed. On the top menu go to Sales/Cashout Reports Add a new batch for the period to be balanced and give it a name, such as…
Production Manager
Optional Add-ons » Production Manager
Production Manager add-on lets you control inventory with pinpoint accuracy, reduce unplanned expenses and improve cash flow. Efficiently plan production from beginning to end and track progress with real-time information on raw materials, costs and production…
Record of Employment (ROE)
Canadian Payroll » Record of Employment (ROE)
What is an electronic ROE? An electronic ROE is submitted to Service Canada electronically. Spire does not print paper ROE’s. More than one employee ROE can be included in an electronic submission. ROE Web is an efficient, reliable, secure, simple, and easy to…
Order List
Optional Add-ons » Production Manager » Order List
Production Order list Refresh – Refreshes the list of production orders for changes that others have made. Filters – Sets filters to see just the production orders required. Search – Enter the word(s) to find info from the header or details of…
General Ledger Year End
General Ledger » General Ledger Year End
At any given time Spire has 3 years open that users can post to. They are Last Year, This Year and Next Year. Typically companies work in This Year but that is not a requirement. By working in This Year Spire allows the user to back date and post date transactions 1…
Inventory Adjustments
Utilities » Inventory Adjustments
To setup inventory adjustments go to Company Settings/Inventory and select a default GL account that adjustments should be posted to. This should be a cost of goods account that writes off the inventory. There is also an optional setting to post a markup percentage…
Payroll T4’s and T4 Summary
Canadian Payroll » Payroll T4’s and T4 Summary
!Note that T4’s are saved each year, so make sure that you select the correct year for printing. To produce T4’s from Spire Make sure all Payroll for the year has been posted Perform payroll Year End as per these instructions Click Payroll/Employee…
Customer Open AR Items
Accounts Receivable » Customer Open AR Items
Header Open Customer – Opens the customer to see all their information including sales history and open sales orders. Apply Finance Charges – Applies finance charges to this customer. This relies on the finance charge rate being set in Company…
Electronic T4 and T4 Summary – xml Upload
Canadian Payroll » Electronic T4 and T4 Summary – xml Upload
After T4’s have been generated, edited and verified they can be uploaded to CRA directly (i.e. without having to re-enter the details through CRA’s web portal). If you have more than 50 T4’s then you must use this procedure. The purpose of this…
Producing a Record of Employment (ROE)
Canadian Payroll » Record of Employment (ROE) » Producing a Record of Employment (ROE)
When an ROE is required click on “Payroll->Records of Employment” You will see a list of previously produced Records of Employment. If an ROE has been remitted it will have a date and can no longer be edited or deleted. They will always be there for…
Production Order
Optional Add-ons » Production Manager » Production Order
Production Order Once a production order has been created it can go through several steps before it gets built and received to inventory. Click on add or edit to open a production order. Header Save – Saves the production order. Save/Close – Saves and…
Communications- (CRM)
Communications- (CRM)
The communications tab appears in most modules and master records. It allows a user to enter notes that can then be assigned to either the current user or another user for followup on the specified date. While it is not a Customer Relationship Management system it…
Inventory
Inventory
Inventory List – When inventory is selected from the main menu, the inventory list is presented to the user either the last way they left it, or using the default, if it was set by the user. It remembers column position, width and the column it was sorted by.…
Account Reconciliation
General Ledger » Account Reconciliation
Each general ledger account can reconciled against a statement. The most common use is for banks and credit cards, but any account can be reconciled. To access the account reconciliation, go to GL/Accounts and open the account to be reconciled and click on…
Price Matrix
Price Matrix
Spire’s Price Matrix allows the user to set pricing for customers and groups of customers in many different ways. Add/Edit Price Save – Saves the price. Save & Close – Saves and closes the price. Copy – Copies a price record. Whse –…
Inventory Count
Inventory Count
Inventory count is a module used to aid in the counting of inventory quantities for individual or groups of inventory items. Counting inventory is an important part of keeping your system up to date and accurate with regard to quantities. Properly and regularly…