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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

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

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…

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…

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.…

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…

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…

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…

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

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…

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…

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…

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…

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…

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

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…

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…

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…

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…

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…

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

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…

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…

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…

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…

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…

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…

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…

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…

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…

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 – …

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…

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

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 –…

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…

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…

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…