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SMTP Email
Spire Server Admin » Integrations » SMTP Email
You can configure your company email settings here, to be used for all companies, rather than having to do so in Company Settings for each individual company. Access the Integrations area of the Spire Server Administrator to start the setup. Setup Click the Setup…
When you send emails to customers or vendors or employees, either as simple communications or with reports or forms attached, you can maintain and view the list of emails before and after they are sent, and easily recall previous emails for the purpose of…
User Settings » Email
In this section you will set permissions for the Email module, and the name and email address for both outgoing mail and where recipients can reply to. If left as default, the email settings will come from the email configuration in Company Settings. Below is the…
Company Settings » Email
Setup The Email section is where you specify the name and email address for both outgoing mail and where recipients can reply to. If the user settings are not set up for Display and Reply-To email information, then these company settings will be used. This information…
Email Messages
Email » Email Messages
When emails are saved or sent, they are available to be seen, edited or resent from the Email module and the Messages tab. You can edit any single email message to send it, make changes or resend it if it has already been sent before. If you create a new email from…
Email Templates
Settings » Email Templates
Email templates can be used throughout Spire for sending email merges with customers and vendors and transactions. A template can be setup so that you do not have to type the email subject and body each time it is sent. Some of the merge fields can also be used to…
Creating an Email
Email » Creating an Email
To create a new email using the editor, highlight a record of interest in the grid and click the Email button in the toolbar of any application that supports it. You can also use the Print button to select a report and then email it, but from the Email button you can…
Version 3.10
What’s New In Spire » Version 3.10
New Features 3.10.4 Communications Notes are displayed as banners when opening a record, with colour based on alert or due date status. Bank Reconciliation and Import support posting bank transactions on the fly, and matching and display improvements. …
Upgrading to this Version
Upgrading to this Version
Prior to installing the most current Spire version and converting data, below is a synopsis of what to expect and plan for, when updating from different older major versions, and for features that might require additional learning or need updated business processes.…
SendGrid
Spire Server Admin » Integrations » SendGrid
If you send emails in volumes large enough or frequently enough that it might trigger spam blocking or black-listing from your email provider, you may want to consider using SendGrid by Twilio to manage emailing. Manage your emails more efficiently, give simpler…
Batch Emails
Email » Batch Emails
You also have the ability to create multiple emails at a time, make specific changes to individual emails and even save them to a queue to send later. You can do this by multi-selecting records from the grid and clicking the Email button in the toolbar. When multiple…
Communications
Sales Orders » Sales Order Header » Communications
Any number of communication notes or alerts can be added to an order, to track customer conversations or anything important to be remembered. Read the Communications manual topic for additional information. Communications can be shown as banners when an order is…
Emails as Communications
Email » Emails as Communications
When editing a record or transaction that supports emails, the Communications tab not only shows the list of Notes saved as alerts or reminders, but also a list of all emails generated and sent to them. From here you can view what had been sent in the past, Send…
Printing Reports
Reporting » Printing Reports
Whether you print reports from a list of selected records, while editing a specific record, or from the Reports tab, you will be printed with a list of available reports that belong to this area. Depending on user security, there may be certain reports that have been…
New Install
Spire Installation » Installing Spire on the Server » New Install
*Note – Spire Admin does not work with Internet Explorer. Upgrade to Microsoft Edge or use Chrome, Firefox or Safari. All of which are HTML5 complaint. A new installation requires that certain attributes be provisioned on the Spire server. These steps occur…
Upgrade
Spire Installation » Installing Spire on the Server » Upgrade
*Note – Spire Admin does not work with Internet Explorer. Upgrade to Microsoft Edge or use Chrome, Firefox or Safari. All of which are HTML5 complaint. When preforming an upgrade that already has a Spire licence the first screen you will see is the login to…
Mail Merge
Customers » Mail Merge
Spire integrates with Microsoft Word to create a Mail Merge database based on selected customers, to print or email documents such as mailing labels or communications for all of them, containing personalized customer database information. In the Customers module,…
Version 3.9
What’s New In Spire » Version 3.9
New Features An Email module allows for more flexible ways to send emails, and also maintain sent emails as communications for reference or resending. Creating emails and templates now support more formatting and attachment options. The Sales order…
Mail Merge by Exporting from List
Tips & Tricks » Mail Merge by Exporting from List
This video shows how to create a mail or email merge from exported Spire lists.
User Info
User Settings » User Info
When creating a new user or editing an existing user, there are a number of screens with various options or settings to configure. The initial screen is the User Info screen that contains basic user credentials. Username – The unique code that the user enters…
Reports
User Settings » Reports
Once the company defaults are set for reports, each user can have defined which reports they are allowed to print. Each report can be set to Preview, Print, Export and Email. This screen also shows the Template, Description and Crystal Report file name of each report…
Sales History
Sales History
After invoices have been posted, they are available in the Sales History list, where you are able to inquire or report on invoices, create a new order by copying, or reverse an invoice to credit the sold inventory. Sales History has it’s own list that can be…
Bill To:
Sales Orders » Sales Order Header » Bill To:
This tab displays the customers bill-to information and contacts, added to the order from the customer billing address when it is first created. If the customers address or contact information changes, existing orders will no longer match what is in the customer…
Company Settings for ROE
Canadian Payroll » Record of Employment (ROE) » Company Settings for ROE
Before producing an ROE, there is Payroll information you should ensure is complete in Company Settings and the Payroll section. *Note: – If you do not add this information to company settings, you will be required to enter it manually for every ROE…
Ship To:
Sales Orders » Sales Order Header » Ship To:
This tab displays the customers ship-to information and contacts, added to the order from the selected customer shipping address if one was selected on the Main tab, or the customer billing address if no shipping address is selected. If the customers address or…
Purchase History
Purchase Orders » Purchase History
After purchase orders have been completed, they are not simply deleted, but instead are moved to the Purchase History list, where you are able to inquire or report on old orders, create a new order by copying, or reversing an order to return the purchased inventory.…
Logs
Spire Server Admin » Logs
While using Spire, technical activity is being saved in two separate log files. These files are useful to track down any errors that may have occurred in amongst all the standard and successfully run processes. The Spire Server ‘spired.log’ contains…
Version 3.7
What’s New In Spire » Version 3.7
New Features; • Add SPS Commerce EDI integration Click here for setup and instructions • Add support for Avalara VAT in Europe • Add ability to override Avalara Entity Code on a Sales Order line • Add Integration Association to Imports • Add Sales Tax Entity…
Salespeople
Settings » Sales » Salespeople
Salesperson codes may be created to assign to customers and sales orders. This allows filtering or even restricting to a specific salesperson, and creating reports to calculate earned commission. You can open the list of salespeople from the top Sales menu. Code…
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 5 T4’s then you must use this procedure or incur a penalty. The…
Customers
Customers
Creating or Editing a Customer Select ‘Customer’ from either the main menu or the top Customers menu to see the list of customers. Click the plus button to create a new customer, or highlight an existing customer and click the pencil button to edit. …
Sales History
Sales Orders » Sales Order Header » Sales History
This tab allows you to see all historical sales invoices for this customer, not yet completed and closed to history. There are two sub-tabs, one for the list of invoices and the other for the list of items from those invoices. On either sub-tab you can search for,…
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. In addition to adding, editing or searching for vendors, you can select one or more vendors and create and send emails to…
Version 2.1
What’s New In Spire » 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…
Reports
Accounts Receivable » Reports
The Reports tab has a number of Transaction list template reports available to print. There are two Report Templates for Accounts Receivable and Accounts Receivable Ledger reports, each with their own set of reports and options. Accounts Receivable Select Aging…
Accounts Receivable
Accounts Receivable
To more easily see which customers have outstanding transactions, the Accounts Receivable module lists only those customers that have at least one open receivable, even if all transactions net to a zero balance. This list can be sorted and filtered for investigation,…
Sales Orders
Company Settings » Sales Orders
Orders Tab Division / Salesperson / Territory Separate orders by division – With this option set, a user only sees the orders from their own division. Require salesperson on orders – Orders will not be able to be saved without a salesperson. Require…
Warehouses
Settings » Inventory » Warehouses
Warehouses are associated with inventory item storage and transactions including purchasing and sales. When the option to use Multiple Warehouses has been enabled in Company Setup, you may create additional warehouse records in order to separate inventory item quantity…
User Settings
User Settings
Multiple people may use Spire to perform required tasks, which may be different for each person. Some people might be restricted from doing particular tasks or from seeing certain information. Defining User Settings allows creating the various allowances and…
Processing Sales Orders
Sales Orders » Processing Sales Orders
After all items and quantities have been added to the order, you can configure Spire to determine procedures to follow for determining the stage of order completion, assigning an order status, and generating internal and customer forms until the order is shipped,…
Payfirma
Spire Server Admin » Integrations » Payfirma
Payfirma is a payment solution provider that integrates with Spire. Payfirma allows processing of credit card payments for ‘Card Not Present’ transactions, from invoicing and accounts receivable. To obtain more information about how to establish this…
Version 3.1
What’s New In Spire » Version 3.1
*Spire 3.0 and up does not support Windows Vista or Windows Server 2008. (2008r2 is OK) Payroll • Add Vacation Pay expense account to Payroll Department to allow Vacation Expense to post to a separate GL Expense Account • Add default Benefit and Deduction…
Reports
Spire Server Admin » Reports
All of the Stock reports that Spire installs and uses, and any customized reports you create, are listed here. Custom report files are stored on the server in the C:\ProgramData\Spire\Reports directory. Refresh – Refreshes the list, perhaps after a new custom…
Payroll T4’s and T4 Summary
Canadian Payroll » Payroll T4’s and T4 Summary
To generate, print or export T4 forms from Spire: Ensure all Payroll transactions for the year have been posted. Payroll Year End for the year you wish to generate T4 forms has been completed. Read the Payroll Year End manual topic if you need more assistance with…
Version 2.8
What’s New In Spire » Version 2.8
Auto Update – In the Spire Server Tray the user may be presented with notification that a Spire upgrade is available. Otherwise click on Help -> Check for updates and they will see what version(s) are available and will be prompted to upgrade. Once the server has…
Customer Open AR Items
Accounts Receivable » Customer Open AR Items
When viewing the Accounts Receivable for a specific customer, a screen appears with customer information and a list of open transactions. Header Open Customer – Allows the user to open the customer to see all information including sales history and open…
Processing Payments
Accounts Receivable » Processing Payments
Customer payments can be entered either directly against selected invoices or as an unapplied payment on account. When paying customer invoices, edit the customer accounts payable record and from the Open Items tab, click the checkbox next to each invoice you want to…
Purchase Order Header
Purchase Orders » Purchase Order Header
The Purchase Order Header contains a number of toolbar buttons that control status maintenance and perform functions on the purchase order as a whole. The toolbars at the top are displayed regardless of which purchase order tab is open. Open Vendor – Opens…
Purchase Orders
User Settings » Purchase Orders
Access Purchase Orders – Allows the user to open the Purchases module. Add Purchase Orders – Allows the user to create new purchase orders, either from the New button or from copying existing POs. Add Requisitions to Open PO – Processed Requisitions are…
Batch Receivables – & EFT
Accounts Receivable » Batch Receivables – & EFT
Entering Multiple Customer Payments If you have a stack of customer checks or cash to record payments for, it may be more efficient to enter them all at once using the Batch Receivables process, rather than one at a time while editing each customer. A Batch of…
Purchase Order List
Purchase Orders » Purchase Order List
The Purchase Order list displays all outstanding purchases of different statuses, all listed in a grid that you can sort, filter or search within. Some columns on this grid such as cost amounts have security settings that must be enabled in order for them to be…
Processing Payments
Accounts Payable » Processing Payments
Vendor payments can be entered either directly against selected invoices or as an unapplied prepayment on account. When paying vendor invoices, edit the vendor accounts payable record and from the Open Items tab, click the checkbox next to each invoice you want to pay…
Main Tab
Sales Orders » Sales Order Header » Main Tab
Selecting the Customer From the Customer No field, you can use the lookup icon to navigate and locate the intended customer for this sales order. You can also enter search criteria to locate the customer based on that search results. For example, type the city and…
Batch Invoicing
Sales Orders » Batch Invoicing
If you often need to make corrections or changes to customer sales invoices after they are created and printed, you may want to consider using Batch Invoicing in the Sales module rather than Live Invoicing. Batch invoicing allows you to keep the group of invoices…
Employees
Canadian Payroll » Employees
Within the Payroll module, one tab displays the list of company employees, from which you can edit existing employees or create new ones. You can also select one or more employees from the list and create and send emails to them or any of their contacts, including…
Sales Order Header
Sales Orders » Sales Order Header
To create a new Sales Order in Spire, you typically would start from the Sales module, clicking the ‘+’ button in the toolbar. You can also create new sales orders from the Inventory List or within editing a customer or when copying a Sales History invoice.…
Sales Orders
Sales Orders
The Sales Order module is the place to maintain outstanding customer orders and invoicing. There are different types of orders you can enter, including customer quotes and recurring orders, all listed in a grid that you can sort, filter or search within. Some columns…
Inventory Count
Inventory Count
The Inventory Count procedure is used to aid in reconciling actual inventory quantities to those stored in the data, 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…