English
- Français

Spire Systems Inc

Spire User Manual — 3.8

3.13
3.12
3.11
3.10
3.9
3.8
3.7
3.6
3.5
3.4
3.3
3.2
3.1
3.0
2.11
2.10

Table of Contents

Spire Systems Inc

Spire User Manual — 3.8

Introduction
- Help Resources
What’s New In Spire
- Version 3.8
- Version 3.7
- Version 3.6
- Version 3.5
- Version 3.4
- Version 3.3
- Version 3.2
- Version 3.1
- Version 3.0
- Version 2.11
- Version 2.10
- Version 2.9
- Version 2.8
- Version 2.7
- Version 2.6
- Version 2.5
- Version 2.4
- Version 2.3
- Version 2.2
- Version 2.1
Spire Installation
- Installing Spire on the Server
  - New Install
  - Upgrade
- Importing Data
  - Migrate Files
- Installing Spire on a Workstation
Spire Server Admin
- Companies
- Accounts (Users)
- Snapshots
- Reports
- Integrations
- License
- Logs
- Archive
Backup & Restore
Company Setup
- General Ledger
- Sequence Numbers
- Variables
- Email
- Reports
- Currency
- Payroll
- Employees
- Purchase Orders
- Sales Orders
- Equipment
- Job Costing
- Vendors
- Accounts Payable
- Customers
- Accounts Receivable
- Inventory
- Production
Settings
- Calendar
- Communications
- Job Costing
- Browser Tabs
- Payment Terms
- Payment Methods
- Currencies
- Sales Taxes
- Shipping Methods
- Phases
- Email Templates
- Company Settings
- User Settings
- Inventory
- Sales
User Settings
- User Info
- General
- Currency
- Email
- Reports
- Browser
- Job Costing
- General Ledger
- Accounts Payable
- Territory
- Accounts Receivable
- Payroll
- Employees
- Phases
- Customers
- Inventory
- Point of Sale (POS)
- Payment Terms
- Salesperson
- Payment Methods
- Sales Order
- Sales History
- Vendors
- Purchase Orders
- Purchase History
- Production Orders
- Requisitions
Opening Balances
- General Ledger
- Accounts Payable
- Accounts Receivable
- Inventory
  - Lot/Serial Number Opening Balances
- Payroll
Filters/Searches/Exports
- Filters
- Searches
- Exports
- Column Layout
Locations & Profit Centers
- Setup
- Locations
- Profit Centers
Reporting
- Reports Tab in Modules
- Stock Reports
- Included Stock Reports
- Custom Reports
- Templates & Parameters
- Data Dictionary
Communications- (CRM)
- Communications Examples
- To-Do List on Login
- Communications Video Demo
Calendar
General Ledger
- Accounts
- Allocations
- Summary
- Transactions
- Recurring Entries
- Account Reconciliation
- General Ledger Year End
Multi-Currency
- Setting Currency Rates
- Currency Revaluation
- Modules using Multi-Currency
Customers
- Mail Merge
- Customer Addresses
Sales Orders
- Sales Order Header
  - Main Tab
  - Bill To:
  - Ship To:
  - Ship From:
  - Sales Taxes
  - Info
  - Phase
  - Communications
  - Sales History
  - Sales Orders
  - User Defined
  - Fill Order
  - Standing Orders
  - Service Info
  - Integrations Tab
  - Job
- Sales Order Details
- Sales Order Footer
- Processing Sales Orders
- Sales Order Salesperson Settings – What Happens
- Recover Deleted Sales Orders
Point of Sale
- Show Stock
Sales Payment Balancing
Price Matrix
- Contract Cost
Accounts Receivable
- Customer Open AR Items
- AR Entry
- Processing Payments
- Batch Receivables – & EFT
Vendor
Purchase Orders
- Purchase Order List
- Purchase Order Header
- Purchase Order Details
- Purchase Order Footer
- Processing Purchase Orders
Accounts Payable
- Vendor Open Items
- AP Entry
- One Time Vendors
- Processing Payments
Batch Payables
- Accounts Payable EFT
Inventory
- Inventory Details
- Prices and Units
- Images
- UPCs
- Movement
- Price Matrix
- Vendor Prices
- Purchasing
  - Purchase History
- Production
- Sales
  - Sales History
- Statistics
- User Defined
- Receipts
- Lot Numbers
- Serial Numbers
- Communications & Attachments
- Accessories
- Kit Components
- Macros
- Bill of Materials
Inventory Adjustments
Inventory Transfers
Inventory Count
Inventory Labels
Requisitions
- From Inventory List
- From Sales Order
- From Sales Order List
- From Production Order
- From Production List
- Processing Requisitions
Canadian Payroll
- Timecard Entry Codes
- Payroll Departments
- Employees
- Timecards
- Payroll UDFs
- Payroll Year End
- Payroll T4’s and T4 Summary
- Direct Deposit
- Electronic T4 and T4 Summary – xml Upload
- Amending or Cancelling T4s
- Record of Employment (ROE)
  - Company settings for ROE
  - Producing a Record of Employment (ROE)
- Source Deduction Remittance
T4A Statements
- T4A Company Settings
- T4A Vendor Settings
- T4A Creating Statements
- T4A Printing
- T4A – Filing Electronically
T5018 Statements
- T5018 Company Settings
- T5018 Vendor Settings
- T5018 Creating Statements
- T5018 Printing
- T5018 – Filing Electronically
Job Costing
- General Ledger
- Accounts Payable
- Accounts Receivable
- Purchase Orders
- Sales Orders
- Payroll
Budgets & Forecasts
User Defined Fields
- Configuring Your Custom Fields
- Entering UDF Data & Using them in Reports
- User Defined Fields – On the List
Utilities
- Customer Code Change
- Inventory Code Change
- Vendor Code Change
Optional Add-ons
- Production Manager (option)
- Service Manager
FAQs
- Customer Specific Part Numbers
- Why is Enter Different than Tab
- ODBC Setup
- Standing Orders
- Shortcut F Keys
- Importing New Prices
- Cumulative Quantity Breaks
- Email Templates
- Contract Cost
- Receiving Negative Inventory
Tips & Tricks
- Excel Pivot Tables
- Mail Merge by Exporting from List

Download as PDF

Payment Terms

Add, edit and delete payment methods that can then be used for customers, vendors, sales orders and purchase orders.

Point of Sale (POS)

Was this helpful?

Yes No

You indicated this topic was not helpful to you ...

Could you please leave a comment telling us why? Thank you!

Thanks for your feedback.

All rights are owned by Spire Systems Inc. Permission required to copy content