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Spire Systems Inc

Spire User Manual — 4.0

4.0
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 — 4.0

Introduction
- Help Resources
What’s New In Spire
- Version 4.0
- Version 3.13
- Version 3.12
- Version 3.11
- Version 3.10
- Version 3.9
- 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
Upgrading to this Version
Spire Installation
- Installing Spire on the Server
  - New Install
  - Upgrade
- Installing Spire on a Workstation
Spire Server Admin
- Companies
- Accounts (Users)
- Snapshots
- Reports
- Integrations
- License
- Logs
- Archive
- Setup
Backup & Restore
Company Settings
- Company
- General Ledger
- Reports
- Sequence Numbers
- Variables
- Currency
- Email
- Payroll
- Employees
- Sales Orders
- Purchase 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
- General Ledger
  - Display Due Recurrences
User Settings
- User Info
- General
- Currency
- Reports
- Browser
- Job Costing
- General Ledger
- Email
- Accounts Payable
- Territory
- Accounts Receivable
- Payroll
- Employees
- Phases
- Customers
- Inventory
- Point of Sale (POS)
- Payment Terms
- Salesperson
- Payment Methods
- Sales Order
- Vendors
- Purchase Orders
- Production Orders
- Requisitions
Opening Balances
- General Ledger
- Accounts Payable
- Accounts Receivable
- Inventory
  - Lot/Serial Number Opening Balances
- Payroll
User Interface
- Filters
- Searches
- Exports
- Column Layout
- Detach Screens
Locations & Profit Centers
- Setup
- Locations
- Profit Centers
Reporting
- Reports Tab in Modules
- Stock Reports
- Included Stock Reports
- Printing Reports
- Custom Reports
- Templates & Parameters
- Data Dictionary
Communications- (CRM)
- Communications Examples
- Communications Banners
- To-Do List on Login
- Reports
Calendar
Email
- Creating an Email
- Email Messages
- Batch Emails
- Emails as Communications
General Ledger
- Accounts
- Allocations
- Summary
- Transactions
- Journal Entries
- Recurring Entries
- Reports
- Account Reconciliation
- General Ledger Year End
Budgets & Forecasts
- Reports
Multi-Currency
- Setting Currency Rates
- Currency Revaluation
- Modules using Multi-Currency
Customers
- Mail Merge
- Customer Addresses
- Multi-Edit Customers
- Reports
Sales Orders
- Sales Order Header
  - Main Tab
  - Bill To:
  - Ship To:
  - Ship From:
  - Sales Taxes
  - Phase
  - Communications
  - Sales History
  - Sales Orders
  - User Defined
  - Fill Order
  - Service Info
  - Integrations Tab
  - Job
- Sales Order Details
- Sales Order Footer
- Processing Sales Orders
- Batch Invoicing
- Standing Orders
- Sales Order Salesperson Settings – What Happens
- Recover Deleted Sales Orders
Sales History
- Reports
Point of Sale
- Show Stock
- Web Application POS
  - Web POS Entry
Sales Payment Balancing
Price Matrix
- Contract Cost
- Multi-Edit Price Matrix
Accounts Receivable
- Customer Open AR Items
- AR Entry
- Processing Payments
- Contra Entries
- Batch Receivables – & EFT
- Reports
Vendor
- Reports
Purchase Orders
- Purchase Order List
- Purchase Order Header
- Purchase Order Details
- Purchase Order Footer
- Processing Purchase Orders
- Purchase Deposits
- Purchase History
Accounts Payable
- Vendor Open Items
- Entering Invoices
- Processing Payments
- One Time Vendors
- Vendor Credits and Debits
- Contra Entries
- Reports
Batch Payables
- Accounts Payable EFT
Inventory
- Inventory Details
- Prices and Units
- Sales Tax Exceptions
- 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
- Multi-Edit Items
- Reports
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
User Defined Fields
- Configuring Your Custom Fields
- Entering UDF Data & Using them in Reports
- User Defined Fields – On the List
Canadian Payroll
- Timecard Entry Codes
- Payroll Schedules
- Payroll Departments
- Employees
- Timecards
- Direct Deposit
- Reports
- Payroll Year End
- Payroll T4’s and T4 Summary
- 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
Utilities
- Customer Code Change
- Inventory Code Change
- Vendor Code Change
- Inventory Reallocate
Tools
- Importing Data
- View Notes Due Today
- Purge Data
- Server Administration
- Year End
- Migrate Files
Optional Add-ons
- Production Manager
- Service Manager
FAQs
- Customer Specific Part Numbers
- ODBC Setup
- Keyboard Shortcuts
- Importing New Prices
- Cumulative Quantity Breaks
- Receiving Negative Inventory
Tips & Tricks
- Multi-edit Sell Price Levels
- Excel Pivot Tables
- Mail Merge by Exporting from List
- Record Colour Highlight

What’s New In Spire

Access the topic below to see a list of significant changes in the respective version.

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