INSTALLATION / SETUP - Companies

Create a New Company or Add an Existing One

 

 

Access - Tools > Server Administration 

• enter the Spire Administrator account Username and Password you created during the installation

   

• Create New Company
  • click on Create       

• • enter new company details:

       

• • • Database Name
    • Company Name
    • Fiscal Year End
    • Country
    •   Create default Chart of Accounts or uncheck to start with a blank Chart of Accounts to manually create your own
  • click Create Company

• • select the newly created Company in the list to establish Settings

          

• • • Select Logo to print on Sales and Purchase forms
    • confirm or change Company Name
    • set Snapshot (data capture) schedule

                 

• • • set date / time for Next Snapshot
    • set Interval Hourly / Daily / Weekly / Monthly
    • set # Snapshots to Keep
    • Save
  • Enter data
    • import or manually enter the new company structure for each module (consult your Spire Partner for assistance with this process)
  • User Access
    • launch Spire and log into the Company you want to give a User access to
    • go to User Settings under Edit and open the User in the User List
    • check Company Access

               

 

• Add (Restore) Existing Company either from a Spire snapshot or BusinessVision / Quickbooks data
  • open Server Administration under Tools and logon with your Spire Administrator account

               

• • • restore from a previously created Spire snapshot in one of 2 ways (see more restore options - Installation / Setup - Archive):

• • • • Option 1 - from the Companies list

                         

• • • • • click on Restore

                               

• • • • • enter a Database Name

• • • • • Select File To Restore (ends in .backup)
        • click Restore

• • • • • set User Access - see User Settings
      • Option 2 - from the Snapshots list

                         

• • • • • check the Snapshot you wish to restore from the list
        • click Restore
        • enter a Database Name
        • Click Restore

                             

• from a BusinessVision or Intuit Quickbooks Desktop data set (will create a copy and convert that copy)

 

• • open Server Administration as described previously
  • select Companies in the main menu list
  • click Import

             

• • click Download
  • save the Spire BVImport or qbimport Utility to your computer (network or local)

       

• • locate the saved installation file and launch it
    • accept or change the installation destination folder 
    • click Next
    • Install
  • Finish installation with option to   Launch BVImport right away  

               

       

• • Browse for the bvdata file (BVCON.FIL) / quickbooks data file you want to convert
  • enter a Database Name
  • click OK

             

• • click OK on the Conversion Successful message 
  • open Server Administration again, select the newly converted Company (notice the red dot)

         

• • click on Upgrade Selected
  • set User Access 

• Delete Company from the list (does not delete, just removes from the Company List)
  • open Server Administration under Tools
  • select Companies in the main menu list
  •   select the Company
  • click on Delete

       

• • • Note: you can re-establish this Company on this Company List at any time through  Restore