---
title: USER SETTINGS - Modular Access / Preferences
description: Learn about the User Settings for each module within Spire
---

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1. [User Manual](https://cs.geminilogic.com/en/manual?hsLang=en)
2. [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en)

# USER SETTINGS - Modular Access / Preferences

## Learn about the User Settings for each module within Spire

Hover your mouse over the item line for a popup description. 

**General** Access/Settings  
   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-03-34-16-6937-PM.png?width=450&height=467&name=image-png-Dec-15-2022-03-34-16-6937-PM.png)

- - allow ability to **Create / Modify Company Filters** that were created by other users
    - **Allow Change Warehouse** lets user switch from one warehouse to another
    - **Allow Change Division** lets user switch from one division to another
    - hover your mouse over the item for popup description
    - select **POS Only User** from **Normal User / POS Only options**
    - assign the **Default Warehouse** this user will work with
    - assign the **Default Division** this user will work in
    - allow / disallow **Access / Edit Communications** module records

- - **Restrict Location to** a specific General Ledger Location segment (see [General Ledger - Segmentation](https://cs.geminilogic.com/en/manual/general-ledger-segmentation?hsLang=en))
    - allow / disallow **Edit Company Settings** under the Edit menu
    - allow / disallow **Edit User Settings** of any user
    - set pop-up message to **Confirm Application Exit** when closing Spire

- - allow / disallow ability to **Export Currencies**
    - allow / disallow ability to **Add / Edit / Delete Sales Tax**
    - allow / disallow Add / **Edit UDF Structure** for User Defined Fields (if activated)
    - **Unlock Record** - if a Sales Order or other record is being accessed by another User, you can take ownership in order to make changes and save

- - allow / disallow ability to **View All Calendar** entries assigned to other Users

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-05-44-43-86-PM.png)  **Currency**

![UserSettingsCurrency](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsCurrency.png?width=300&height=163&name=UserSettingsCurrency.png)

- allow or disallow **Add / Edit / Delete a Currency**
- allow / disallow ability to **Revalue Currency**

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-05-45-39-75-PM.png) **Reports** 

- **Security** on Reports / Forms can be established at Company Level, User Level or Server Level: 
    - **Company Level -** Edit \> Company Settings \> Reports

             ![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=595&height=250&name=CompanySettingsReportsSecurity-1.png)

- - - **Disable Security** gives full access to all users for all reports to **Preview** / **Print** / **Export** / **Email** unless Security is Enabled in User Settings (described below)
          - **Enable Security** gives ability to select which reports can be accessed for all Users to **Preview** / **Print** / **Export** / **Email**
    - **User Level** - Edit \> User Settings \> Reports

               **![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=593&height=249&name=UserSettingsReportReportSecurity.png)**

- - - **Company Default** applies Security settings from Company Settings (described above)
          - **Disable Security** gives full access to this user for all reports to **Preview** / **Print** / **Export** / **Email**
          - **Enable Security** gives access to security settings for each report listed, to **Preview** / **Print** / **Export** / **Email**
    - **Server Administration Level** (to disable for all Users) - Tools \> Server Administration

- - - - ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-07-47-36-0129-PM.png) select a report in the list
                  - click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-07-49-18-2496-PM.png?width=17&height=25&name=image-png-May-07-2023-07-49-18-2496-PM.png) delete to remove the report file or ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-05-48-21-70-PM.png) disable

**![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-07-50-20-6792-PM.png) Browser**  - give access to add Browser Tabs (see [System Overview](https://cs.geminilogic.com/en/manual/system-overview?hsLang=en))

![](https://cs.geminilogic.com/hubfs/image-png-Dec-15-2022-03-41-40-3351-PM.png)

**![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-07-51-17-6244-PM.png)** **Job Costing** - settings here are self-explanatory

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-05-49-13-77-PM.png?width=30&height=21&name=image-png-Jul-31-2022-05-49-13-77-PM.png) **Email**

- **Permissions** - set allowances for this User  
    - **Allow Email Access** adds **Email** to the module list
    - **Allow Add Email** enables the Email option when printing reports / forms or in record lists (Customer, Sales Orders, etc.)
    - **Allow Edit Unsent Messages** (saved and visible in the **Email** module and within the **Communications** tab in the record the email was created from
    - **Allow Send Messages**
    - **Allow Delete Messages** (unsent)
    - **Allow Delete Sent Messages![Picture1-1](https://cs.geminilogic.com/hs-fs/hubfs/Picture1-1.png?width=414&height=532&name=Picture1-1.png)**
- set email account information 
    - ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Company Default** - when selected, email for this user will behave based on settings established under Edit \> [Company Settings \> Email](https://cs.geminilogic.com/en/manual/company-settings-email?hsLang=en)
    - or - ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Custom**ize settings as follows:  
          - **Outgoing Server Information**
          - **SMTP Server** - from the internet provider
          - **Username** for the internet provider account (usually the email address)
          - **Password** if SMTP is secured, otherwise leave blank
          - internet provider may require **Encryption**
          - internet provider’s established **Port** (25,465 and 587 are common)

 

Note: It can sometimes be tricky to get the correct information from the internet provider so it is advised that you always test with a known address to prove all necessary settings, including firewall, are correct.

- set **Sender Information** 
    - enter the **Display Name** for sent emails
    - enter the users **Email Address**
    - option to establish **BCC** (blind carbon copy) for all sent emails
    - enter the **Reply-To Address** that all email replies will go to

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-01-28-41-PM.png) **General Ledger** 

- allow / disallow ability to **Edit / Export / View**  
    - **General Ledger Account Communications**
    - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-03-50-31-0433-PM.png?width=378&height=331&name=image-png-Dec-15-2022-03-50-31-0433-PM.png)Transaction Communications**
- allow / disallow ability to **Delete / Modify / View GL Account**
- allow / disallow ability to **View Transaction** in other modules (ie: AR / AP / Sales or Purch History)
- allow / disallow ability to **Reverse Transaction**
- allow / disallow ability to **View General Ledger Account Balances**
- allow / disallow ability to **Browse General Ledger History** to access balances and transactions prior to the current 3 fiscal periods in the system
- allow / disallow ability to **Modify Inactive** to set GL Account as Inactive or Active
- allow / disallow ability to **Access** General Ledger to add / remove it in the module list
- allow / disallow ability to **Export Transactions**
- activate **Alert Recurring Entries** for this user to receive a popup alert when recurring entries are due to be posted, to review and complete posting
- allow / disallow ability to **Perform Year End**
- **Access / Update Budgets Forecasts**

**![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-02-12-24-PM.png)   Accounts Payable** 

- hover your mouse over the item for popup description![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-03-58-50-4993-PM.png?width=453&height=437&name=image-png-Dec-15-2022-03-58-50-4993-PM.png)
- allow / disallow access to **View** / **Edit / Export AP Communications**
- allow / disallow to **Access Accounts Payable** which will add / remove it in the module list
- allow / disallow **Export Accounts Payable**
- allow / disallow ability to **Create Entry** in AP
- allow / disallow ability to **View Closed** or paid AP transactions
- allow / disallow ability to **Override Hold** to release a transaction previously put on hold
- allow / disallow ability to **Print Cheques** for a vendor
- allow / disallow ability to **Unlink Transactions** that were previously linked
- allow / disallow ability to **View Aging Balances** for amounts owed to vendors
- allow / disallow ability to **View Invoice** source (purchase order)
- allow / disallow ability to **View Transaction** associated with AP entries
- allow / disallow ability to **Void Transaction** previously posted, and establish dating options
- allow / disallow ability to **Add / Edit / Delete / Post Batch** in the Batch Payables utility
- allow / disallow ability to **Modify GL Transaction** resulting from the transaction posting
- set **Modify GL Transaction by Default** for default Post selection 
    - ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-20-58-9705-PM.png?width=138&height=60&name=image-png-May-07-2023-08-20-58-9705-PM.png)

- - ![CheckBoxUnchecked-1](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxUnchecked-1.png?width=16&height=16&name=CheckBoxUnchecked-1.png)  -  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-22-02-7466-PM.png?width=128&height=59&name=image-png-May-07-2023-08-22-02-7466-PM.png)

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-03-44-11-PM.png) **Territory** 

- allow / disallow ability to **Add / Delete / Edit / Export Territory**
- ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-22-52-7242-PM.png?width=310&height=191&name=image-png-May-07-2023-08-22-52-7242-PM.png)option to **Restrict User’s Customers by Territory** where the User will see only Customers in the Territory selected here
- **Validate Territory Code** entered by this user to ensure it has been previously setup

**![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-04-18-53-PM.png) Accounts Receivable** 

- hover your mouse over the item for popup description
- ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-04-04-55-1723-PM.png?width=404&height=447&name=image-png-Dec-15-2022-04-04-55-1723-PM.png)allow / disallow **View / Edit / Export A/R Communications**
- allow / disallow ability to **Access Accounts Receivable** will add / remove it in the module list
- allow / disallow ability to **Export Accounts Receivable**
- allow / disallow ability to **Apply Finance Charges** on overdue customer accounts
- allow / disallow ability to **Create Entry** in AR
- allow / disallow ability to **View Closed** or paid AR transactions
- allow / disallow ability to **Override Hold** to release a transaction previously put on hold
- allow / disallow ability to **Modify Finance Charge Rate**
- allow / disallow ability to **Unlink Transactions** that were previously linked
- allow / disallow ability to **View Aging Balances** for amounts owed to vendors
- allow / disallow ability to **View Invoice** source (sales order)
- allow / disallow ability to **View Transaction** associated with AP transactions
- allow / disallow ability to **Void Transaction** previously posted, and establish dating options
- allow / disallow ability to **Add** / **Edit** / **Delete** / **Post Batch** for Electronic Funds Transfer (EFT) or other forms of payment processing
- allow / disallow ability to **Modify GL Transaction** resulting from the transaction posting
- set **Modify GL Transaction by Default** for default Post selection  
    - - ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-20-58-9705-PM.png?width=138&height=60&name=image-png-May-07-2023-08-20-58-9705-PM.png)
    - - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-21-21-5757-PM.png?width=16&height=16&name=image-png-May-07-2023-08-21-21-5757-PM.png)  -  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-22-02-7466-PM.png?width=128&height=59&name=image-png-May-07-2023-08-22-02-7466-PM.png)

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-05-14-42-PM.png) **Payroll** 

- allow / disallow ability to **Access Payroll** to add / remove it in the module list![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-08-25-51-0458-PM.png)
- allow / disallow ability to **View / Edit Timecard** (paycheque)
- allow / disallow ability to **Perform Payroll Year End** in order to run T4’s
- allow / disallow ability to **Manage Payroll Schedule** to assign the date and pay period for a pay run
- allow / disallow ability to **Manage Payroll Departments**
- allow / disallow ability to **Manage ROEs** /  **T4’s** / **T4As** / **T5018s**
- allow / disallow ability to **Update TD1 claim amounts** when installing new Payroll tables
- **Manage Source Deduction Remittances** using the **Remit Source Deductions** Payroll tool

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-06-10-81-PM.png) **Employees** 

- allow / disallow ability to **Access Employees![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-27-57-7564-PM.png?width=380&height=319&name=image-png-May-07-2023-08-27-57-7564-PM.png)** which will add / remove it in the module list
- allow / disallow  **Add / Edit / Delete Employees**
- allow / disallow ability to **Export Direct Deposit File**  for submission to the bank
- allow / disallow ability to **View** / **Edit / Export Employee Communications**

**![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-06-44-38-PM.png) Phase ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-04-08-07-9091-PM.png?width=357&height=156&name=image-png-Dec-15-2022-04-08-07-9091-PM.png)**

- set access for the Phase system in Spire which allows users to structure internal phases and assign them to Sales, Purchase and Production Orders

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-07-19-71-PM.png) **Customers** 

- allow / disallow ability to **Access Customers** to add / remove it in the module list ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-08-28-43-9265-PM.png)
- allow / disallow ability to **Add / Delete / Export Customers**
- ability to **Modify on hold flag** and release the hold on a customer
- allow / disallow ability to **Maintain Customer Specific Pricing** in the Price Matrix module
- **Modify Customers** allows editing of Customer details
- allow / disallow ability to **View Accounts Receivable** from Customer details
- allow / disallow ability to **View / Edit / Export Customer Communications**
- allow / disallow ability to **Edit Salesperson / Territory** that have been previously assigned to a customer
- allow / disallow ability to **Change Credit Limit** that has been previously assigned to a customer
- **Can See Customer Credit Info / A/R Balance** from customer details or sales orders allow / disallow
- **Show Inactive / Prospective Customers** (customers that have been assigned these status’) when this user is viewing or browsing the customer list
- allow / disallow ability to **Change Customer Code** through the Customer Code Change utility
- **Can See Customer Sales / GP (Gross Profit) Information** which displays in the customer list as YTD Sales, Last Year Sales, and Next Year Sales / YTD GP , Last Year GP, Next Year GP
- allow / disallow ability to **Delete Customer Address** from the Customer’s list of Addresses
- allow / disallow access to view and **Manage Bank Information**

![OpenInventoryIcon](https://cs.geminilogic.com/hs-fs/hubfs/OpenInventoryIcon.png?width=25&height=27&name=OpenInventoryIcon.png) **Inventory** 

- most of these are self-explanatory but below highlights the more complex settings:![UserSettingsInventory](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsInventory.png?width=300&height=708&name=UserSettingsInventory.png)

- activate / de-activate **Validate Product Code** to ensure it is set up before assigning it to an Inventory Item
- allow / disallow ability to **Transfer Inventory** quantities from one warehouse to another
- activate prompt to **Add new items to warehouses** when adding a new item
- allow / disallow ability to **View Current / Standard / Average Cost** in inventory details and on sales orders
- allow / disallow ability to **See / Edit Sell Prices** in inventory and sales orders
- allow / disallow ability to **Access / Edit / Delete / Export Inventory Adjustments** within the Inventory text menu in the top toolbar
- **Show Inactive Inventory** when the user is accessing the inventory list
- allow / disallow ability to **Change Inventory Code** through the Inventory Code Change utility within the Inventory text menu in the top toolbar
- allow / disallow ability to use the **Reallocate Inventory** utility within the Inventory text menu in the top toolbar
- allow / disallow **Access / Add / Edit / Delete Price Matrix** records
- ability to **Modify kit components** if the inventory item has been assigned the **Inventory Type** of **Manufactured** or **Kitted**, in the Components tab
- allow / disallow ability to **Modify GL Transaction** resulting from the transaction posting
- set **Modify GL Transaction by Default** for default
- ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-20-58-9705-PM.png?width=138&height=60&name=image-png-May-07-2023-08-20-58-9705-PM.png)
- ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-21-21-5757-PM.png?width=16&height=16&name=image-png-May-07-2023-08-21-21-5757-PM.png) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-08-22-02-7466-PM.png?width=128&height=59&name=image-png-May-07-2023-08-22-02-7466-PM.png)

![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-08-35-36-3492-PM.png) **POS** (Point of Sale)

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-02-38-6712-PM.png?width=251&height=125&name=image-png-Dec-15-2022-05-02-38-6712-PM.png)

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-09-39-16-PM.png) **Payment Terms**

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-03-10-7307-PM.png?width=284&height=152&name=image-png-Dec-15-2022-05-03-10-7307-PM.png)

- payment terms referenced here apply to Customers and Vendors

 

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-10-36-46-PM.png) **Salesperson** 

- most settings are self-explanatory ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-08-42-27-8525-PM.png)
- **Validate Salesperson** to ensure the salesperson assigned to a customer or sales order is valid and has been previously setup
- set **Default Salesperson** to establish which salesperson will populate new sales orders, where the Customer has no salesperson assigned
- **Restrict User’s Customers / Sales By Salesperson** so this user sees only the customers who have been assigned the salesperson selected here

 

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-11-03-79-PM.png) **Payment Methods** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-03-54-0724-PM.png?width=263&height=142&name=image-png-Dec-15-2022-05-03-54-0724-PM.png)

- set access for Payment Methods used in Cash Sales processing

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-11-36-71-PM.png) **Sales Orders**

- allow / disallow ability to Add or Edit Sales Orders and specify which Types: 
    - Sales
    - Booking
    - Standing
    - Quote
    - RMA
    - Work
- set Default Order Type for each new sales order created
- select Order Invoice Date Mode: 
    - Always current date
    - Current date unless Invoice date is filled
    - Ask for date unless Invoice date is filled
- allow / disallow ability to Edit Sales Order Item Cost of an inventory item on the sales order and choose which costs can be edited, if any:

          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-13-52-7035-PM.png?width=380&height=90&name=image-png-Dec-15-2022-05-13-52-7035-PM.png)

- set Default Payment to ‘On Account’ if payment is never tendered at time of invoicing
- set option for entering Non-Inventory Items (items that have not been setup in inventory)
- set the Default Phase for each new order this user enters (if Phases have been setup)
- allow / disallow ability to **Access Sales Orders** which will add / remove it in the module list
- allow / disallow ability to **Modify Shipping Fields**
- allow / disallow ability to **Delete / Export Sales Orders**
- allow / disallow ability to **Edit Tax Flags** to turn taxes on or off in a sales order for each item
- allow / disallow ability to **Modify Prices** in a sales order
- **Allow Returns** will allow a negative quantity to be entered in a sales order
- allow / disallow ability to **Edit Description** of inventory item put into a sales order
- allow / disallow access to **Line Discount** on a sales order to apply unique discounts to each item
- allow / disallow ability to **Create Deposit /Layaway** type of sales order
- allow / disallow ability to **View / Edit / Export Sales Order / History Communications** on a sales order and the invoice (History)
- allow / disallow ability to **Edit Salesperson / Territory** on a sales order, whether it was populated from the customer details or it was entered into the sales order manually
- turn on **Show Back Order Warning** will pop up a message whenever an item is backordered on the order
- allow / disallow ability to **Process Orders** to print the pick slip
- allow / disallow ability to **Save and** **Process Orders Over Credit limit**
- allow / disallow ability to **Ship Orders** to print the packing slip
- allow / disallow ability to **Ship and Invoice Orders Over Credit limit** where orders are disallowed for customers over their credit limit, the user will be able to **Ship** or **Invoice** the order anyway, and / or increase the customer’s credit limit
- allow / disallow ability to **Edit Processed / Shipped Orders** (Sales Orders in ‘Process’ or 'Shipped' status) or alternatively
- allow / disallow ability to **Invoice Orders**
- allow / disallow ability to **Reopen Closed / Processed / Shipped Orders** - user can change status back to **Open** from Closed (Batched) / Processed / Shipped
- allow / disallow ability to **Edit Closed Orders - Invoices** if 'Batch Posting' is active (Company Settings)
- allow / disallow ability to **Create Batch / Post Batches** if batch billing is active (Company Settings)
- allow / disallow ability to **Change Division on an Order** if divisional accounting is in use
- allow / disallow ability to **Modify Bill to Address on Sales Orders** for invoice mailing / emailing  
    - **Disallow** - user must enter a valid inventory item
    - **Prompt** - popup message will ask for confirmation of entry of a non-inventory item
    - **Allow** - user can enter a non-valid inventory item without warning
- allow / disallow ability to **Edit Profit Center** or General Ledger segment (if activated)
- **Allow Fill Backorder** gives user access to the ‘Fill Backorder’ button inside the order and on the order list
- **Allow Refresh Prices** gives user access to the ‘Update Prices’ option to store edited prices into the Customer’s Price Matrix from inside the order or on the order list
- **Allow Increment Phase** gives user access to ‘Next Phase’ button inside an order on the order list (if Phases system is active)
- **Allow Change Phase** lets user select a different Phase for the order
- allow / disallow ability to **Modify Hold** status of an order to take it off Hold
- allow / disallow ability to **Add / Edit / Delete Ship Via** on the order
- allow / disallow access to **Change inventory (GL) accounts** in a Sales Order line 
    - CAUTION - this may cause the General Ledger to become unbalanced with inventory value
- **Allow AR Payment** to be processed through the Sales Order module without having to access Accounts Receivable
- allow / disallow ability to **Modify GL Transaction** resulting from the Invoice posting 
    - CAUTION - this may cause the General Ledger to become unbalanced with inventory value
- set **Modify GL Transaction by Default**
- allow / disallow ability to **Recover Deleted Orders**
- **Managed Tills**
- **Manage Payment Terminals**

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-14-38-83-PM.png) **Sales History**  

- allow / disallow ability to **Access Sales History** which will add / remove it in the module ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-17-27-0764-PM.png?width=288&height=155&name=image-png-Dec-15-2022-05-17-27-0764-PM.png)list
- **Export Sales History**
- **Modify Sales History** - to edit non-financial information on a posted invoice (not date, Customer, amounts etc)

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-15-13-07-PM.png) **Vendors** 

- most of these settings are self-explanatory
- **allow / disallow ability to Change Vendor Code through the Vendor Code ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-17-42-7217-PM.png?width=284&height=334&name=image-png-Dec-15-2022-05-17-42-7217-PM.png)Change utility  Vendor text menu in the top toolbar**
- **Show Annual Totals -** YTD and Last Year Purchases as displayed in the vendor list
- **Show Balance** in Accounts Payable
- **Show Credit Limit** in vendor details and vendor list
- **Show Inactive Vendors** (vendors that have been assigned these status’) when this user is viewing or browsing the vendor list

 

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-15-45-68-PM.png) **Purchase Orders** 

- allow / disallow access to **Close Purchases** to move them to Purchase History
- allow / disallow access to **Edit Purchase Tax Flags** in order to turn taxes on / off for any item  
  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-28-03-5652-PM.png?width=406&height=539&name=image-png-Dec-15-2022-05-28-03-5652-PM.png)
- allow / disallow access to **Issue Purchases** to print a Purchase Order
- allow / disallow access to **Receive Purchases** of items on a purchase order
- allow / disallow access to **Unissue Purchase Orders** in order to edit and re-issue / print
- allow / disallow ability to **Access Purchase Orders** which will add / remove it in the module list
- allow / disallow access to **Add / Modify / Delete / Export Purchase Orders**
- allow / disallow access to **Post Invoice to AP** prompt to process an AP invoice before closing the PO
- set **Vendor Order No Required** where this field needs to be filled in to save PO
- set use of **Non-Inventory Items** (items not set up) 
    - **Not allowed** - user must enter a valid item
    - **Prompt** - popup message will ask for confirmation of entry of a non-inventory item
    - **Okay** - user can enter a non-valid inventory item without warning
- **Allow Increment Phase** gives user access to ‘Next Phase’ button inside an order on the order list (if Phases system is active)
- **Allow Change Phase** lets user select a different Phase for the order
- allow / disallow ability to **View / Edit / Export Purchasing Communications**
- allow / disallow ability to **Add Requisitions to Open** (existing) **PO** when requisitioning product from a Sales Order or a Production Order - if this switch is off, then a new PO will be created instead
- set the **Default Phase** for each new order this user enters (if Phases system is active)
- establish **Print After Issue / Receiving** prompts to print from the list of forms / reports
- allow / disallow ability to **Modify GL Transaction** resulting from the Invoice posting

- CAUTION - this may cause the General Ledger to become unbalanced with inventory value

- Set **Modify GL Transaction by Default**
- **Create Standing Purchase Order**  - allows this User to set a new Purchase Order to 'Standing'

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-17-31-97-PM.png)   **Purchase History** 

- hover your mouse over the item for popup description
- allow / disallow ability to 
    - **Access Purchase History** - to view information![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-30-45-8628-PM.png?width=288&height=180&name=image-png-Dec-15-2022-05-30-45-8628-PM.png)
    - **Copy Purchase History Order** into a new PO
    - **Credit Purchase History Order** into a new credit PO
    - **View Historical Cost Prices** from historical POs

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-18-15-03-PM.png) **Production Orders**

- allow / disallow ability to **View / Edit / Export Production Notes ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-08-49-55-3099-PM.png)**
- allow / disallow ability to **Change Component Cost** on any component in the production order 
    - CAUTION - this may cause the General Ledger to become unbalanced with inventory value
- allow / disallow ability to **Update Production Templates** with any changes made in the existing production order or from inside the template itself
- allow / disallow ability to **Create / Edit / Delete / Export Production Orders**
- allow / disallow ability to **Access Production Orders** which will add / remove it in the module list
- allow / disallow ability to **Build Production Orders** which adds the produced item to inventory and depletes the components (raw material)
- **Allow Increment Phase** gives user access to ‘Next Phase’ button inside an order on the order list (if Phases system is active)
- **Allow Change Phase** lets user select a different Phase for the order
- allow / disallow ability to **Create / Edit Template Orders** (Production Orders from a Template)
- set the **Default Phase** for each new order this user enters (if Phases system is active)
- set **Automatically Commit** whereby product will be committed when the production order is changed to ‘Pending’ or ‘In Progress’ status

 

![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-08-52-00-2931-PM.png) Requisitions

- allow / disallow ability to **Access Requisitions** which will add / remove it in the module ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-35-55-9687-PM.png?width=259&height=165&name=image-png-Dec-15-2022-05-35-55-9687-PM.png)list
- allow / disallow ability to **Add / Edit / Delete Requisitions**
- allow / disallow ability to **Process Requisitions** to create Purchase Orders from them

 

 

- [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content)

    - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks)
    - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger)
    - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales)
    - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory)
- [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en)
- [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en)
- [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en)
- [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en)
- [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content)

    - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing)
- [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en)
- [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en)
- [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en)
- [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en)
- [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en)
- [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en)
- [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en)
- [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en)
- [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en)
- [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en)
- [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en)
- [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en)
- [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en)
- [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/manual/spire-user-manual-job-costing?hsLang=en)
- [HubSpot](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#main-content)

    - [Updates](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#updates)
- [Gemini Logic](https://cs.geminilogic.com/en/manual/gemini-logic?hsLang=en)
- [Shipping](https://cs.geminilogic.com/en/manual/shipping?hsLang=en)
- [Sales Taxes](https://cs.geminilogic.com/en/manual/sales-taxes?hsLang=en)
- [Spire User Manual](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#main-content)

    - [Customers](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#customers)

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