Spire Videos

General and overview

• Why you need to upgrade from BusinessVision (New March 2020)

• A full overview of Spire (1 hour)

• The Spire Difference: for BV users outlining the advantages of upgrading to Spire

• Key differences between Spire and BusinessVision

• Spire demo (Jun 10 2020)

• BV vs Spire - What you need to know

• Moving beyond BusinessVision Part I

• Moving beyond BusinessVision Part II

• Why you need to upgrade from BusinessVision (Mar 2020 webinar)

Info about specific versions, new features

• v3.6

  • New features in v3.6

• v3.5

  • What's new in v3.5

• v3.3

  • Introduction to v3.3

  • Intro to Spire v3.3 - webinar

• v3.2

  • New features in v3.2

• v3.1

  • New features in v3.1

• v3.0

  • New features in v3.0

  • Macro substitutions

  • Spire v3 features

• v2.8

  • User setup in v2.8

  • How to view the Spire license

• v2.7

  • Credit card processing

• v2.6

  • What's new in Spire v2.6

  • New features in v2.6

• v2.5

  • New features in v2.5

• v2.2

  • New features in v2.2

• v2.1

  • What's new in Spire v2.1

Modules and features

• Sales Order and Point of Sale

  • Demo of taking a Sales Order over the phone

  • The Spire Order Entry Process: From Quotation to Collection

  • Entering orders

  • How to take a payment on account in Sales Order and POS

  • How to view Sales History while in Sales Order

  • Create Standing Orders

  • Shipping Standing Orders

  • Selling punch cards in Spire

  • Selling sized products in Spire

  • Profit Center Invoicing

  • Order Phases - How Phases work in Sales, purchases, and Production Orders

  • Searches in Sales Order

  • Credit card processing (Payfirma integration)

  • Point of Sale (POS)

    • POS overview

    • Spire POS - Fast data entry in Spire POS

    • How to edit prices in POS

    • Access Sales History from POS

    • Balancing receipts

• Inventory

  • Inventory Labels in Spire

  • Macro substitutions (v3.0+)

  • Inventory Search

  • Inventory Labels

  • Inventory Counts (newer one: updated Nov 2019)

  • Inventory counts and adjustments (Oct 2015) (the counting process has been changed and improved in v2.9 and above)

  • Update selling prices by import

• Purchase Orders

  • PO overview

  • PO Accruals

  • Receiving items that are in a negative onhand position

  • Order Phases - How Phases work in Sales, purchases, and Production Orders

• Pricing and Price Matrix

  • Cumulative discounts

  • Spire Contract Cost

• Accounts Payable

  • EFT in Spire

  • Spire EFT (newer one)

  • Miscellaneous Vendor payments, #2 (updated) (without creating a new Vendor)

  • A/P overview

  • Batch A/P payments

  • How to use Accounts Payable with segments

  • Paying a misc Vendor, #1

• Accounts Receivable

  • Overview of A/R

• Payroll

  • CRA Remittance feature, including Wage Subsidy calculation (v3.4, Apr 2020)

  • How to manually adjust TD1 Amounts (Jan 2020) (Needed for the late change announced by CRA Jan 10 2020)
    CRA link about this: https://www.canada.ca/en/revenue-agency/services/forms-publications/payroll/t4008-payroll-deductions-supplementary-tables/t4008oc-jan/t4008oc-january-general-information.html#_Toc334772396

  • Payroll Timecard Processing

  • Set up employees (older)

  • Adding employees in Spire

  • Process timecards (older)

  • Processing Payroll timecards

  • Payroll yearend

  • Spire and CRA TD1 changes

  • Payroll source deductions

  • TD1 amount corrections

• General Ledger

  • Using Filters to find GL Transactions

• Job Costing

  • Overview of Job Costing

• Production Manager (aka Production Order)

  • Production Order overview

  • Manufacturing labour and overhead

  • Order Phases - How Phases work in Sales, purchases, and Production Orders

• Service Manager

  • Service Manager

• Other and Misc

  • Enter vs Tab

  • User-Defined Fields (UDFs)

  • Excel pivot tables and dashboards

  • Sales Taxes in Spire (v2.1 on)

  • Customer Mail Merge

  • Profit Centres in Spire Sales Order

  • Location Accounting

  • Communications

  • Communications attachments (prior to v3.6)

  • Spire Contract Cost

  • Email Templates

  • Customer part #s in Spire

  • Function key shortcuts

  • Avatax in Spire (US)

  • Mail merge from any Spire list

• Filters, searches, exports

  • Extract Spire data and bring it into Excel using the Spire API

  • How to use filters, searches, and exports

  • Filters and exports

  • Lists, searches, and navigation

  • Searches in Sales Order

  • Inventory Search

  • Using Filters to find GL Transactions

• Technical

  • Create ODBC connection to Spire data (new and updated Oct 2019)

  • Create an ODBC connection to Spire data (older one from Jun 2015)

  • Backup and restore a Spire database

• Setup and installation (NOTE: A lot of this section changed with v3.3+)

  • Spire Server Admin (v3.3+ only)

  • Registering Spire (v3.3+ only)

  • Company and User Settings (updated)

  • Company Settings

  • User Control Settings (v2.8+)

  • Creating and Editing Users in Spire (v2.8+)

  • Spire Server installation

  • Spire workstation installation

  • Backup and restore a Spire database

  • New Company creation

  • Migrating data to Spire

  • How to view the Spire license (v2.8+)

Visit the Spire Youtube channel