How to Manage Accounts Receivable with Spire
<Video Tutorial>
Struggling with communication within your business?
Spire has a few ways to improve communication, but today we will focus on a hidden gem within Spire, called User Defined Fields (UDF).
Ever since Spire added the UDF into the program, here at TriTech we have utilized it in many ways; one of which is creating a shared space where our Accounts Receivable (AR) team can communicate information that might be important and useful for each other to know. For us, this could be the date we contacted a customer, or it could be a note to say that the customer missed an invoice in their recent payment and we have now emailed the missing invoice to them. Another example of course, is everyone’s favourite “Cheque is in the mail”. Each member of our team who has permission to see the UDF module can see and add information.
Some of the main features of UDF in Spire are:
How do you set up a User Defined field?
Continuing with our example of communicating within the aged AR, let’s learn how to setup your first user defined fields.
In one screen, you can see all of your notes and the last date they were contacted, on every customer who is showing up in your AR.
A few extra notes:
When creating new UDF Fields, there are eight different types of fields that are available:
All of these fields can have a validation added. And can also be set to be a ‘required’ field, or not. If it is set to ‘required’, then the user will not be able to save & close if the field(s) are blank.
Have fun, be creative and think outside of the box!
Are you having trouble finding the UDF within your Spire? Or would you like some extra help to set it up? Just email the helpdesk at TriTech, and we can help you out!