Spire 3.10.8 – Empowering Financial Excellence

We are thrilled to announce the latest update of Spire, version 3.10.8, which brings a host of powerful features designed to take your financial management to new heights!

Here are the key highlights of Spire 3.10.8:

1️⃣ Improved Account Reconciliation: Spire understands the importance of accuracy and efficiency in your financial workflows. In this update, Spire has enhanced the Account Reconciliation module to allow a blank End Date on GL Accounts that are not set as bank accounts. This improvement ensures a seamless reconciliation process and saves you valuable time.

2️⃣ Enhanced Report Management: In Spire 3.10.8, they are empowering you with more control over your reports. You now have the option to prevent automatic printing of the Account Reconciliation report when posting a reconciliation. This gives you the flexibility to review and verify the data before generating the final report.

3️⃣ Streamlined Accounts Receivable: Our commitment to simplifying your financial operations continues with the inclusion of negative payments in Accounts Receivable. This update allows you to handle Payfirma refunds and negative payments efficiently, ensuring your receivables are always accurately managed.

4️⃣ Crystal Reports Options Restored: One thing we love about Spire, is that they listen to your feedback, and in Spire 3.10.8, they’ve brought back the Crystal Reports options dialog in Preview Reports and Export. Now, you have more customization choices at your fingertips, making reporting even more tailored to your specific needs.

5️⃣ Enhanced Contact Types List: Understanding your contacts is vital for maintaining meaningful relationships with customers. To facilitate better organization, they’ve added a sort order feature to the Contact types list, enabling you to manage and access your contacts with ease.

At TriTech, we are committed to delivering solutions that empower your financial excellence. Spire 3.10.8 exemplifies our dedication to enhancing your experience and providing the tools you need to thrive in a dynamic business landscape.

To learn more about the Spire 3.10.8 update and how it can elevate your financial processes, visit our website www.tri-tech.com and get in touch with our support team. We can’t wait to see the positive impact this update will bring to your organization!

Thank you for being a valued part of our community. Your trust and feedback continue to drive our innovation and success.

Unleash Business Efficiency

The Importance of a Certified Spire Systems Consultant: Tri Tech Information Systems

In today’s competitive business landscape, staying ahead requires leveraging cutting-edge technology. Spire Systems, a leading provider of innovative business management software, offers immense potential for streamlining operations and driving efficiency.

However, implementing Spire Systems effectively requires specialized knowledge and expertise. That’s where a certified Spire Systems consultant comes in, and Tri Tech Information Systems is your trusted partner in this regard.

Why is partnering with a certified consultant like Tri Tech Information Systems crucial?

1. Expertise and Specialization: Tri Tech Information Systems brings unmatched expertise and specialization in Spire Systems. With comprehensive training and in-depth knowledge of the software’s functionalities and best practices, they guide you efficiently.

2. Tailored Solutions: Recognizing that each business has unique needs, Tri Tech Information Systems customizes the Spire Systems implementation to fit your requirements precisely. By analyzing your workflows and pain points, they deliver a personalized solution aligned with your objectives.

3. Smooth Implementation: Tri Tech Information Systems ensures a seamless implementation process. With their experience and knowledge, they handle project planning, data migration, user training, and post-implementation support, minimizing disruptions to your operations.

4. Ongoing Support: As technology evolves, Tri Tech Information Systems provides continuous support, keeping your Spire Systems up-to-date and optimized. They assist with upgrades, troubleshooting, managed services, business class hardware and offer insights into new features that can further enhance your efficiency.

5. Maximize Return on Investment: Investing in a certified Spire Systems consultant like Tri Tech Information Systems ensures long-term success. Their expertise unlocks the full potential of Spire Systems, resulting in improved productivity, streamlined processes, and increased profitability.

To unleash the power of Spire’s business management software within your organization, partner with a certified consultant. Tri Tech Information Systems offers the expertise and personalized approach you need to succeed.

Drive efficiency, optimize operations, and achieve your business goals—choose Tri Tech Information Systems as your certified Spire Systems consultant!

Make the smart choice for your organization’s growth and success—engage a certified Spire Systems consultant today!

Is Your Company Outgrowing QuickBooks?

Technology has helped to transform the world around us, supporting businesses in becoming more streamlined and efficient. When it comes to accounting, QuickBooks by Intuit has been one of the most popular software providers for startups and small businesses.

However, while this has helped thousands of organizations to transform their accounting, many find that QuickBooks does have its limitations, primarily the lack of flexibility and scalability to continue to meet the demands of a growing business.

What is a growing business?

When you hear the term ‘growing business,’ the first things that will likely spring to mind are rising profits or an expanding team. However, that is not always the case. Business growth could mean adapting the services and products on offer to meet the ever-changing demands of the modern consumer. It could also mean purchasing new equipment or working to ensure your organization meets new regulatory compliance.

Whatever it might be, growth means change, and while QuickBooks has helped countless small and medium-sized businesses, they can quickly run into various limitations as the basic features no longer meet their requirements. When this happens, it forces these businesses to make the switch to a more comprehensive business management and accounting solution.

Signs you might be outgrowing QuickBooks

If your business is changing and expanding, then you might start to notice signs that your current business management solutions are no longer working as effectively as they once were. There are many signs to look out for which indicate that your operations might have outgrown the capabilities that QuickBooks provide, including:

  • Finding that you have to manually enter an increasing amount of data into your systems.
  • Noticing that you are managing more of your inventory outside of QuickBooks on spreadsheets or via add-ons.
  • Paying for multiple systems or solutions to manage everything.
  • Regularly needing to transfer information from one application or system to another in order to stay up to date.
  • No longer having the flexibility to manage your inventory across your warehouses or easily update things such as prices or inventory counts.
  • Not being able to customize your quotes or manage shipments and backorders as well.

Time for the next step?

If you are finding yourself agreeing with any of the above points, then it is time to start thinking about taking the next step to ensure your business can continue operating as efficiently as possible. While QuickBooks is a fantastic tool, Spire can be the perfect solution for organizations needing greater control over their finances.

Spire is a unique business management tool that has been designed to provide you with the power of ERP software without the hefty price tag. The fully integrated software ensures you do not need to worry about any additional apps or add-ons; instead, your team can focus on a seamless solution for managing your entire operation. The unique conversion tool even lets you quickly migrate your current QuickBooks Desktop information over!

Want to find out more about the Spire system? Get in touch with our friendly team today for your free discovery call!

Spire Feature: Add to Order

Increase your sales by adding this process to all of your sales calls.

By utilizing this feature, users can save time and effort by avoiding the need to manually search for and enter item details again. Instead, they can browse their order history within the Spire software and select the desired items to be added to the current order with just a few clicks.

The “Add to Order from History” function promotes efficiency and accuracy in the ordering process, reducing the chances of errors that may occur when manually inputting item information. It streamlines workflows, enhances productivity, and ultimately helps businesses maintain better control over their inventory management.

Spire Update: 3.8

Close more Sales with Spire.

One of the most effective tools found in Spire is the power of filters. If you aren’t using these yet, now is the time to start. Using Filters and User Defined Fields, you can create your own modified Sales Pipeline, giving you the opportunity to stay on top of your upcoming sales opportunities.

How to create a Sales Pipeline using Filters:

  • Open Sales Orders
  • Add a new User Defined tab to the Sales Orders with the following:
  • (see instructions here)
  • Once you are back into the Sales Module, click <Filters>
  • Choose “Type” =  Quote
  • Next, select columns you wish to see: (right click on a column header to choose)
    • Order No
    • Customer No
    • Customer Name
    • Customer Phone number
    • Order Date
    • Required Date (this can act as your projected closing date)
    • Total Ordered
    • User Defined file – Notes
    • User Defined File – Last Contacted
  • Click the down arrow beside <Filters> and then <Save Preset as…> and whether you want it to be just for yourself or for everyone in the company. Call it “Sales Pipeline” and check <Show in module list> and <Save column state>

Sort your column by required date, and see what sales are coming close to your projected sales date. By highlighting these customers and clicking Mail Merge you can remind them about your upcoming promotion that is about to end.

Export your filtered list to Excel and calculate how much you are expecting and when (remember we used the required date as a projection closing date).

There are endless ways of using the filters in Spire; this is just one!
Here are few more ideas to get you started:

  • Inventory requires ordering – Filter = ‘Suggested Qty” is not equal to 0
  • Inventory not sold in 2 years – _Filter = _“This Years Units” is 0 + “Last Years Units” is 0. Then set the “Match if” to All
  • AR over 120 days – Filter = “Over 120” is not 0
  • Sales Order with margin less than X – Filter = “GP %(Average) is less than X
  • Purchase orders received in full – _Filter – _ “Remaining Amount” is 0

For more information on Filters, contact us at support@tri-tech.com and we’ll be happy to help!

Grow your Business with Integrated Business Management Software

The rapid pace of growth at many small and mid-sized businesses often leaves no time to consider how various software packages are supposed to work together. New software is added as needed, most of the time from entirely different vendors. Unfortunately, this siloed approach to software setup can lead to a lot of headaches down the road, including higher costs, lost productivity, and less insight into how well a business is actually performing.

The challenges of a siloed software system

The problem is that many small and mid-sized companies naturally revert to a collection of different software packages. They typically start out with basic accounting software, and then decide to add advanced software, such as inventory management or sales management software, on an as-needed approach.

This approach might work in the short-term, but over the longer term, this very inefficient silo architecture (in which the different software packages have a hard time integrating with each other) leads to a number of challenges, including wasted employee productivity, lack of real-time visibility into operating results, and extra costs (both in terms of time and financial resources) due to the need for integration.

Advantages of using an integrated business management software system

Now contrast this approach to that of an integrated business management software system, such as Spire. With an integrated system, you are able to streamline operations because all the various functionality is designed to work together. Instead of buying software on an a-la-carte basis, you are buying one integrated system that works great from the very start. As small and mid-sized firms are finding out, there are two big advantages of using an integrated business management software system.

First and most importantly, an integrated system enables much greater automation of routine business processes, everything from order management and fulfillment, to invoicing and expense approval. Data and information from one business function (such as sales management) can be very easily combined with data and information from another business function (such as inventory control). This makes things much easier for the team in accounting, which doesn’t have to worry about tracking down data across multiple software databases.

Secondly, an integrated software system improves visibility into the real-time operation of your business. In today’s real-time business environment, customers expect to know the current status of an order immediately, and members of the management team often want to put together reports on the fly. If you are using a siloed approach, this is almost impossible. But with an integrated system, you can quickly gain access to any key numbers or data that you need.

Grow your business with TriTech

At the end of the day, opting for an integrated business management software system like Spire is all about preparing your business for the next cycle of growth. Being able to manage business processes more efficiently can lead to lower costs, higher revenue and greater overall profitability.

Contact us today and ask how we can help you grow your business.

Don’t have Lot Control? You may be at Risk

Having greater visibility into your warehouse business operations is no longer a “nice-to-have” in the world of business – it’s now a “must-have.” In fact, not having lot control in your warehouse could be a huge risk, leading to increased costs, lower profitability, and unexpected breakdowns in your supply chain. If your business ever faces an emergency recall situation – such as a food product that has been contaminated and needs to be recalled, you’ll be glad that you have a software-based warehouse management system to find the exact product you need at exactly the right time to avoid any serious consequences.

The core feature of any warehouse management system is lot control. Every piece of inventory that has ever passed through your warehouses comes with a unique tracking ID code that assigns it to a lot. These identifying characteristics can include ingredients or materials in the product, or factors such as color, expiration date or place of origin. The more you know about each lot, the easier it is to track down exactly what you need. If you are currently doing this manually, then you are at a real disadvantage to your competitors who have automated the entire process and can check on the status of lots within minutes.

Another example where automated lot control is an advantage is if, for example, you are working in an industry where product expiration dates matter. The last thing you want is for older items to sit in a warehouse too long. With automated software, you can mitigate this problem, ensuring that older lots make their way into your distribution chain in a timely matter before it’s too late. This will impact your bottom line immediately.

And, finally, there’s the matter of product differentiation. In certain industries, lots are differentiated not by product expiration dates, but by factors like color, shape or size. You want to make sure that you are shipping the right colors (or shade of the right colors) to the right customers. This can prevent you from sending last year’s make or model to a new customer.

In dealing with these hypothetical situations, lot control in the warehouse is key. Lot control will give you greater visibility into your business operations, lower your costs, streamline your operations, and give you the ability to increase throughput in your supply chain. And the most effective path to reach these goals is a software-based warehouse management system with built-in lot control, such as Spire. In both everyday and emergency recall situations, lot control will give you the peace of mind of knowing that any situation in your warehouse can be handled quickly and efficiently.