Spire 3.5 Release Notes (3.5 to 3.5.14)

Spire 3.5 was released on May 28, 2020; the latest update in this version is 3.5.14 (June 15, 2021). Below are Spire Systems’ release notes for every 3.5 release, organised by area, newest first. Spire 3.x and Spire 4.x are separate lines; these notes are for Spire 3. All Spire 3.x release notes.

In this version: 3.5.14 · 3.5.13 · 3.5.12 · 3.5.11 · 3.5.10 · 3.5.9 · 3.5.8 · 3.5.7 · 3.5.6 · 3.5.5 · 3.5.4 · 3.5.3 · 3.5.2 · 3.5.1 · 3.5

Highlights

Avalara tax service integration.
Serial and lot numbers. User defined fields, committed and pending quantities shown separately, editable expiry dates and prices, exportable trace results, and cost tracking.
Canada. Quebec Health Services Fund support and TD Bank 80-byte EFT files.
Purchasing. An Accounts Payable tab on purchase orders and purchase history.
Pricing. Set the decimal places used in sell and cost calculations, and choose which cost the Price Matrix margin uses.
Updates to 3.5.14 (June 2021) are mostly payroll tax changes and corrections.

Spire 3.5.14 (June 15, 2021)

New Features

Add July 2021 Payroll changes

Spire 3.5.13 (February 13, 2021)

General

– Support CRA’s uniqueness for entire second T4 record in T4 XML on 7+ Other Boxes

Spire 3.5.12 (February 8, 2021)

General

– Create second T4 record in T4 XML upload for 7 or more Other Boxes

Spire 3.5.11 (February 2, 2021)

General

– Allow more than 6 Other Boxes in Edit T4 screen

Report Changes

T4-14b-CRA – Support second T4 when more than 6 Other Boxes are used
T4-14b-employee – Support second T4 when more than 6 Other Boxes are used
T4-14b-employer – Support second T4 when more than 6 Other Boxes are used

Spire 3.5.10 (January 8, 2021)

General

Change for Edit Employee , Amounts, Federal TD1 Amount – Use Automatic Checkbox for Automatic base calculation as provided by CRA Tax Tables – Use amount from Employee TD1 Total Claim Amount for employees that qualify for more than basic amount – Use 0.00 for employees that are using their TD1 amount at another place of employment
Change for Edit Employee , Amounts, Provincial TD1 Amount for Nova Scotia and Yukon – Use Automatic Checkbox for Automatic base calculation as provided by CRA Tax Tables – Use amount from Employee TD1 Total Claim Amount for employees that qualify for more than basic amount – Use 0.00 for employees that are using their TD1 amount at another place of employment
Add ability to set Federal and Provincial TD1 claim to automatic in TD1 Update List
Remove Temporary Wage Subsidy calculation for March – June 2020 on Payroll Remittance
Improve Payroll Schedule calculation for 12 periods with start date other than January 1
Correct behavior on Sales Order, Store Prices button
Allow a non-discountable item to be sold on a Sales Order even if a Price Matrix Discount record applies (force discount to 0 on Sales Order)
Correct Fractional Quantity not allowed message when Process Requisitions with a UOM conversion happening on the Purchase Order
Add Tooltip to Edit Inventory, Statistics, Average Cost column —

Spire 3.5.9 (December 22, 2020)

General

January 2021 Payroll tables added.
Correctly respect Location segment in GL Transaction for foreign AP and AR Payments
Ensure AP transaction balances to Payment when Voiding an AP Payment
Correctly make Job entry negative for when posting a Vendor Credit Memo
Display correct Location while editing a Sales Order
Show Income for 4 COVID subsidy periods on T4
Correctly Save Cash Out Other Payments

Report Changes

Payroll Cheque-Bottom – add QPIP for Quebec timecards
Payroll Cheque-Centre – add QPIP for Quebec timecards
Payroll Cheque-Top – add QPIP for Quebec timecards
Payroll Direct Deposit – add QPIP for Quebec timecards
T4-14b-CRA – 2020 T4 changes
T4-14b-employee – 2020 T4 changes
T4-14b-employer – 2020 T4 changes
T4-Summary – 2020 T4 changes
T4A – 2020 T4A changes
T4S Summary– 2020 T4A changes

Spire 3.5.8 (November 4, 2020)

General

Correctly respect line discount % during Sales Order Refresh Prices
Correct error editing Sales Order, Phase tab, start / end date information
Improve speed calculating Cumulative Prices on large Sales Orders
Do not allow duplicate email addresses when adding credit cards to Payfirma, allowing multiple customers with shared credit cards. Note: Linking customers initially added on the Payfirma Portal to the Spire customer record, is no longer supported
Correctly show Avalara tax totals on Sales Quotes
Correctly show Avalara tax totals on Sales Order, Totals by Order Quantity
Correct error Order Save or Toggle in a Production Order on Orders converted from BVEssentials
Support TD80 byte EFT file in Accounts Payable
Correctly assign GL location segment to payment posting on AP and AR Payment (revaluation)
Correct error printing Inventory Labels from Purchase History

Spire 3.5.7 (September 29, 2020)

General

Remove Windows Server 2012 / Windows 8.0 installation restriction from Spire Server and Spire Desktop installer Note: This does not correct any of the issues where Spire Server will not install correctly on Windows Server 2012 due to missing Microsoft DLLs nor the display problems experienced by Spire Desktop on Windows Server 2012 Remote Desktop and Windows 8.0, or lower

Spire 3.5.6 (September 23, 2020)

Spire Desktop Improvements and corrections

Display warning and prohibit Spire Server and Desktop from installing on anything less than Windows 8.1/Server 2012R2
Correct occasional ‘shipID’ error when reprinting an Invoice from Sales history, Invoice view
Correctly post terms information from Sales Order to Sales History
Allow Sales History Comments to be edited even if they were part of a group
Correct error Copying a Customer that has a ShipTo address
Correct error Importing Customer User Defined 1 and User Defined 2
Set Credit Approved fields when importing Customers with Credit Limits
Correct Approved Date when changing the Credit Limit in Edit Customer, Billing tab
Correctly populate Quotes with Avatax values with Avalara enabled
Correctly show Sales Order Deposits Total when more than one deposit exists
Correctly respect ShipTo address, default warehouse on a Sales Order
Allow the customer code on a Sales Order to be set by selecting the ShipTo ID
Correct error when the user Orders more than the available Lot numbers, where the Lot numbers are set to auto consume and the On Hand is more in Inventory, than in Lot numbers
Retain Original Quote number on Sales Orders created from Backorders
Correct occasional error using F9 in the Contact field in Sales Orders, and pressing Enter without selecting a Contact
Correct error when setting a 0.00 Retail Price in POS
Correct error when Description is edited in POS
Correctly remove all Sales Order Items records when posting a POS Invoice
Respect Show Options for Kits when adding a Sales Order from the Inventory List
Allow a foreign Customer to be selected when creating a Sales Order from the Inventory List
Allow a foreign Vendor to be selected when creating a Purchase Order from the Inventory List
Allow AP Invoice to be posted without requiring a Vendor, Payment Account
Post AP Invoice Taxes into a base currency for Foreign Invoices
Correctly Refresh Purchase Order Total display when Receiving and Printing
Check for Locked Purchase Order when Processing a Requisition
Correctly remove Requisition link when deleting a Purchase Order line
Correct occasional attribute error Applying AR and AP Payments
Correctly remember column setting in Inventory Count screen
Correct Vendor Price export file type error
Show correct number of decimal places in Edit Inventory, Prices and Units tab, Sell Prices, as set in Company settings
Correctly save changes to Company Settings, Sales Orders, Orders, Day before an Order is required
Correctly respect UOM conversion in Edit Inventory, Vendor Prices tab, Variance column
Correctly remember column setting in Inventory, Bill of Materials tab
Correct error setting Yield % to 0 in Edit Inventory, Bill of Materials
Do not restate order quantities for Kit part numbers when using Inventory ReAllocate
Allow UPC codes to be imported even if they already exist, support UOM change on UPC record
Correctly post Payfirma Refunds as negative payments
Do not set default tax accounts in Special Accounts when creating a new company
Support 2 digit year in date fields
Support single digit month and day in date fields
Correctly save Report Security when setting to Disabled
Correct occasional “x not in list” error during logon
Force focus on Company List, on Logon screen, so that arrow keys can be used to scroll the list
Correct error when using “is not one of” Location Filter in GL Account List
Correct error when attempting to delete a Payment Method

Report Changes

Disbursements Journal – remove discount amount from Void payments
Comparative Statement – show negative balances in brackets
Financial Summary – show negative balances in brackets
Income Statement – show negative balances in brackets
Inventory Status – show discrepancies between Inventory On Hand and Serial/Lot numbers available
Purchase Order Reprint – only use receive_qty on report
Purchase Order – correct @quantity formula —

Spire 3.5.5 (August 7, 2020)

Spire Desktop Improvements and corrections

Allow Tax flags to be changed on Sales Order and Purchase Order lines
Show comments in Sales History Items, Description tab
Correct error opening Edit Inventory, Vendor Prices tab when list has previous been sorted by currency
Correctly show UDF Date fields in Lists when fields was not set to Default to blank date
Correctly save changes made to Edit user, Lock Process/Shipped Orders

Report Changes

Historical Accounts improve report description
Invoice Batched – correct Levy and Job subtotals overlap
Invoice Posted – correct Levy and Job subtotals overlap
Order Confirmation – correct Levy and Job subtotals overlap
Quote – correct Levy and Job subtotals overlap
RMA Order – correct Levy and Job subtotals overlap
Sales Order – correct Levy and Job subtotals overlap
Work Order – correct Levy and Job subtotals overlap —

Spire 3.5.4 (July 15, 2020)

Spire Desktop Improvements and corrections

Display Kit Cost values on Sales Order line after reloading a Sales Order
Respect user’s lack of permission to Edit Sales Order and prohibit adding lines
Ensure that Sales Order, Phases tab is showing the latest Phase change
Correct occasional “Transient” error in Sales Order Batch posting
Correctly retain Customer PO number on a Sales Order when adding a Comment immediately after populating Customer PO field
Correct error in Fill Orders if a non-numeric value is entered followed by the multiplier character
Correct “Maximum Recursive” error opening a Purchase Order where the Inventory warehouse location has been edited
Only update Inventory Sell Price when Receiving a Purchase Order, if the Sell Price in the Purchase Order has been changed by the user
Correct error on Purchase History Print button when an Inventory Adjustment is selected
Do not request a Save again after adding a warehouse location in Edit Inventory and saving it
Allow blank Warehouse field in a new Price Matrix record
Show Vendor colour in Accounts Payable List
Allow unit number to be selected after customer in Sales Order, Equipment tab and allow user to select from the list to populate Equipment information
Correct tooltip for Edit Customer, Set Service Charge Default Example option
Allow Tax code to be removed from Edit Customer, Addresses, Update Tax codes
Correctly import Terms code, Account No, Buyer, Notes, Currency in Vendor Import
Allow Inventory Import to import records with no primary Vendor code when the linked column has no data
Update Data Dictionary information for purchase_orders

Report Changes

Financial Statement by 12 Periods – print sub-totals for Gross Profit, Operating Income and Income before Taxes
Financial Statement by Period – print sub-totals for Gross Profit, Operating Income and Income before Taxes —

Spire 3.5.3 (June 30, 2020)

Spire Desktop Improvements and corrections

Improve speed Invoicing large Sales Orders
Correctly display Custom Recurring Rules for Invoice Date in Standing Orders
Correct error when clicking Cancel during Create Invoice batch
Correct occasional “Inactive State” error while posting Invoice Batch
Correct occasional Ship Via codes being removed during Invoice posting
Correctly show Ship To Address Communications records in Edit Customer
Correctly show Inventory Adjustment Notes in Purchase History
Show Created and Modified info in View History Purchase Order

Report Changes

Balance Sheet – print GL segments selected by user
Comparative Statement – print sub-totals for Gross Profit, Operating Income and Income before Taxes, print GL segments selected by user
Financial Statement by 12 Periods – print GL segments selected by user
Financial Statement by Periods – print GL segments selected by user
Financial Summary – print GL segments selected by user
Historical Inventory Status – show warehouse on header if multi warehouse is enabled
Income Statement – print sub-totals for Gross Profit, Operating Income and Income before Taxes, print GL segments selected by user
Invoice Batched – change selection criteria in CustomerCommunication sub-report
Invoice Posted – change selection criteria in CustomerCommunication sub-report
Order Confirmation – change selection criteria in CustomerCommunication sub-report
Packing Slip – change selection criteria in CustomerCommunication sub-report
Pick Ticket – change selection criteria in CustomerCommunication sub-report
Process Slip – change selection criteria in CustomerCommunication sub-report
Production Order – improve Unit Cost field for items using an alternate UOM
Purchase Order – print footer fields and total without issuing Purchase Order
Quote – change selection criteria in CustomerCommunication sub-report
Remittance List – Details – show totals even when only one employee is on report
RMA Order – change selection criteria in CustomerCommunication sub-report
Sales Order – change selection criteria in CustomerCommunication sub-report
Ship Slip – change selection criteria in CustomerCommunication sub-report
Trial Balance – print GL segments selected by user
Work Order – change selection criteria in CustomerCommunication sub-report —

Spire 3.5.2 (June 18, 2020)

Spire Desktop Improvements and corrections

Correct Vendor error in the API, Sales Order endpoint
Allow a unused GL Account to be deleted from the consolidated division after it has been deleted from all other divisions

Report Changes

Comparative Statement – print a subtotal of the profit in Gross Profit and Operating Income group footers

Spire 3.5.1 (June 16, 2020)

Spire Desktop Improvements and corrections

Payroll Tables update for July 1, 2020
Correct Income tax calculation on timecard where CPP maximum is reached
Add ability to see Top Level Manufactured Items in Edit Inventory, Production Tab
Do not allow a Control account to be typed into a GL Journal Entry screen
Correct “country” error when attempting to email a Purchase Order
Do not allow a foreign vendor to be set on a Purchase Order created from selecting items on the Inventory List and clicking Create Purchase Order
Use Serial/Lot cost on Purchase Order Returns when Serial/Lot costing is enabled so no variance posting is created
Do not receive Lot numbered items in Purchase Order, Receive Order tab without an expiry date if Expiry Date Required, is set on the item
Correctly import Required Date in Purchase Order Import
Correctly set currency on imported Purchase Orders for foreign Vendors
Correctly import Print Cheque Flag on Vendor Import
Display UDF columns in Serial/Lot number list
Only attempt to ship available items when Ship Available is clicked in a Sales Order ribbon
Do not trim Sales Order Type/Status field in Compact View
Correct error deleting a nested Kit in a Sales Order
Correct blank Sales Order screen after Toggling a kit multiple times
Correct error scanning lot number in Inventory Count when the kit has Auto Consume enabled
Correct error trying to edit an Inventory Warehouse record automatically created by BV Import
Correct error trying to delete an Inventory Product Code automatically created by BV Import
Correct occasional attribute error double clicking a Sales Order on the Sales Order List
Correct error double clicking on a record in Purchase History that was created by an Inventory Adjustment/Transfer
Make Remit To contact information available when emailing Vendors

Report Changes

Comparative Statement – correct inverted Variance % when Last Year is negative
Purchase Order – correctly print total after PO has been issued
Work Order – correct header and footer text messages —

Spire 3.5 (May 28, 2020)

New Features

Add support for Avalara tax service integration
Add Sales OrdersCreated, Created by, Modified, Modified by columns to Address lists
Add support for Quebec Health Services Fund
Add Accounts Payable tab to Purchase Orders and Purchase History
Add ability to set default warehouse in Sales Order, Info tab
Add support for serial/lot cost to Inventory Adjustments and Transfers
Add User Defined Fields to serial/lot numbers
Add ability to see committed and pending receipt serial/lot numbers separately in Edit Inventory, Serial Numbers
Add ability to edit expiry date and sell prices on selected lot numbers
Add ability to export serial/lot numbers and records returned by Trace function
Record serial/lot cost during customer return when serialized cost is enabled
Add Expiry Date required flag and default expiry days to Edit Inventory
Add support for TD Bank 80 byte EFT file
Add columns for Average Days to Pay and Credit Limit to Customer List and Accounts Receivable List, as well as user settings to enable them
Add columns for Freight and Weight to Sales Order Lists and Sales History Lists
Add Special account for non-inventory in Company Control Accounts
Add setting to Company Settings, Company, Numbers to set number of decimal places to use in Sell and Cost price calculations
Add setting for Price Matrix Margin to use Average, Current or Standard Cost to calculate Price
Automatically calculate hours on ROE when Timecards don’t have it.
Add Updates Hours button to ROE Edit screen
Add Multi Edit capability for Sales Tax codes in Customers menu, Customer Addresses List
Add Group By in Import in order to state items that should be included on a document
Add max_wal_size tuning settings when the Spire Server installer is performing a new PostgreSQL installation
Add View Source and View Target buttons to Requisition List

Spire Desktop Improvements and corrections

Improve speed accessing and saving Sales Orders, Customers and Inventory
Do not change Salesperson when a suffixed Sales Order is created for a backorder
Correctly refresh Sales Order price when changing UOM with Price Matrix Margin pricing
Retain Order Quantity when changing a Sales Order back to a Quote
Correctly copy Sales Order UOM conversion factor from Sales Order to Sales History
Set non-inventory costs on Sales Order during Sales History Copy process
Do not allow Processed or Shipped Sales Orders to be deleted if Lock Process/Shipped Orders is enabled
Replace “A PO number is required for this customer” dialog with a ribbon in Sales Orders
Respect Address On Hold flag when added to a Sales Order
Correctly support Kit being added to a Sales Order copied from Sales History
Allow user to edit Total Weight on Sales Order and Purchase Order footer, stop automatic calculations once the user has edited the value
Show Lot number expiry date when a Lot numbered item is returned on a Sales Order
Do not allow serial/lot number to be sold before being fully received
Correct condition where 0 available quantity serial numbers, is shown as available
Do not leave serial/lot number allocated if Sales Order fails to Save or Invoice
Allow user to override Sales Order Ship Quantity of a Lot number that is set to auto consume
Retain Inventory Current and Standard Cost when selling serial/lot numbers with serialized cost enabled *** Note this will affect Price Matrix margin pricing Sales Orders and commission reporting on these Sales History records.
Do not show Serial number dialog twice in POS
Correct UOM display in serial/lot number screen when UOM conversion is being used
Only show Lot Consume Type on Lot numbered items on Inventory List
Correctly respect user permissions in Edit Inventory, Vendor Prices
Correct error removing Default Vendor in Edit Inventory
Reset Inventory On Order quantity when Closing a Issued Purchase Order
Ensure Inventory Variance is posted in base currency on a Foreign Purchase Order
Correctly store On Order quantity for Inventory UOM on a Purchase Order created by a Requisition
Show Vendor name in History Purchase Order screen
Correctly set Sales Order Current Cost on a Requisition for a non-inventory item
Correctly calculate customer Average Days to pay posting an AR Payment and with Discounts
Refresh Prices on a Purchase Order when the Vendor is changed to one with Vendor Pricing
Improve which Total is being shown as Purchase Order is being Received, change fields used to track Purchase Order totals when Open, Issued and Received
Reset Required Date when copying a Purchase Order from Purchase History
Add Created, Modified and Modified By columns to Purchase History List
Improve Purchase Order import
Correctly import a blank Product Code field in Price Matrix Import
Do not import blank Inventory Prices as NULL
Allow Inventory records to be copied by a user without permission to modify Vendor prices
Allow Edit Inventory, Serial/Lot tab view even if Inventory record is locked by another user
Correct error trying to select a segmented GL Account in Vendor, Expense
Use POinv in GL Transaction Type when Invoice is posted from Purchase Orders
Refresh screen after changing serial/lot quantity in Inventory Adjustments
Retain Reference and Comment values during Inventory Transfer, in Purchase History
Correct error deleting a manual Inventory count record after it has been Saved
Do not include Quebec Provincial Tax in Box 22 on T4s
Improve field spacing in Company, Payroll, Contact screen
Allow Equipment Followup date to be made blank
Show Job status in Job Account lookup
Correctly populate audit fields in inventory_uoms when the record is changed
Replace Customer ID with Customer number in Payfirma when adding a Credit Card to a profile

Spire Server Administration Improvements and corrections

Improve Date/Time chooser
Set default Database name while restoring a snapshot BV Import 2.0.3
Improve speed migrating BV Data

Database Changes

customers – add field sales_tax_provider_entity_code

Database Changes

customers – rename field provider_id to payment_provider_id
inventory – add field sales_tax_provider_code, expiry_required
inventory_levy_codes – add field sales_tax_provider_code

Database Changes

inventory_price_matrix – add field cost_method
inventory_product_codes – add field sales_tax_provider_code
inventory_serial_numbers – add field pending_receipt, udf_data

Database Changes

purchase_history – add field user_weight
purchase_orders – add field user_weight
sales_history – add field user_weight, sales_tax_provider_id, whse

Database Changes

sales_orders – add field user_weight, sales_tax_provider_id, whse
sales_taxes – add field integrated
shipping_methods – add field sales_tax_provider_code

New Reports

Payroll Ledger by Employee – add report

Report Changes

Database Verify on all reports for recent table changes (Not required since no destructive changes were made)
Account Reconciliation- improve sort
AP EFT Payment Remittance – align top of Company info with top of logo
AR Payment Receipt – add logo support
Cash Balance Details – sort payment methods on sequence
Cash Balance – sort payment methods on sequence
Cheque-bottom – set default detail lines to 15
Cheque-centre – set default detail lines to 15
Cheque-top – set default detail lines to 15
Customer Sales History Details – suppress date range when no Invoice Date filter is used
Customer Sales History – suppress date range when no Invoice Date filter is used
Inventory Sales History Details – sort by Invoice number, suppress date range when no Invoice Date filter is used
Inventory Sales History – suppress date range when no Invoice Date filter is used
Inventory Sales History in Base – Remove Customer and ShipTo ID column headers, suppress date range when no Invoice Date filter is used
Invoice Batched – Show either Paid in Full, Balance Due, or Change at the bottom of the Payment methods, limit footer messages to two lines on shorter Invoice footers, improve white background display on logos, align top of Company info with top of logo
Invoice Posted – Show either Paid in Full, Balance Due, or Change at the bottom of the Payment methods, limit footer messages to two lines on shorter Invoice footers, improve white background display on logos, align top of Company info with top of logo
Job Revenue and Expenses – add memo to the description, improve sort
Order Confirmation – improve white background display on logos, align top of Company info with top of logo
Packing Slip – improve white background display on logos, align top of Company info with top of logo
Payment on Account B – add logo support
Payment on Account P – add logo support
Payment on Account Receipt – add logo support
Pick Ticket – improve white background display on logos, align top of Company info with top of logo
POS Receipt Reprint – improve sort
POS Receipt – improve sort
Post Inventory Adjustments – add sort on inventory_receipts.id, round cost price to 5 decimals as needed
Process Slip – improve white background display on logos, align top of Company info with top of logo
Purchase Order Reprint – align top of Company info with top of logo
Purchase Order – align top of Company info with top of logo
Quote – improve white background display on logos, align top of Company info with top of logo
RMA Order – improve white background display on logos, align top of Company info with top of logo
Sales Order – improve white background display on logos, align top of Company info with top of logo
Ship Slip – improve white background display on logos, align top of Company info with top of logo
Work Order – improve white background display on logos, align top of Company info with top of logo —

Upgrading

Spire 3.13 and higher require Windows Server 2022/2025 or Windows 11 (64-bit) or higher. Before upgrading, read Spire’s Upgrading to this Version page in the Spire 3.13 user manual.

Ask your AI assistant about this release

With SpireAssists MCP, Claude, ChatGPT and other AI assistants can answer questions like “What changed for purchase orders in Spire 3.5?” or “What’s new between my version and the latest?”, citing Spire’s own documentation. It’s free. Connect SpireAssists.

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Source: Spire Systems Inc. release notes for Spire 3.5, 3.5.1, 3.5.2, 3.5.3, 3.5.4, 3.5.5, 3.5.6, 3.5.7, 3.5.8, 3.5.9, 3.5.10, 3.5.11, 3.5.12, 3.5.13, 3.5.14, as published by Spire and retrieved on 2026-10-08, organised by SpireAssists. Highlights are our summary. Spire is a trademark of Spire Systems Inc.; SpireAssists is an independent Certified Spire Integration Partner.