We’ve has a few chats with people wanting to move their free version of SpendMap from one computer to another. Here’s everything you need to know…
REMINDER: In addition to moving SpendMap form computer to computer as described below, another option is to install the system on a network server so that you can access it from any computer on your Local Area Network. For details, please see “Network Installation Instructions”, in the Getting Started Documentation that comes with the software.
Also, please keep in mind that you can upgrade to our web-based version and then you can access the system from any computer with an Internet connection. More importantly, you’ll never have to worry about software installation, maintenance, backups or applying updates, as we take care of everything for you. You can try our Cloud version here if you like.
OK, to move the free Windows/desktop version of SpendMap to a different computer, you do NOT need to download and reinstall a new copy of the system. You just need to move the database/application folder and the shortcuts/icons that you use to run the system.
Did you know that you can use different units of measure when entering Purchase Orders, Receipts and other transactions in the free version of SpendMap and the system will convert from one unit to the other for you automatically?
For example, it’s quite common that the purchase quantity and pricing on Purchase Orders are in different units of measure.
You can set up as many units of measure as you like, along with a “conversion factor”, in the Units of Measure Master File… – PURCHASING > Master Files > Units of measure > Add/modify/delete
And then you can select different units of measure on Purchase Orders and other areas in SpendMap…
Marina from California jumped on a chat with us yesterday, asking how to set up a new budget period for 2021…
“We are currently using SpendMap but I do not have the instructions to open a new period.”
If you are tracking time-based budgets in SpendMap (e.g. yearly, monthly, quarterly, etc.), you need to create/enable each fiscal period before you can enter the budget amounts for each Cost Center (department, project, etc.). Do this using the [CREATE NEW FISCAL PERIOD] button, in here… – PURCHASING > Setup system > Cost center history/budget settings
TIP: If your new year’s budgets are the same or similar to a previous year’s budgets, when you create the new fiscal period per above, you will see an option to [Copy] a previous year…this will duplicate each Cost Center’s budgets, so you don’t have to enter the new year’s budgets from scratch. You can then modify/tweak the budgets for each Cost Center if you like.
You can enter or modify the budgets for each Cost Center, in the Cost Center Master File, in here… – PURCHASING > Master Files > Cost Centers > Add/Modify/Delete
Please upgrade at your earliest convenience. The upgrade utility will bring forward all your data, history, settings, etc., so you will not lose any of your work in SpendMap.
For instructions on how to upgrade your system and a list of new features, from within SpendMap please select the menu HELP > CHECK FOR UPDATES. This will not actually install the upgrade. Rather, if you are using v14.50, this will expose a red hyperlink at the bottom of the Main Menu in SpendMap…just click the hyperlink to see full upgrade instructions.
TIP: You can skip the upgrade by switching to our Cloud Version and get a 20% discount. For details, please see the promo box at the top-right of the Upgrade Instructions (when you click the red hyperlink in the Main Menu of SpendMap per above).
The Free-Procurement Project Team
Totally FREE software that automates Purchase Orders and a whole lot more
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We’ve had a few questions about the overhauled Status & Inquiry Utilities in the 2020 release of SpendMap. Specifically, what’s the best/fastest way to get to a PO or other document if you already know the document number?
Instead of using the new Search Criteria at the top of the screen, if you already know the PO number, try using the [Quick Search by Document Number] button at the bottom of the screen, to jump right to that Purchase Order…
If you’re using v14.50 of the Free Version of SpendMap, you can now upgrade to the 2020 release (Version 14.84) to get more than 30 new features and capabilities, in addition to various bug fixes and performance improvements.
You can check your current version number using the menu Help > About, in SpendMap.
About the Upgrade Utility
The upgrade utility will bring forward all your data, history, settings, etc., so you will not lose any of your work in SpendMap.
Just log into your current v14.50 SpendMap system and select the menu Help > Check For Updates. This will download a patch to your v14.50 system – you will still be at v14.50 at this point but you will now see a red hyperlink at the bottom of the Main Menu of SpendMap. Just click that hyperlink to see full upgrade instructions before actually applying the upgrade to v14.84.