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Recent Articles
How to Grant & Modify Permissions on SIMS
Finding a User Account's Assigned Permission Group Go to Admin > User Accounts to identify which group the User account is assigned to. In the example below, we're selecting the user 'Shireburn' which is assigned to Group 'ADMIN'. Checking a Group's ...How to Grant & Modify Permissions on SFM
Finding a User Account's Assigned Permission Group Go to Administration > User Accounts to identify which group is the User account assigned to. When Users Form opens, select the user in the list and check their entry under the Group column. In the ...SIMS Search Functionality
Accessing the Search function in any SIMS Grid Navigate to any Grid (we are going to use Support > Stock Cards as an example). To enable the search function, press any letter key on your keyboard. The search function will appear between the toolbar ...How to Export or Import Entity Details in SFM
In this article, you will learn about exporting and importing entity details into SFM. The process is the same for both client entities and supplier entities. Remember to access Current Year > Sales > Client Maintenance for clients, and Current Year ...Setting Up and Using the Intercompany Journal
Setting up Inter-company Accounts makes it easy to automatically update journal entries in multiple companies, helping you increase your efficiency. Step 1: Creating an Intercompany Account Log in on one of the companies required for the multiple ...
Popular Articles
How do I process an End Of Year in SFM?
Overview SFM allows posting into two financial years simultaneously. This means that users do not need to finalise 2023 before starting to post entries into 2024. The end of year procedure will move the “Current Year” data into the "Previous Year". ...How to create a new Control Account in SFM? (Bank Account, Cash Account, Stock Control, etc)
Create the Account in your Chart of Accounts as seen below. Please make sure you use the code depending on your Heading and Sub-Heading digits. After creating the account, you need to specify the account as a System Control Account. Go to Support > ...Do I need to Process an End-of-Year in SIMS?
SIMS does not require an end of year procedures to be run. However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...How to run the SIMS Archive process
The SIMS Archive function reduces the size of the data store in Live by splitting the same data set in a different database, within the same company. This process improves the SIMS performance as it compacts the Live data set. Users can then access ...Can I change or delete stock codes in SIMS?
SIMS provides the option to change or delete a stock code, as detailed below. Both options can be accessed from Admin > Change/Delete Stock Cards. Change a stock code When you access this function, click on the insert button to add the stock code ...