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 2021 before starting to post entries into 2022. The end of year procedure will move the “Current Year” data into the "Previous Year". ...
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 import and export data through Excel
You can export data to Excel by going to Support > Stock cards and right-clicking the blue box button in the top-left corner of the data grid (near the column headers). Then navigate to Export to Microsoft Excel and select the required fields (note ...
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 > ...
How do I carry out a stock take in SIMS?
The whole Stock Take process is explained in full detail in the SIMS Stock Take Feature manual, attached with this article.