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 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 ...
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 > ...
Import Gateway - Transactions
The Shireburn Financial Manager (SFM) provides facilities to allow the importing of accounting data from third-party applications and/or your own work sheets into SFM. The options include the import of Nominal, Sales and Purchase transactions. ...