Set up Credit Limit on SIMS
Go to SFM > Current Year > Sales > Client Maintenance > Client Details tab. Set up the Credit Days for each Client by filling in the Credit section. Fill in the Days, Limit and Term, then press Post. Go to SIMS > Admin > Groups Rights, select the ...
How to set up Mail User Settings in SIMS
Go to Admin > Local Settings. In the General tab, select 'SBS Mail' from the Email Client dropdown and click the green tick Save button. Restart SIMS. The Mail options are now visible in the Admin menu. Click on Mail User Settings, followed by ...
How to print a Management Profit and Loss Report
To create a Management Profit and Loss report in SFM: Go to Current Year or Previous Year > Nominal > Chart of Accounts Reports > Management Reports, and click on the report type required. Once you have chosen your report type, a printer window will ...
How to print a Trial Balance Report in SFM
To create a Trial Balance report in SFM: Go to Current Year or Previous Year > Nominal > Chart of Accounts Reports > Trial Balance Reports, and click on the report type required. Once you have chosen your desired report type, a printer window will ...
How to create a Supplier Account in SFM
To create a Supplier account on SFM: Go to Current Year > Purchases > Supplier Maintenance. Press on the plus (+) sign on the top left of the screen. This will take you to the Supplier Details tab. In the Details sub-tab, input the details for the ...