How do I print sales transactions across different financial years?
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How do I print purchases transactions across different financial years?
As from SFM Version 2.0.8.56, a user can print nominal transactions across different financial years. The report to achieve this is the called Transactions for All Accounts and is found from Current Year > Purchases > Supplier's Reports > Transaction ...
How do I print nominal transactions across different financial years?
As from SFM Version 2.0.8.56, a user can print nominal transactions across different financial years. The report to achieve this is called Transactions for All Accounts. and it is found in Current Year > Nominal > Chart of Accounts Reports > ...
How can I print a Sales Ageing Report up to a given date?
A user can print a Sales Ageing Report across different financial years. The report is called an Ageing History, and it is found in the Reporting list under the Sales and Purchases Ledgers. When this report is chosen, the user is given the print ...
Deposits Unallocated payments on account in the SFM VAT reports
Can I get the current amount of deposits/unallocated payments on accounts in SFM VAT reports? Answer: From version 2.0.10.24 of SFM, you have the option to include the unallocated payments in the VAT report. The option to run a VAT Unallocated ...
Which report should be used to reconcile POS sales?
The Stock Statistics report should be used for reconciliations as it exports the sales data from all POS ID's linked to the particular location. Apart from showing the sales data from the POS machines, it is able to highlight the transactions ...
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SFM: How to Issue a Credit Note
A Credit Note can be used to reverse an invoice that has been posted incorrectly in SFM. This allows you to adjust or cancel the original transaction while maintaining a complete audit trail. Creating a Credit Note To create a Credit Note, navigate ...
How to generate a Report by Transaction Type and Analysis Code
Generating a Report by Transaction Type in SIMS Navigate to SIMS > Reports > Miscellaneous > Analysis Code. From this screen, select the desired Transaction Type to apply as a filter. If a summarized version of the report is required, tick the ...
How to Set Off a Client / Supplier
The Set Off functionality in SFM allows you to offset outstanding balances between a client and a supplier when the same entity exists in both roles. This feature is particularly useful when a company has pending sales invoices due from a client, ...
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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 2025 before starting to post entries into 2026. 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 reset your Shireburn remote desktop service (RDS) account password
The password for the Shireburn RDS Account used to connect to RDS server is set to expire after 90 days. A notification is provided to the user daily starting 5 days prior to the expiry date. In order to change password, the following steps need to ...
How to setup a System 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 > ...
SIMS - User Manual
The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf