Assigning Access Levels to chart of accounts
After you have configured permissions for Access Levels in the Groups & Permissions tab, you can then assign Access Levels to your
accounts in your Chart of Accounts window.
There are two ways to assign Access Levels to a chart of accounts:
- To a single account at one time.
- To multiple accounts via tagging.
When an
account is tagged with an Access Level, only user groups that are assigned with
the same Access Level as the account can post in that account.
Assign to single chart of account
To assign an Access Level to a
single chart of account, go to amend an account in your Chart of Accounts and choose an Access Level
from the bottom of the page.
Assign to multiple chart of accounts
You can also tag multiple charts of accounts and assign an access
level to all of them at once.
To assign an access level to
multiple chart of accounts via tagging, go to your Chart of Accounts, tag multiple accounts (by
using the arrow key and space bar), and then click on the Padlock
icon in the sidebar. You can then select the access level in the
pop-up window.
Things to note
Here are some things to keep in mind when tagging accounts with
Access Levels:
- Charts of accounts that do not have an access level assigned to them are not accessible or visible to all authorised in SFM.
- If a user group does not have access rights to certain accounts, it means that they cannot view transactions or post into those accounts.
Related Articles
Access Levels in SFM: an overview
Access Levels are security and permission configurations that allow you to choose to which accounts various users of your SFM system have access. This enhancement to SFM helps you control to which accounts users can post and for which accounts they ...How to create Access Levels in SFM
After enabling access level security controls for SFM, you can create access levels for your company's SFM installation. This will be done in the Administration > Access Levels window. After creating Access Levels, you will then be able to configure ...Configuring Access Level permissions for user groups
Permissions for access levels are configured in the Groups & Permissions page. Here you can control whether a user group can view transactions or have permission to post and do other actions in your nominal, sales, or purchases ledgers. First, you ...How to enable Access Levels in SFM
In order to use access level controls in your SFM system, the control must be enabled in your company maintenance window. After it is enabled, you can then set up Access Levels and configure permissions to view transactions, nominal posting, sales ...How to Upload Your Own Chart of Accounts in SFM
The SFM Chart of Accounts can be managed and updated using Excel functionality. To ensure a smooth upload, please use the provided SFM Format. Standard Chart of Accounts.zip: The zip file includes a blank template, documentation, and a simplified ...
Recent Articles
How to print a Remittance Advice
How to print out a Remittance Advice from SFM: Supplier > Print button > Remittance Advice Select the Reference number* of the selected Range of Payments to print out the Remittance. *Import - Fixed Assets
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 the Fixed Assets. Attached are the template and ...How to generate the INTRASTAT Report
SIMS supports the INTRASTAT module, which is available as a separate add-on. If you are interested in activating this module, please contact us at sales@shireburn.com. Updating Items with INTRASTAT Details Navigate to Main Menu > Purchases > Receipt ...Sending Remittances in Bulk using e-Reports
To send outstanding remittance advices in bulk, follow these steps: Navigate to the Remittance Advices Section Go to: - Current Year > Sepa > Sepa Maintenance - Sepa Tab (on top) - Highlight Sepa - Print > Remittance Open the e-Reports Module In the ...How to Reverse a Sales/Purchases Transaction in SFM
Reversing Entries in SFM Once users confirm an entry in SFM, they cannot modify any of its elements. The only available option is to reverse the entire transaction and re-post it with the correct values. The system supports both simple reversals and ...
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 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 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 > ...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 ...SIMS - User Manual
The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf