SFM - Active companies
By default, all SFM companies are set to active. Unused companies can be de-activated. This means that the company data will remain available for viewing and printing reports, but all posting will be disabled. The company is treated as archived.
Note: This FAQ is applicable for any version after 2.0.11.123
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Deactivate a company
The process to deactivate a company is as follows:
- Access the company you want to deactivate
- Go to Current Year > Utilities > Company Maintenance.
- Click the Amend button, and then click the check box near Administration, and then click Deactivate.
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- The system will prompt you to confirm to deactivate the company. Once you confirm with Yes, the company's data will remain available for viewing and printing reports.
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Once the company is deactivated, please follow the next steps so that we can remove the maintenance charge from the next support and maintenance invoice.
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Reconcile company licenses for billing
To reconcile the company list with Shireburn:
- Go to User Tools > Change Company
- From the company list, click the Printer button and email the report to accounts@shireburn.com.
- This report is required for us to update our billing records
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Reactivate a company
If you want to continue posting in a deactivated company, you will be required to reactivate this company.
Send an email to accounts@shireburn.com with the exact company name. You will receive an activation key from Shireburn.
After you receive the activation key:
- Go to Current Year > Utilities > Company Maintenance.
- Click the Amend button, and then click the check box near Administration
- The system will ask you for the activation key.
- After confirming the activation key, the company will be reactivated for posting. You will need to exit and select the company again for the posting to be made available.
- Repeat the above for all companies that are not operational anymore and no more posting is required.
Please note that once a company is reactivated, the company value will be added to the software and maintenance value and billed pro-rata up to the renewal date of your maintenance agreement.
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