How do I change my SEPA bank account?
To change your SEPA bank account:
- Go to Support > Bank Accounts Details.
- Select the bank account you to which would like to assign the SEPA details.
Next, click on the Details tab from the top menu and then the Edit button from the left-hand menu.
To create an entirely new bank account with SEPA capabilities, click on Insert record from the Bank Accounts tab and insert information accordingly.
The bank rejected my SEPA file. What do I do?
Most SEPA file rejections are due to the processing date being past the submission date or, in some cases, past the cut-off time. In such cases, a SEPA file can be re-issued with a new date that will allow the bank to process the file. To re-issue ...
How to change SIMS login password
To change the user's SIMS password, go to Admin > User accounts. Select the user and press on the Change Password button. Type in the new password and press Save: Related Articles: How to create strong login passwords
How to change the login password in SFM
To change the user password in SFM, go to Administration > User accounts. Select the user, then Press the Edit button, type in the new password and press Post.
How do I process a bank reconciliation?
Learn how to run a bank reconciliation in SFM in the video below. You can also refer to the instructions written below the video. Starting the bank reconciliation process To begin the bank reconciliation process, click on the Bank Reconciliation ...
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 > ...