How to convert a Quotation into a Sales Order
To export a quotation to an invoice, go to Main > Sales Quotation > Details, and click on the I icon as shown in the red box. This prompts the screen to confirm what to export.
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How to reverse a deposit on a sales order in SIMS
The reversal of deposit on a cancelled sales order is a two-step process in SIMS. This is how you can do this: Zeroise the deposit from the Sales Order using the Change Client Deposit button. Reset to 0. This "reverses" it from SIMS. Select the ...How to convert a Quotation into an Invoice
To export Quotation to an invoice, click on the icon shown in the red box illustrated below. This prompts the screen where you can confirm what to export. If you do not need to export any of the items, just untick them from the Tag checkbox marked ...Reprint Sales and Purchase documents
SFM allows you to print of the following documents that can be sent to your clients or suppliers: Sales Invoices, Cash Sales, Credit Notes and Cash Returns – Free Text Sales Receipts Supplier Remittance While posting the above transaction, the system ...How to create a Sales Order in SIMS
Go to : Main > Sales Order Press the Button to create a new Sales Order Insert the Client (Client list can be found through Support > Clients) Sales Person (Sales Person list can be found through Support > Sales Persons) Delivery Address ( Delivery ...SIMS Release Notes
2026 28th January 2026 | v.3.0.96 Enhancements When saving a client record, the value of the ID card is being validated to check for duplicates. If a duplicate is found, the user can now choose whether to save it to the client record anyway or not. ...
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How to Delete a user on SIMS
Note: We do not recommend deleting a user from SFM for audit and compliance purposes. Example: If you have a user with the initials JD (John Doe), and that user has previously submitted entries as shown below, deleting the user will remove the ...How to Delete a User on SFM
Disclaimer: We do not recommend deleting a user from SFM for audit and compliance purposes. Example: If you have a user with the initials JD (John Doe), and that user has previously submitted entries as shown below, deleting the user will remove the ...How to Manage Barcodes in SIMS
How to Manage Barcodes in SIMS SIMS provides a straightforward way to manage barcodes through its Support > Barcodes section. Here’s a quick guide: Export Barcodes to Excel Navigate to Support > Barcodes. Right-click the blue rectangular button and ...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 ...
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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 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