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 ...How to enable sales in foreign currency in SIMS
To enable sales in foreign currency, go to Admin > Company Maintenance > Sales tab and tick Post entries in foreign currency.
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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 ...Setting Up BOV SEPA v9
Before proceeding, please ensure you are using the latest version of SFM. Starting October 5th, 2025, Bank of Valletta (BOV) will begin processing live transactions using the new SEPA file format (version 9). The older version 3 format will no longer ...How do I process a Nominal Reconciliation?
Procedure for Reconciling a Nominal Account (Current Year > Nominal > Nominal Reconciliation) Account Field: Select the relevant Nominal Account from the drop-down menu that you wish to reconcile. Details Field: Enter any necessary free text in the ...How to Update SFS
For optimal results, update SFS directly from the server. Important notes before updating: - All Users: Log out of SFS, SIMS and SFM (if applicable). - Remote Desktop Users: Log out of SFS, SIMS and SFM before disconnecting from the remote session. ...How to Add Custom Footers per Client basis
If you want to apply the same footer across all your invoices or the same footer across all your statements, please refer to this article: How to insert document footers in SFM If you need to use different footers for specific clients, SFM also ...
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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 2024 before starting to post entries into 2025. 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