How to create a Client Account in SFM
To create a Client account on SFM:
- Go to Current Year > Sales > Client Maintenance.
- Once the Client Maintenance window is open, press on the plus (+) sign on the top left of the screen.
- This will take you to the Client Details tab. In the Details sub-tab, input the necessary details of the client account that you wish to create. There are four obligatory fields you must fill in before you can create a client account: Code, Name, Currency and Group. The remaining fields are optional.
- When filling the Currency and Group fields, you can click on the drop-down menu arrow to see all of the available options. Alternatively, when clicking on one of the fields, you can press the keyboard shortcut "?" to open the same list.
- You can also add secondary details you may deem relevant for the client by clicking on the Secondary Details sub-tab. These details are also optional when creating the client's account.
- Once you have filled all of the required client's details, press Post in the lower right of any of the Details or Secondary Details sub-tabs to create the client's account.
Related Articles
How to create a Supplier Account in SFM
To create a Supplier account on SFM: Go to Current Year > Purchases > Supplier Maintenance. Press on the plus (+) sign on the top left of the screen. This will take you to the Supplier Details tab. In the Details sub-tab, input the details for the ...How to fix wrong client balance in POS or Tablet Ordering System
When the client balance does not reflect the actual account balance in SFM, you need to use the Replicate with SFM functionality. This can be done by clicking on the yellow SFM button, illustrated below.How do I create a New Company in SFM?
This guide will walk you through creating a new company within your existing SFM software. Before You Begin Activation Key: You'll need an activation key for the new company. To obtain this, email your desired company name to accounts@shireburn.com. ...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 ...Setting up a Set Off Account in SFM
Follow the below article: How to create a new Control Account in SFM? (Bank Account, Cash Account, Stock Control, etc)
Recent Articles
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 ...
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 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 ...How to run the SIMS Archive process
The SIMS Archive function reduces the size of the data store in Live by splitting the same data set in a different database, within the same company. This process improves the SIMS performance as it compacts the Live data set. Users can then access ...