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. 

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• SIMS Release Notes

  2026 25th May 2026 | v.3.0.98 Enhancements If a client has any contracted discount/price, both the UnitValue and Disc% fields are now disabled during the posting of sales. When restoring a SIMS backup, the company name and SFM link will remain ...

• 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 ...

• SIMS and SFM Interface Posting

  The following table identifies the accounting entries posted in the Shireburn Financial Manager from transaction in the Shireburn Management Inventory System. The link from the inventory to the accounting system is available from the stock group or ...

• How to Reindex SIMS

  Reindex is mostly used to fix corrupted indices. If they are not repaired, the utility will indicate which databases need attention. - It is important that all users are out of SIMS (and SFM if applicable) or else an alert will pop up that another ...

• How to Reindex POS

  Reindex solves most of the issues that can be caused by a power cut, or any other event that may affect the functionality of the POS. There are 2 ways to reindex POS. Method 1: Via the Toolbar You can go to Admin>Reindex: The below will pop up: ...

• Recent Articles

• SFM: How to Issue a Credit Note

  A Credit Note can be used to reverse an invoice that has been posted incorrectly in SFM. This allows you to adjust or cancel the original transaction while maintaining a complete audit trail. Creating a Credit Note To create a Credit Note, navigate ...

• How to generate a Report by Transaction Type and Analysis Code

  Generating a Report by Transaction Type in SIMS Navigate to SIMS > Reports > Miscellaneous > Analysis Code. From this screen, select the desired Transaction Type to apply as a filter. If a summarized version of the report is required, tick the ...

• How to Set Off a Client / Supplier

  The Set Off functionality in SFM allows you to offset outstanding balances between a client and a supplier when the same entity exists in both roles. This feature is particularly useful when a company has pending sales invoices due from a client, ...

• Exporting or Importing Documents in Windows App

  Using the Correct Redirected Path When connected through the AVD Windows app, you must export or import files using the redirected drives. Internal AVD paths (such as C:\Users or Desktop inside the session) do not allow saving and will cause ...

• How to Activate Advanced Commission

  Advanced Commission Overview The Advanced Commission feature provides the ability to customize commission settings for all salespersons within the system. Enabling Salesperson Commission To activate this functionality, navigate to: SIMS > Admin > ...

• 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 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 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 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 > ...

• SIMS - User Manual

  The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf