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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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: ...How to re-download a table from SIMS to POS if data is missing from POS
POS users can update a price or add a new stock card from SIMS, but sometimes these changes are not shown in the POS system even if it has replicated multiple times. We can re-download the whole table from SIMS so that the items or ...
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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 ...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 ...