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 Summary checkbox.
To generate a more detailed report filtered by both Transaction Type and a specific Analysis Code:
With the required Transaction Type selected on the right-hand side, click the Analysis tab at the top.
Locate the relevant Analysis Code, left-click once to highlight it, and then press the Space Bar to lock in that specific Analysis Code.
Proceed to generate the report, it will now be filtered by the selected Transaction Type and Analysis Code.
Related Articles
Receipts & Costings: Latest Transaction Type Codes as per NSO
The below are the latest codes for transaction types as indicated by the NSO.How to Create a New Analysis Code in the Jobs Module
To set up a new Analysis Code in the Jobs Module, follow these steps: 1. Create a Nominal Code Navigate to: Current Year > Nominal > Chart of Accounts Click the ➕ (Add) button to create a new Nominal Code. 2. Create an Analysis Code Go to: Support > ...How to Change a Stock Code in SIMS
To change a stock code: Open SIMS. Click on Admin > Change/Delete Stock Card > Change/Delete Stock Card. 3. Input the old stock code, leave the Delete box unchecked, and input the new stock code. 4. Click on the Save button (floppy disk icon) to ...How to print a Trial Balance Report in SFM
To create a Trial Balance report in SFM: Go to Current Year or Previous Year > Nominal > Chart of Accounts Reports > Trial Balance Reports, and click on the report type required. Once you have chosen your desired report type, a printer window will ...How to generate a detailed VAT report in SIMS
To generate a detailed report for VAT purposes, which includes specific dates and locations, follow these instructions below: Open SIMS and go to Reports > Daily Sales Analysis. Select the Detailed report option. Select the dates. Select the ...
Recent Articles
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 > ...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 ...
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 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