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 with the red arrow in the illustration.
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SIMS Release Notes
2026 28th January 2026 | v.3.0.96 Enhancements When saving a client record, the value of the ID card is being validated to check for duplicates. If a duplicate is found, the user can now choose whether to save it to the client record anyway or not. ...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. If you do not need to export any of the items, just untick them from the ...SIMS Proforma Module
The SIMS Proforma module enables you to prepare proformas of the following: Invoice Credit Note Cash Sale Cash Return Purchases from Supplier Returns to Supplier You can convert a proforma invoice into an invoice if needed, and likewise for all the ...Error: "File is in use. [,Tranpost.dbf] 227 openssltable" when creating an invoice
Problem Error: "File is in use. [,Tranpost.dbf] 227 openssltable" when creating an invoice. Environment SIMS All supported environments Solution Delete the tranpost folder located in the TEMP folder. Full path below: C:\Program Files ...Managing BCRS Purchase Charges in SIMS
Introduction All purchases in SIMS are only allowed to inventory products and not to non-inventory items. With the implementation of BCRS from Monday 14th November 2022, and if you purchase products that fall within this new scheme, you will be ...
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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 ...How to Delete a User on SFM
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 ...How to Manage Barcodes in SIMS
How to Manage Barcodes in SIMS SIMS provides a straightforward way to manage barcodes through its Support > Barcodes section. Here’s a quick guide: Export Barcodes to Excel Navigate to Support > Barcodes. Right-click the blue rectangular button and ...How to print a Remittance Advice
How to print out a Remittance Advice from SFM: Supplier > Print button > Remittance Advice Select the Reference number* of the selected Range of Payments to print out the Remittance. *Import - Fixed Assets
The Shireburn Financial Manager (SFM) provides facilities to allow the importing of accounting data from third-party applications and/or your own work sheets into SFM. The options include the import of the Fixed Assets. Attached are the template and ...
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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 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