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

  2025 27th November 2025 | v.3.0.94 Enhancements When in Adjustment Add (AA) and Adjustment Deduct (AD), you can now call or import any transaction type to fill your list. We've added a new Grouping option for Department to the Analysis Code Report. ...

• 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 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 ...

• How to generate the INTRASTAT Report

  SIMS supports the INTRASTAT module, which is available as a separate add-on. If you are interested in activating this module, please contact us at sales@shireburn.com. Updating Items with INTRASTAT Details Navigate to Main Menu > Purchases > Receipt ...

• Sending Remittances in Bulk using e-Reports

  To send outstanding remittance advices in bulk, follow these steps: Navigate to the Remittance Advices Section Go to: - Current Year > Sepa > Sepa Maintenance - Sepa Tab (on top) - Highlight Sepa - Print > Remittance Open the e-Reports Module In the ...

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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