How to set additional details on the reports, invoices, and statements in SFM

How to set additional details on reports, invoices, statements, receipts, and other selected documents?

This document explains how to add additional details to various reports that will be shown at the lower part of the invoices, statements, receipts and other selected documents generated by the Shireburn Financial Manager.


To configure this option, undertake the following steps:


1. Go to Current Year > Utilities > Company Maintenance, as shown below.





This will present the user with the Company Maintenance dialog box. Select the Print Options tab and you will be presented with the following screen:







1. Select the Report Name on which the text is required.

2. Click the Edit button   or press Enter on your keyboard to go into edit mode.

3. Click the Document Text 1 or Document Text 2 and input the required text. The difference between those two fields is the font size, whereas Text 1 is size 10 and Text 2 is size 8.

4. After selecting the file, click on the Post button. 


   Below find a sample report:











 






    • Related Articles

    • How to send statements with the e-Reports module

      The e-Reports module for SFM automates the distribution of several types of statements and documents from SFM to multiple clients via e-mail or print. Many report types in SFM make use of the e-Reports module. You will know that the module is ...
    • Deposits Unallocated payments on account in the SFM VAT reports

      Can I get the current amount of deposits/unallocated payments on accounts in SFM VAT reports? Answer:  From version 2.0.10.24 of SFM, you have the option to include the unallocated payments in the VAT report. The option to run a VAT Unallocated ...
    • Inserting a Logo to SFM Documents

      The user can upload their own logo to the following document templates: Sales Invoice/Credit Note/Cash Sales & Cash Returns Client Receipts Client Statement Supplier Remittance The image type should be a PNG (.png), JPG/JPEG (.jpg/.jpeg), or bitmap ...
    • Setting up clients to receive statements via the e-Report module

      With the e-Reports module enabled for your SFM system, you will be able to send statements to multiple clients at one time. Clients can be configured to receive their statements via e-mail, print, both, or none. This is done in the Client Maintenance ...
    • How to modify stationery (template) messages in the e-Reports module

      The e-Reports module provides the ability for you to use custom template messages when distributing statements or other documents to clients. This saves you time from composing individual messages when e-mailing clients. You can modify the subject ...