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 page.
To configure a client’s profile to receive statements via the e-Reports module, click on Sales Client Maintenance in the menu, select the client, and then open the Client Details tab. Click on the black triangle (Edit record) button in the sidebar.
If you have not already, enter the client’s e-mail address in the e-mail field of the Details tab.
Next, open the Secondary Details tab. Under Statements/e-Reports, check the e-Mail box. Click on Post to confirm the change.
Note that you can also set a client for Print under Statements/e-Reports. Using this option will allow you to print statements for the given client in the e-Reports module.
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 ...An overview of the e-Reports module in SFM
The e-Reports module for SFM is an add-on solution that automates the distribution of statements from SFM to multiple clients via e-mail or print. The cost- and time-saving functionalities of the module give you the ability to send statements en-mass ...How to send outstanding statements by bulk to clients via the e-Reports module
We have enhanced the debtor functionality to assist you with the sending of statements only to those clients with an overdue amount, while you monitor the other balances until they become due. Amounts due are based on the credit dates set on the ...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 ...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 ...
Recent Articles
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 ...
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 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 ...