How to run data validation in SFM

Running a Data Validation on SFM

The SFM Data Validity utility ensures that all transactions posted were posted correctly and that the Trial Balances entries match perfectly.  

Step-by-step Instructions

To run a data validation on SFM:
  1. Select the Year: Choose either Current Year or Previous Year, depending on which data you want to validate.
  2. Click on the Utilities option to see the Utilities submenu.
  3. Select Data Validity.



  4. A window titled 'Validity' will open. Press the Validate button to start the data validation process.


Running a Data Validation on the Bank Reconciliation

This function scans all the transactions in the Bank Reconciliation and detects if there are any anomalies.





    • Related Articles

    • How to Process a Bank Reconciliation

      Learn how to run a bank reconciliation in SFM in the video below. You can also refer to the instructions written below the video. Starting the bank reconciliation process To begin the bank reconciliation process, click on the Bank Reconciliation ...
    • SFM Release Notes

      How to Update SFM 29th April 2026 | v.2.0.11.211 HSBC SEPA Update: If you are a HSBC SEPA customer, please note that a new configuration is now required: Setting Up SEPA v9 27th November 2026 | v.2.0.11.210 Jobs Transactions Analysis Report: Included ...
    • How to Reverse a Bank Reconciliation

      Reversing a Bank Reconciliation in SFM Click on the Bank Reconciliation drop-down menu. Select Archive. Select the bank reconciliation you wish to reverse. Press the Reverse button or (CTRL+R). Click Yes on the Confirm Reversal pop-up. A final pop-up ...
    • How to Reindex SFM

      The Reindex Application Data files option performs a Reindex of those data files related only to the particular company which is in use. These data files include the company and system data files. This process also clears the Number of Logins field ...
    • How to Install SFM

      Installing SFM To install SFM, follow the below steps: Launch SFM.exe. Press Next and accept the terms of service. You may need to install .net framework 3.5 when doing this as your device may not have it installed. Leave the install folder path as ...
    • Recent Articles

    • 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 ...
    • How to Delete a User on SFM

      Disclaimer: 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 ...
    • 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