Using Posting Info in SFM for internal communications
SFM provides a tool that allows you to send pop-up reminders to other users in your system. You can compose Posting Info messages in client/supplier maintenance windows that will appear as pop-up message during sales/purchase transaction posting. These messages are great tools to use to communicate important information with others of your SFM system, especially if users are working remotely.
Two messages (Message 1 and Message 2) can be used for particular transactions. For example, Message 1 could appear when posting invoices, and Message 2 could appear when posting payments.
Setting up posting info messages
To choose which message applies for transaction types, go to Current Year > Utilities > Company Maintenance > Sales Details or Purchases Details. Posting info for Sales set up for IN, CN, AD, AC, and DR transaction types. For Purchases, they can be set up for IN, CN, AD, AC, and PC transaction types.
Composing posting info messages for clients
Go to Client Maintenance (Sales or Purchases) > Secondary Details to add your posting info message. You can add two messages for each client.
Related Articles
SIMS and SFM Interface Posting
The following table identifies the accounting entries posted in the Shireburn Financial Manager from transaction in the Shireburn Management Inventory System. The link from the inventory to the accounting system is available from the stock group or ...Setting up Currencies in SFM
In SFM, you can configure foreign currency exchange rates, enabling the system to automatically calculate foreign invoices based on predefined rates. To set up exchange rates, follow these steps: 1. Navigate to Support > Currencies 2. Add a New ...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 do I close the Posting Periods in SFM?
There are two sets of posting periods in SFM: - Current Year > Utilities > Posting Dates - Previous Year > Utilities > Posting Dates The system will allow posting from the ledgers within the set date ranges from the posting dates options of the ...How to do a Direct VAT Posting in SFM
SFM let's you insert an entry directly in the VAT Control Account. There are 2 different methods to do so. The Nominal Method Nominal Process - Go on Current Year > Nominal > Vat Table. - Click on Posting Button (Green button on Sidebar). - Here you ...
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 ...