Communicate important messages with other SFM users using Posting Info

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

    • Attaching Images to Stock Cards in SIMS

      SIMS (Shireburn Inventory Management System) allows you to attach images and other documents directly to a stock card. This feature provides a convenient way to view item-related files, such as product images, specifications, manuals, or ...
    • SFM: How to Issue a Credit Note

      A Credit Note can be used to reverse an invoice that has been posted incorrectly in SFM. This allows you to adjust or cancel the original transaction while maintaining a complete audit trail. Creating a Credit Note To create a Credit Note, navigate ...
    • How to generate a Report by Transaction Type and Analysis Code

      Generating a Report by Transaction Type in SIMS Navigate to SIMS > Reports > Miscellaneous > Analysis Code. From this screen, select the desired Transaction Type to apply as a filter. If a summarized version of the report is required, tick the ...
    • How to Set Off a Client / Supplier

      The Set Off functionality in SFM allows you to offset outstanding balances between a client and a supplier when the same entity exists in both roles. This feature is particularly useful when a company has pending sales invoices due from a client, ...
    • 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 ...
    • 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 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 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 > ...
    • SIMS - User Manual

      The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf