e-Reports
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 ...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 ...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 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 ...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 ...
Recent Articles
How to Grant & Modify Permissions on SIMS
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Finding a User Account's Assigned Permission Group Go to Administration > User Accounts to identify which group is the User account assigned to. When Users Form opens, select the user in the list and check their entry under the Group column. In the ...SIMS Search Functionality
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Setting up Inter-company Accounts makes it easy to automatically update journal entries in multiple companies, helping you increase your efficiency. Step 1: Creating an Intercompany Account Log in on one of the companies required for the multiple ...