Shireburn Support | General | Knowledge Base

• General

• 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 run 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. To run a data validation on SFM, follow these steps: - Select the Year: Choose either "Current Year" or ...

• How to use SFM Document Manager

  SFM Document Manager allows the user to upload, save, and access documents on SFM. This feature is only available from v2.0.11.167 onwards.  Check on which version you are on from Help > About and Update SFM to the latest version if needed. Accessing ...

• SFM: How to Insert Document Footers

  SFM allows you to include footers in your documents, which is particularly helpful for adding bank details or other important information. To set up a footer, follow these steps: Navigate to Current Year > Utilities > Company Maintenance. Select the ...

• Adding a Signature to a Saved Default Email Template

  There are 2 ways to add a signature to a default template: When the same signature is to be used by all users. Go to Administration > Mail User Settings. Click 'Edit'. Copy the signature. Go to Administration > Mail Templates. Select the required ...

• How to set up Default Email Templates in SFM

  Available from version v2.0.11.152 onwards. SFM has the ability to save default email templates, complete with text and signature, for every type of document available in the system. The user can either use the text in the default template provided, ...

• Error 7017: Corrupt Index

  Problem An "Error 7017: Corrupt .ADI, .CDX, or .IDX index." error when trying to use SFM. Environment SFM Solution An SFM Reindex is needed. Click here for instructions: Reindex SFM. Cause This error normally occurs when there is a constant network ...

• Error: "Update Opening Entries not Successful"

  Problem Error: "Update Opening Entries not Successful" when running Validity on Gain Loss Exchange Account Environment SFM Solution Create a Journal Entry between Bank/Cash and Unrealized Gain/Loss account using Local Amounts only (leave Foreing ...

• Customizing Grids in SFM

  Customizing and saving data grids in SFM All forms in SFM (windows containing data) can be customized to your liking, enabling you to have optimal usability of your SFM system. SFM provides options for you to add, remove, and move columns around on ...

• 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 ...

• Can I export the contents of the grids as they appear on the screen?

  SFM has a Form Customisation functionality that allows a user to customise the forms' grid to their needs by displaying or hiding the desired columns and arranging and sorting the columns in the desired order.  SFM has also the functionality to ...

• How to set additional details on reports, invoices, statements, receipts, and other selected documents?

  Follow this article: How to insert document footers in SFM

• SFM Transaction types

  JR - Journal BP - Bank Payment BR - Bank Receipt CP - Cash Payment CR - Cash Receipt IN - Invoice DN - Debit Note CN - Credit Note AD - Adjustment Debit AC - Adjustment Credit DR - Receipt PC - Payment SS - Cash Sale RS - Return Cash Sale PP - Cash ...

• Import Gateway - Transactions

  The Shireburn Financial Manager (SFM) provides facilities to allow the importing of accounting data from third-party applications and/or your own work sheets into SFM. The options include the import of Nominal, Sales and Purchase transactions. ...

• How to Change the Company Name in SFM

  SFM allows you to modify the name of a company in your system. In order to do so, you first need to provide us a report of your companies, the name of the new company, and the old name of the company that will have its name changed. After sending us ...

• How do I create a New Company in SFM?

  This guide will walk you through creating a new company within your existing SFM software. Before You Begin Activation Key: You'll need an activation key for the new company. To obtain this, email your desired company name to accounts@shireburn.com. ...

• Inserting a Logo to SFM Documents

  The user can upload their own logo to the following document templates: Sales Invoice/Credit Note/Cash Sales & Cash Returns Client Receipts Client Statement Supplier Remittance The image type should be a PNG (.png), JPG/JPEG (.jpg/.jpeg), or bitmap ...

• How to insert the VAT Exemption number in SFM

  To insert an exemption number on a receipt: Go to Current Year > Utilities > Company Maintenance. Click the Edit button. Insert the exemption number. Click Save. Related Articles: How to Insert Exemption Number on Receipt in SIMS How to Insert ...

• 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 ...