General
How to Grant & Modify Permissions on SFM
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 ...
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 Export or Import Entity Details in SFM
In this article, you will learn about exporting and importing entity details into SFM. The process is the same for both client entities and supplier entities. Remember to access Current Year > Sales > Client Maintenance for clients, and Current Year ...
Setting Up and Using the Intercompany Journal
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 ...
How to create a Supplier Account in SFM
To create a Supplier account on SFM: Go to Current Year > Purchases > Supplier Maintenance. Press on the plus (+) sign on the top left of the screen. This will take you to the Supplier Details tab. In the Details sub-tab, input the details for the ...
How to create a Client Account in SFM
To create a Client account on SFM: Go to Current Year > Sales > Client Maintenance. Once the Client Maintenance window is open, press on the plus (+) sign on the top left of the screen. This will take you to the Client Details tab. In the Details ...
Monitor changes reflected on SFM & Setup
The Audit Log allows you to trace any changes being done via SFM. Go to Administration > Audit Log Setup. Select which category you want the system to start monitoring. (Note: the more you select the more hard disk space is required as this will ...
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 ...
How to Update SFM
Follow the below instructions to update SFM: - Login on any company in SFM. - Go on the Help Menu. - Click on Web Update. - Click Download on the Popup. - Restart SFM and press OK to finalize the Update. You can find what's new by checking ...
SFM: How to Insert Document Footers
SFM supports Document Footers, this is especially useful for Bank Details. Follow the below instructions to set up any document footers: Go to Current Year > Utilities > Company Maintenance Click on the Print Options tab. From the list, Click on the ...
How to change the login password in SFM
To change the user password in SFM, go to Administration > User accounts. Select the user, then Press the Edit button, type in the new password and press Post.
Setting up a Set Off Account in SFM
To setup your set off account first go to Support > System control accounts. Press the + button and fill in the details below: Control A/C: This field must be set to the SET OFFS ACCOUNT. A/C Code: This field must be set to the nominal account that ...
How to set up Mail User Settings in SFM
Go to Administration > Mail User Settings. Click 'Insert record'. Select the required user from the User menu and click 'OK'. Next, enter the user's email in the Email field and click 'Post edit'. The entry in the list will be updated to include both ...
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, ...
How to copy invoice details over to Free Text in SFM
Go to SFM > Current or Previous year > Posting > Invoice. After inputting invoice items and details, move the items over to Free Text by clicking the icon. Once the items have been copied, click on Edit to amend or add more text to your item. You can ...
How to Restore an Archived Sales/Purchases Transaction to the Current Year
To restore an archived transaction back to the previous year, follow these steps: Select Archive > Sales or Purchases > Audit Trial. Find and select the Sys Ref transaction you need to restore/reverse. Press the Restore button (make sure to restore ...
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. ...
How to Reverse an Allocated Transaction in SFM
When a transaction is Allocated, a reversal cannot be done unless the entry is fully De-Allocated. To reverse an allocated transaction in Client or Supplier Maintenance, follow these steps below: Go on the Client or Supplier List. Select the Client ...
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 ...
Error 7017 | Corrupt indexing error upon logging in to SFM
Problem An SupplierSadsTable: Error 7017: Corrupt .ADI, .CDX, or .IDX index error pops up upon logging in to SFM. Environment SFM Solution A re-indexing would need to be carried out. Before proceeding with the re-indexing, it is important that all ...
Error: "Update Opening Entries not Successful" when running Validity on Gain Loss Exchange Account
PROBLEM Error: "Update Opening Entries not Successful" when running Validity on Gain Loss Exchange Account Validation looks similar to: ENVIRONMENT SFM SOLUTION Create a Journal Entry between Bank / Cash and Unrealized Gain/loss account using Local ...
Creditor control functionalities in SFM
There is a combination of functionalities for you to use to help you keep track of important dates or notes relevant to particular clients. By utilizing the follow up field and the free text form in the Client Maintenance window, and by using the ...
How to customize and save data 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?
This document explains how to add additional details to various reports that will be shown at the lower part of the invoices, statements, receipts and other selected documents generated by the Shireburn Financial Manager. To configure this option, ...
Error: Cannot send email through SFM
PROBLEM Cannot send emails through SFM. ENVIRONMENT SFM SOLUTION Company Maintenance Configuration From Menu, go Current Year > Utilities Go to Company Maintenance > Additional Details Edit record and change Email to Outlook from Mapi Registry ...
How do you write off accounts that show small balances?
The only way to write off accounts with small balances is to post and make an adjustment of the difference on the Client/Supplier and allocate them accordingly. The recommended account to use for these adjustments is the Write-Off account.