General
Setting up Currencies in SFM
In SFM, you can configure foreign currency exchange rates, allowing the system to automatically calculate foreign invoices based on the predefined rates. To set up the rates follow these steps: Go to Support > Currencies. Click the + icon on the left ...
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 ...