System Administration
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 ...
Monitor changes reflected on SFM (Audit Log Setup)
How to setup SFM Audit Log The SFM system is capable of initiating audit logs for changes made within the following modules: Nominal Account Nominal Bank Reconciliation Nominal Account Reconciliation Nominal Budget Client Supplier Currency Permission ...
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 the ...
Backup & Restore from Live to Test company data
It's important that there are no users using the system during the process. Log on to the Live Data Company. Go to Administration > Backup. Press BROWSE to save the backup to a destination path you prefer. Select Company, then press Backup. To back ...
Changing a User Password in SFM
Regular Users: Any user can change their own password by following these steps: Navigate to User Tools > Change Password. Enter your current password, then your new password. Confirm the change to update your credentials. Administrators: As an ...
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 ...
Assigning Access Levels to chart of accounts
After you have configured permissions for Access Levels in the Groups & Permissions tab, you can then assign Access Levels to your accounts in your Chart of Accounts window. There are two ways to assign Access Levels to a chart of accounts: To a ...
Configuring Access Level permissions for user groups
Permissions for access levels are configured in the Groups & Permissions page. Here you can control whether a user group can view transactions or have permission to post and do other actions in your nominal, sales, or purchases ledgers. First, you ...
How to create Access Levels in SFM
After enabling access level security controls for SFM, you can create access levels for your company's SFM installation. This will be done in the Administration > Access Levels window. After creating Access Levels, you will then be able to configure ...
How to enable Access Levels in SFM
In order to use access level controls in your SFM system, the control must be enabled in your company maintenance window. After it is enabled, you can then set up Access Levels and configure permissions to view transactions, nominal posting, sales ...
Access Levels in SFM: an overview
Access Levels are security and permission configurations that allow you to choose to which accounts various users of your SFM system have access. This enhancement to SFM helps you control to which accounts users can post and for which accounts they ...
How to Change Nominal, Client and Supplier Codes
To change System Codes in SFM (including historic data), follow the steps and illustrations below: Stop your POS Replicator (POS Users only). Be sure that all users are logged out from all Shireburn Systems. Go to SFM > Administration > Change System ...
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 as ...
Restricting Company Access in SFM
Controlling Company Visibility for User Groups SFM is a multi-company accounting system. However, there may be situations where it is necessary to restrict certain users from accessing specific companies. When SFM is launched and multiple companies ...
How to Enable Strong Password Login Rules
Enforcing Strong Passwords with Default Login Rules in SFM Strong passwords are essential for maintaining security. In SFM, Login Rules help ensure users create passwords that are difficult to guess or crack. These rules can be configured to apply ...
How to Reindex SFM
The Reindex Application Data files option performs a Reindex of those data files related only to the particular company which is in use. These data files include the company and system data files. This process also clears the Number of Logins field ...
Creating new SFM User
To add a new user in the SFM system, follow these steps: Navigate to Administration > User Accounts. Add a New User by clicking the “+” icon at the top of the left sidebar. Fill in the User ID and User Name. Assign Group (defines access permissions ...