System Administration
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 ...
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 ...
Bulk change of entity codes
To change entity codes in bulk in SFM, follow the steps and illustrations below. Prerequisite steps: Stop your POS replicator. Save backups of your SIMS and SFM. Be sure that all users logged out of SIMS and SFM.. Carry out procedure as illustrated ...
How to create strong login passwords
Strong passwords are passwords that are not easily discovered by intelligent guessing. The Default Login Rules are options that can be configured to make sure that users create strong passwords in SFM. These login rules can be either set to apply to ...
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 create a new user in SFM: Go to Administration > User Accounts. Click on + on the top of the left sidebar.