13Apr

Manage Documents in SFM

Shireburn Financial Manager now supports document management! Documents can now be attached to accounting transactions in SFM, specifically in nominal, sales and purchase ledgers. The functionality is also extended to support attachments to the chart of accounts, clients and suppliers, as well as VAT returns and bank reconciliations.

The documentation can be opened, amended or deleted through the current viewing options available in SFM. Now, you can easily search for and view the accounting documentation, contracts and documented journals with one click. The system also supports multiple attachments to the same record.

SFM access controlled/permissions is now extended to include full management of access to the document management function. This feature aims to help users consolidate the accounting documents within SFM for easy access and retrieval, when required.