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Annual Accounts 7

• UK & IE Consolidated Accounts user guide
• How do I prepare restated accounts
• How do I use the Investment Summary and Investments Register Account Template
• How do I prepare first year of incorporation accounts?
• How do I use the Unicorporated (Sole Traders/Partnerships) Production Package?

See all 7 articles

Corporate Tax 3

• How do I get started with UK Corporation Tax?
• How do I add the HMRC integration for Corporation Tax
• How to start with the Corporation Tax Configuration? (Belgium)

BE Tax Complaince 0

Templates 48

• How do I forward emails to the Documents section of Silverfin
• How do I use the Statutory Information, Share Capital reconciliation & Dividend Reconciliations?
• How do I upload an Assets Register?
• How do I use checklists?
• What is the workflow review?

See all 48 articles

Insights 3

• How do I use Insights?
• How do I build a custom Insights template?
• How do I use result tags when using the reconciliation data filter in Insights?

Integrations 1

• How do I use single sign-on (SSO)?

Reports 13

• How do I create a forecast?
• How do I use PTD, YTD and RYTD in a report?
• How do I create a graph?
• How do I use formulas in reports?
• How do I use the Silverfin Community?

See all 13 articles

Styles 2

• How do I update the styles?
• How do I eliminate margins in attachments to my exports?

Partners 0

Silverfin Platform 55

• How do I find my way in the green dots, red triangle and yellow squares?
• How do I contact support or my customer success manager?
• How do I add manual data to a client?
• How do I map a file?
• How do I set up Workflows and Workflow Working Screens?

See all 55 articles

Synchronisations 25

• Does Silverfin support Sage50 v.30?
• How do I proceed with a sync issue?
• How do I create a Companies House key?
• How do I archive redundant Xero accounts?
• How do I know how Xero data appears in Silverfin?

See all 25 articles

FAQ's 6

• How can I access "My Tickets"?
• How do I unlock my account?
• How do I adjust custom workflow working screen?
• How do I reset my password?
• What should I do if my export is too large?

See all 6 articles

Troubleshooting 0

Account setup and configuration 0

User management 6

• How to know whether to choose a Pulse user or an External Contributor?
• How to determine which files a user can access?
• How to Adjust a User's Access?
• Adding a New User in Silverfin
• How do I add a Pulse user?

See all 6 articles

Support and maintenance 1

• How do I adjust financial years?

Communication 5

• How to Remove Communication from a User who no longer works at our office?
• How to Use To-Do's in Communication?
• How to Tag Your Communication
• How to Use Interact in Silverfin.
• How Can You Communicate in Silverfin?

Workflows and Templates: General level 2

• Why should you start with mapping?
• How to utilise a workflow in a file?

Client file management 1

• How do I archive or delete a workflow in a file?

Data management 0

Silverfin Reporting and exports 0

Diverse 0

Integration and API 0

Synchronisations 2

• How can I set up synchronisation with AFAS?
• How can I set up a synchronisation with my cloud software?

Training and onboarding 0

BE Silverfin: Templates and Reconciliations 5

• How do I upload information from Kluwer into client's file? (Personal Income Tax module)
• How do I fill in the 270 MLN form in Corporate Tax module?
• How do I proceed with Personal Income Tax module?
• How can I configure the template Various Income from the Questionnaire (Personal Income Tax)?
• How do I proceed with the questionnaire in Personal Income Tax module?