support

Annual Accounts 4

• How do I use the Investment Summary and Investments Register Account Template
• How do I use the Unicorporated (Sole Traders/Partnerships) Production Package?
• How do we round by individual account in Silverfin?
• How do I configure the Annual Accounts in Luxembourg?

Corporate Tax 0

BE Tax Complaince 0

Templates 39

• How do I use the Statutory Information, Share Capital reconciliation & Dividend Reconciliations?
• How do I upload an Assets Register?
• What is the workflow review?
• How do I use the VAT and Payroll templates?
• How do I use the stock account template?

See all 39 articles

Insights 2

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

Integrations 0

Reports 9

• How do I create a forecast?
• How do I create a graph?
• How do I use formulas in reports?
• How do I create period sets in reports?
• How do I lock or unlock a report?

See all 9 articles

Styles 0

Partners 0

Silverfin Platform 22

• How do I map a file?
• How do I set up Workflows and Workflow Working Screens?
• How do I use Silverfin Accounts Production?
• How do I use workflows with multiple mapping lists?
• How do I post an adjustment?

See all 22 articles

Synchronisations 0

FAQ's 8

• How can I access "My Tickets"?
• How do I unlock my account?
• How do I reset my password?
• What should I do if my export is too large?
• How to resolve the missing closing balance in Odoo-Silverfin synchronization? (NL market)

See all 8 articles

Account setup and configuration 0

User management 22

• 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?
• How can I add a user in Silverfin?
• How do I add a Pulse user?

See all 22 articles

Support and maintenance 5

• How do I adjust financial years? UK and NL market
• How do I forward emails to the Documents section of Silverfin?
• How do I use features at the office level in Silverfin?
• How do I adjust financial years?
• How to fix corrupted PDFs in Silverfin?

Communication 5

• How can I manage visibility of Notes and To-Do's?
• 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 my communication?
• How can I communicate in Silverfin?

Workflows and Templates: General level 6

• What is a workflow status and how do you manage it at the firm level?
• How do I adjust custom workflow working screen?
• How does locking the mapping from a certain financial year works?
• Why should you start with mapping?
• How do I create a text template?

See all 6 articles

Client file management 24

• How can I share a workflow with a Pulse user?
• How to restore archived files in Silverfin?
• What is the Silverfin Assistant and how to use it?
• How to use workflow statuses in the file?
• How to lock and unlock mapping?

See all 24 articles

Data management 16

• How can I replace bookkeeping data in a period?
• How can I use the Insights button in reconciliations?
• How do I remove a period?
• How can I download trial balance?
• How do I set up filters in Insights?

See all 16 articles

Silverfin Reporting and exports 11

• How to personalise cover and title page to your exports?
• How is the order in an export arranged?
• How to customise export in Silverfin?
• How to reduce margins in exported attachments?
• How to handle unsupported fonts in export?

See all 11 articles

Trainings and workshops 1

• How do I subscribe for Silverfin workshops?

Miscellaneous 3

• How do I use the Marketplace?
• How do I use the Billing Portal? (Belgium and Luxembourg)
• Most common liquid errors in templates

Integration and API 8

• How do I integrate Partena Professional with Silverfin?
• How do I integrate Liantis with Silverfin?
• How do I integrate Securex with Silverfin?
• Integrating Acerta with Silverfin: A step-by-step guide
• What is Single Sign-On (SSO) and how does it work?

See all 8 articles

Synchronisations 3

• How to perform a server migration?
• How can I synchronise with Popsy?
• Does Silverfin support Sage50 v.30?

Training and onboarding 0

BE Silverfin: Templates and Reconciliations 10

• How to process "Capital gains" in Silverfin?
• How to Use the "Property Tax" Account Template in Silverfin?
• How to Use the "Accruals and Deferrals" Account Template?
• How to use the account template" doubtful debtors"?
• How to Use the "Fees" Account Template?

See all 10 articles

BE Silverfin: Corporate Tax 7

• How do I fill in the 270 MLN form in Corporate Tax module?
• How to start with the Corporation Tax Configuration?
• Comparing very long strings liquid error in the 'Visualisation Tax Return' Template
• Taxonomy Update for Corporate Tax TY 2025 (BE Market)
• Overview of the Corporate Tax module (BE market)

See all 7 articles

BE Silverfin: Annual accounts 3

• Why is the "Other Documents" option checked by default in the PDF of the financial statements?
• BE: How to add the "Annual Accounts" Workflow?
• Automatic allocation of accounts in the Annual accounts: Exceptions to the legal ranges

BE Silverfin: Personal income tax. 1

• BE: How can I easily share the personal income tax calculation with my client via Kamigo?

UK Silverfin: Account production 5

• How do I post in Companies House?
• UK & IE consolidated accounts user guide
• How do I prepare first year of incorporation accounts?
• How do I prepare restated accounts?
• Fixed asset rounding differences on Silverfin

UK Silverfin: Corporate Tax 5

• How do I submit iXBRL Corporation Tax to HMRC?
• How do I get started with UK Corporation Tax?
• How do I utilise the Annual Investment Allowance (AIA)?
• How do I use the Group Relief functionality?
• How do I prepare the deferred tax / tax disclosures schedules

Schools 0

NL Silverfin: Werkdossier RGS/ periodieke werkzaamheden 0

NL Silverfin: Jaarrekening samenstellen Micro/klein 0

Accounton: Let's get started 1

• Accounton: Login & change password

Accounton: Navigating the Personal Tax Assistant 0

Accounton: Adding Customers to the Platform 8

• Accounton: Frequently Asked Questions About Adding Clients and Sending Out Questionnaires
• Accounton: Sending Documents Back to AdminPulse
• Accounton: Link with AdminPulse or Admin IS | Consult
• Accounton: Importing from AdminPulse or Admin IS | Consult
• Accounton: Importing customers via an excel file

See all 8 articles

Accounton: Myminfin and Tax-on-Web synchronization. 4

• Accounton: Can I use MyMinfin If I’m already connected to another provider?
• Accounton: Recovering Your CSAM username and password
• Accounton: Activating CSAM Username and Password
• Accounton: Activating Automatic MyMinfin Synchronization

Accounton: General Settings (users, reminders, emails) 2

• Accounton: Customise e-mail templates PIT Assistant
• Accounton: Use a Custom Email Address to Communicate with Clients

Accounton: Labels 0

Accounton: Inviting Customers to Complete the Questionnaire. 0

Accounton: Following Up with Customers 0

Accounton: Sending Proposal for Approval to the Customer. 0

Accounton: FAQ - Frequently Asked Questions. 0

Cloud syncs 74

• How can I set up synchronisation with AFAS (Profit)?
• How can I set up a synchronisation with my cloud software?
• How do I know which fields are read from my admin sync? (Belgium + Luxembourg)
• How to set up synchronisation with FID-Manager?
• How to set up synchronisation with Yuki at the firm level?

See all 74 articles