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Silverfin
Knowledge base
Knowledge base
Categories
Annual Accounts
6
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 (Sales Traders/Partnerships) Production Package?
How do we round by individual account in Silverfin?
See all 6 articles
Corporate Tax
2
How do I get started with UK 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
Silverfin Platform
65
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 decide which files a user can access?
See all 65 articles
Styles
2
How do I update the styles?
How do I eliminate margins in attachments to my exports?
Synchronisations
21
How do I change my automatic sync to a manual import/sync with new bookkeeping system?
How do I resolve an unbalanced file?
How do I sync the opening balance of a file with a 'do not sync until date'?
How do I archive or delete a workflow?
How do I disconnect from Xero?
See all 21 articles
Partners
0