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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?

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Corporate Tax 2

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

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?

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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?

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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?

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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