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Silverfin
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Silverfin Platform
Silverfin Platform
Navigate Silverfin's Universal Features: Your Comprehensive Guide.
Account setup and configuration
1
How to personalise cover and title page to your exports?
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
23
How can I share a workflow with a Pulse user?
What is the Silverfin Assistant and how to use it?
How to use workflow statuses in the file?
How to lock and unlock mapping?
How do I map a consolidation file?
See all 23 articles
Data management
14
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?
How can I remap an account?
See all 14 articles
Silverfin Reporting and exports
9
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?
How do I download report to Excel?
See all 9 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
