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Silverfin
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Silverfin Platform
Navigate Silverfin's Universal Features: Your Comprehensive Guide.
User management
24
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 to add a Pulse user?
How to customise a Pulse template?
See all 24 articles
Communication
5
How to 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 set up and use communication tags?
How can I communicate in Silverfin?
Workflows and Templates: General level
8
How to manage workflows from the Silverfin Marketplace?
How to activate Fintrax Package in Silverfin? (BE market)
How are account numbers displayed in Working Papers workflow?
What is a workflow status and how do you manage it at the firm level?
How to adjust custom workflow working screen?
See all 8 articles
Client file management
33
How do I view audit log in Silverfin?
How to add a mapping list from the Silverfin Marketplace?
Talking Points integration with AdminPulse
How to create an analytical client file in Silverfin
How to create consolidation file within a file?
See all 33 articles
Data management
31
Why is the first period not available in a file?
Why does shortening a period push bookings into the next period?
Rollforward visibility - updated checkboxes on the Periods screen
How to use the Account Assigning screen in consolidation files?
What to do if you uploaded an incorrect trial balance?
See all 31 articles
Silverfin Reporting and exports
23
How to download multiple periods at once in a client file?
Why is an account appearing in the wrong group in my report?
Formula types that can be utilised in Silverfin Reports
How to build data rows in Silverfin Reports?
How admin users can customise report colours?
See all 23 articles
Miscellaneous
5
How do I use the Marketplace?
How to use the Billing Portal?
Most common liquid errors in templates
How to use features at the office level in Silverfin?
How to subscribe for Silverfin workshops? (BE market)
Visma Connect
11
How do I sign in to Silverfin for the first time after migrating to Visma Connect?
How do I sign in to Silverfin with Google or Microsoft? (Visma Connect)
How do I sign in to Silverfin once two-factor authentication (2FA) is set up? (Visma Connect)
How do I set up a passkey to sign in to Silverfin? (Visma Connect)
How do I manage my account with Visma Connect (email, passkeys & password)?
See all 11 articles
