support

User management 27

• Should I 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 do I add a Pulse user in Silverfin?
• How to customise a Pulse template?

See all 27 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-dos 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 35

• How does the new Silverfin navigation work?
• How to download Documents from the Documents Section
• How do I view audit log in Silverfin?
• How to add a mapping list from the Silverfin Marketplace?
• Talking Points integration with AdminPulse

See all 35 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 24

• 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 24 articles

Miscellaneous 12

• How do I use the Marketplace?
• How to use the Billing Portal?
• How do I solve the most common liquid errors in templates?
• How to use features at the firm level in Silverfin?
• How to subscribe for Silverfin workshops? (BE market)

See all 12 articles

Visma Connect 13

• 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 13 articles