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Silverfin
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Silverfin Platform
Navigate Silverfin's Universal Features: Your Comprehensive Guide.
User management
21
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 do I add a Pulse user?
How do I customise a Pulse template?
See all 21 articles
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 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 are account numbers displayed in Working Papers workflow?
What is a workflow status and how do you manage it at the firm level?
How do I adjust custom workflow working screen?
Why should you start with mapping?
See all 8 articles
Client file management
33
Rollforward visibility - updated checkboxes on the Periods screen
Talking Points integration with AdminPulse
How to create an analytical client file in Silverfin
How to create consolidation file within a file?
How to create, manage and complete client meetings with Talking Points?
See all 33 articles
Data management
29
How to add a mapping list from the Silverfin Marketplace?
Why is the first period not available in a file?
Why does shortening a period push bookings into the next period?
How to use the Account Assigning screen in consolidation files?
What to do if you uploaded an incorrect trial balance?
See all 29 articles
Silverfin Reporting and exports
22
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?
How to copy report at a firm level?
See all 22 articles
Trainings and workshops
1
How do I subscribe for Silverfin workshops?
Miscellaneous
5
How do I use the Marketplace?
How do I use the Billing Portal? (Belgium and Luxembourg)
Most common liquid errors in templates
How do I use features at the office level in Silverfin?
How can I activate a Fintrax Package in Silverfin? (BE market)
