User roles Admin✗Staff contributor✗External contributor✗ Pulse user

In the following article, we explain how to update and customise style bundles in Silverfin. These settings allow you to control the layout, appearance, and content of the exports. Only Admin users can customise style bundles. 

Table of contents 

Accessing Style Advanced Settings

  • To update the format of your style bundles, go to the Firm landing page and click the Styles button.
  • You can then access the Style Settings for a style bundle by:
  • Clicking on the name of the style, or
  • Selecting Actions > Edit style.
  • Click on the Style Settings button. This will open a new page where you can configure a variety of options.

Sections in Style Settings

1. General

Here you can manage the overall properties of your bundle:

Name: Rename your bundle to better reflect its content (e.g. FRS102 1A/FRS102).

Can be selected on the client level: Decide whether this style bundle can be chosen in a client file when preparing an export.

Language settings: Choose for instance English, Dutch, or French as the default bundle language.

Paper size: Select the paper size for print exports.

Cover page: Upload a cover page (the first page in an export) and choose whether margins should apply.

Title page: Upload a title page (a page that separates export blocks).

Read on how to customise cover and title page in the following article: How to personalise cover and title page to your exports?


Last page: Upload a last page to appear at the end of the export.

Header (PDF): Add logos or other elements to the header of exported pages. 

  • Upload images in .jpg, .png or .jpeg format, recommended height is 555px and if you would like to have a full page length, width should be 2480px.

Footer (PDF): Add logos or other elements to the footer of exported pages.

  • If you want a left-aligned logo, it’s best to use the footer.
  • Upload images in .jpg, .png or .jpeg format, recommended height is 555px and if you would like to have a full page length, width should be 2480px.

2. Layout

Adjust how your exports look:

Font settings: Choose font type (e.g. Calibri), size (e.g. 10), colour (e.g. HEX code #0000FF for blue) and minimum font size for tables in reports. 

Margins: Adjust margins if text is overflowing to the next page of your export.

Alignment of client logos: Position logos on the front cover (e.g. bottom-right).

  •  Logos are uploaded in the client file under Edit client > Configuration.

3. Reports and Charts

  • Adjust the colour palette used in reports.
  • Customise chart colours to match your company branding.

4. Liquid Code

  • Make advanced adjustments to text and details on the cover and title page, table of contents, header, footer, and more.
  • Be careful: Changes in this section can break your export style.
  • Only make updates if you are familiar with Liquid code.
  • If you are unsure, contact our support team at support@silverfin.com or post your question in the Silverfin Community  before making changes.

How to adjust style bundle blocks?

Once you have adjusted the style settings, you can decide which blocks should be included in the style bundle.

Drag and drop blocks: On the right side of the screen, you will see blocks representing accounts, reports, documents, texts, adjustments, and communication. Drag and drop these blocks to customise your bundle.

Accounts

  • Open the block to select the accounts and/or reconciliations you want to include.
  • Add title page, header and footer if needed. 
  • Deselect the paperclip if you don't want to export the attachments.

Reports

  • Add multiple reports by dragging the report block over more than once.
  • Reports can be exported with original or mapped account numbers, or using a report template setup.
  • For some reports, there’s an option to include certain charts - simply check or uncheck these as needed.
  • You can also expand or collapse rows within a report.

 Documents

  • Drag multiple Document blocks if more texts are required.
  • Add title page, header and footer if needed.

Text

  • Drag multiple Text blocks if more texts are required.
  • Add title page, header and footer if needed.
  • Decide whether text should be included in the export even if it's not created in a client file.

Adjustments

  • Choose whether to export only internal adjustments, only external adjustments, or both.

  • Add title page, header and footer if needed.
  • Decide whether to display original account names and numbers (as per the bookkeeping system) in the export.

Communication

  • Add title page, header and footer if needed.
  • You can filter communications and export Notes, To-Dos, Open To-Do's or All.  
  • You can also filter by a communication tag.

Cover Page and Table of Contents

  • When customising the export, you can include a cover page and a table of contents by checking or unchecking the relevant options.
  • You can add header and footer to a table of contents.

What is a default style? 

  • The default style is the style automatically applied when creating an export in a client file.
  • It's assigned in the Advanced settings of the firm
  • A default style cannot be removed.

How to copy and delete a style bundle? 

Copy a Style Bundle

To avoid building style bundles from scratch, you can copy an existing style:

  1. Go to the Firm landing page and click the Styles button.
  2. Identify the style you want to copy and select Actions > Copy style.

Remove a Style Bundle

To remove a style bundle perform the following steps:

  1. Go to the Firm landing page and click the Styles button.
  2. Identify style you want to delete and click  Actions > Remove style.
  • You cannot remove the default firm style assigned in the Advanced Settings.
  • You cannot remove a style that has already been used in exports. 
  • First, untick the option 'Can be selected on the client level' in the Style Settings.
  • Removed styles will appear in the Deactivated styles section at the bottom of the page.