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If the financial data in a client file is incomplete or incorrect, you can use the Adjustments feature in Silverfin to correct amounts. For example, you may need to update numbers on the balance sheet. This article explains how to create adjustments in different ways, the difference between internal and external adjustments, and how to post adjustments once they have been created.

Table of contents

Adjustments can be created in different ways:

1. Creating Adjustments via the Adjustments Tab

New Adjustment

  1. Go to the client’s landing page and select Adjustments.
  2. Click New adjustment.
  3. Enter an account number and description. Silverfin will automatically fill in part of the journal detail.
  4. Add attachments if needed.
  5. Choose the adjustment type: Internal or External.
  6. Choose a Tag if applicable.
  7. Click Add to save the adjustment, or Add + new to create another adjustment.

Manual Import

You can also upload adjustments from Excel.

  1. In the Adjustments tab, open the Download/Upload menu.
  2. Select Upload.
  3. Drag & drop the file or browse to upload it. Alternatively, use the suggested adjustment template to get started. You can find example template at the bottom of the article. 

Adjustment Template Rules

  • Leave an empty line between each adjustment.
  • Fill in either account_number, original_account_number, or both.
  • If using tags or categories, add them only on the first line of the adjustment.
  • Tags must match existing configuration.
  • Category must be either Internal or External.
  • Debit and credit amounts must always be positive.

2. Creating Adjustments Within an Account

  1. Open the account.
  2. Click New adjustment.
  3. Enter the account description. Silverfin will automatically complete part of the journal detail.
  4. Add attachments if required.
  5. Choose Internal or External adjustment type.
  6. Choose a Tag if applicable. 

Internal vs External Adjustments

  • When creating an adjustment, select Internal or External.
  • During export, you can choose to include only internal, only external, or both types of adjustments.

Posting Adjustments

Once adjustments are created, you need to mark them as posted.

Silverfin only imports data from your bookkeeping system. Adjustments made in Silverfin do not sync back automatically. You must also process them in your accounting software.

Posting All Adjustments

  1. In the client’s Adjustments tab, click Download/Upload → Download XLS.
  2. Import the file into your bookkeeping software.
  3. Back in Silverfin, go to Adjustments → Actions → Mark all adjustments as posted. This prevents adjustments from being duplicated when data in Silverfin is resynced or replaced.

Posting a Single Adjustment

  • If a specific adjustment has already been processed in your bookkeeping system, you can mark just that entry as Posted.
  • To do this, go to the individual adjustment, hover over it and  select the button Mark as posted.

Additional Information

  • Adjustments apply only to the period in which they are created. They are not automatically carried over to the next period but can be copied if needed. For more details, read the article on how to copy adjustments into the next period.
  • Adjustments cannot include lines with no debit or credit values. Currently, no error message is shown if this occurs - the adjustment simply won’t save.
  • The Adjustments tab does not include options to post To-Do’s or Notes.
  • Pulse users can view and download adjustments once the period is public and adjustments are made public via Action button:
  • Accounts can be created manually via an adjustment. Read more in the following article: How do I add a new account in Silverfin? If a mapping list is active, new account must be mapped.

 With these methods, you can ensure adjustments in Silverfin are created ans processed correctly while keeping your accounting data aligned.