Navigate to your chosen client from the Start, or Clients tabs.

Tip: you can use Control + Jump (this allows you to 'jump' to a particular client/report etc)!

Here you see the following:

1) The logo in the top-left will always take you back to your home screen.

2) This is the client name, and no matter what screen you are in, if you click here, it will take you back to this same client home-page.

3) Documents - This is where you can upload and manage a number of documents. 

4) Reports - This is where you can run, edit and view a number of reports for that client. There are a number of articles you can read about reporting!

5) Export - This is how you export pdfs of your workings, reports, texts etc. 

6) This icon represents the Pulse - This is where you can communicate with your end customer. There are a number of articles you can read about how to use Pulse.

7) This is the period that you are active in. If you click on this period, you will see all available periods for that client - if this is a monthly client you will see all the months of the year, and if it is annual, you will just see the years available.

8) Client overview - This is the landing screen and is the screen you see above.

9) Accounts - Here you see a list of all the imported accounts for that client. You can also access the mapping, add accounts, and view any new accounts since the last period.

10) Communication - Here you will see a summary of all communication for that client in that period. 

11) Adjustments - Here you can see all of the adjustments that have been made for that period. You can also create adjustments here, mark them as posted etc. 

12) Audit Log - This is a log of all the last actions made to the file E.g. when exports have been completed etc.

13) Search - Here you can search for almost anything!

14) This is your language selection.

15) Here you can see your notifications.

16) This is where you can access the helpdesk, these useful articles, and access to our Support team!

17) Here you can add a new period for this client. This is used for manual clients.

18) This will bring up the client information screen where you can edit any of the details.

19) This is a special Silverfin Admin button where we can perform a few extra actions!

20) Here is a quick overview of the client's financials for that period.

21) This is your default workflow.

22) Here you will see any other workflows assigned to that client. You can select the 'Add workflow' button to add more workflows to this client.

Creating a new client file

If your firm has lots of clients then creating a new client file can be tedious, which is why some firms opt for a bulk upload of new clients. This creates a shell for your client file with all the mandatory details and is ready for you to get started. This article takes you through the first steps as you enter your client file for the first time. 

If you're interested in more information about how to create a bulk upload of clients, contact your Customer Success Manager.

1. Type the name of your client file into the search bar to find them and select your client.

2. A shell client file has no data, but we'll fix that! 

You can make sure we've got the right details in the right places by selecting 'Edit Client' at the top right of the page. 

Alternatively you can jump straight to adding a sync from your bookkeeping system by selecting the 'set up automatic sync' button below. If you do this, skip forward to Step 6. 

3. Under the 'Edit Client' page, it's time to check the details are accurate and information has been added where required. As with most forms, the asterisks (*)  indicates what fields are mandatory. 

Below are some fields to pay special attention to under the configuration tab: 

  • Client Template: This will determine any associated account and reconciliation templates (but don't worry, you can always come in to change this at a later date).
  • Name/File Number: These are your references within SIlverfin 
  • Report by: This will allocate the workflow such as required reconciliations and templates. Note if your client requires more than one (such as monthly and yearly), select the more frequent. 
  • Type: Most client files are 'standard'. If in doubt, check with your admin user.
  • Select Pulse Template: Pulse is your client-facing portal which you can activate to collaborate, communicate and share files with your clients. 

4. Under the sync tab, you can set up your Data synchronisation. This will bring in data from the underlying bookkeeping system. To begin select the "switch sync" button.

5. Select the "set up sync" button. From here select the top button to commence creating an automatic sync.

6. Then navigate to 'Synchronisation type', select the bookkeeping system and follow the prompts. These will vary depending on what bookkeeping system you select, but if you get stuck simply contact your in-house Silverfin expert or get in touch with the Helpdesk and we'll happily guide you through.

7. Now you're ready to select your Transfer date from the drop-down, and hit 'save changes'.

Your first sync may take a while, but don't fret. It'll be much speedier after you're initial set-up :) 

And just like that, you're ready to get down to business!