New year (end), new you!!

When you change your year-end in Xero, the new period will pull through to Silverfin, but you may find that your figures aren't 100% accurate. 


Why is this happening?

To put it simply, your transactions aren't sitting in the correct place in prior periods and this needs to be corrected in Silverfin.


What do I need to do?

If you realize your figures aren't correct, there are 2 ways to correct this.

1) Contact support and tell them that you have changed your year-end in Xero and that your file needs to be reset. If it's a regular 12 month period still (e.g. you changed the year-end in Xero from 31/12 to 31/03 with no extended/shortened year) then only a reset is needed.

2) Reset the file yourself! Reconnect the Xero sync and pull the data into the correct periods in Silverfin. Please see the article on reconnect the automatic sync if you need instructions on this. 


Plain and simple, don't oversync it ;)