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In Silverfin, you can create new accounts directly if they do not yet exist in your accounting system. This is useful for tasks such as budgeting or simulating adjustments when the account is not available in your accounting software. Read on to learn how to add a new account in Silverfin.

Table of contents 

There are two methods to create an account in Silverfin.

How do I create an account from the Accounts page?

  1. On the client file overview page, click the client file name at the top of the left panel and choose Accounts.
  2. Click New account.
  3. Enter the account number. This is the only required field, but you can also complete the other fields, such as the account type, the account names and the account template.
  4. Click the Create Account button.
  5. If a mapping list is active, make sure the new account is mapped.

How do I create an account through an adjustment?

  1. Through the left navigation panel, click on Adjustments.
  2. Click New adjustment. The adjustment form opens.
  3. Enter the account number and description. 
  4. Click Add to save the adjustment, or Add + new to create another adjustment.
  5. If a mapping list is active, make sure the new account is mapped once it has been added.

For more detail on the adjustment form itself, read How to create and post adjustments?

By following these steps, you can efficiently manage and integrate new accounts into Silverfin.

A new account appears greyed out until a value is booked on it. When an account is created manually in Silverfin - either through the Accounts page or through an adjustment - the original account name can be modified.