| User Roles | ✗Pulse user |
Completing a set of accounts for the initial year of incorporation is straightforward. The most crucial element you need is the date of incorporation. This guide will provide instructions, troubleshooting tips, and answers to common questions.
Table of contents
- Where do I fill in the date of incorporation?
- Why do I have a column for the prior period with data?
- How can I change start date of an irregular first financial year in Silverfin?
Where do I fill in the date of incorporation?
- Open the "General settings" template.
- Look for the "Date of incorporation" field near the top of the template. Ensure this field is filled in; if it's not, simply add the correct date of incorporation.
- Once the date is entered, your reports will adjust automatically. The date range and naming conventions will start from the date of incorporation. If it's an irregular year, "period from" will be specified, and you'll see a single column since there's no prior year.
Why do I have a column for the prior period with data?
This usually happens because data has come through from the bookkeeping system for that prior period. To correct this, move or remove the transactions in your bookkeeping software from that period and then resynchronise the file. If you need further assistance, contact Silverfin support.