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This article explains how to connect Silverfin file with Horus to synchronise bookkeeping data. Once the connection is established, any changes made in Horus will sync with Silverfin.
Table of contents
- How to set up synchronisation with Horus on the file level?
- How can you determine which transactions are synchronised from Horus to Silverfin?
- Why can't I find my Horus private files in the drop-down menu in Silverfin?
How to set up synchronisation with Horus on the file level?
To link existing Horus synchronisation with the client file, please perform the following steps:
- Go to the file and click on the 'Edit client' button.
- Click on the 'Sync' tab.
- Click 'Set up Sync'.
- Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be promoted to set up sync transfer date.
- Choose Horus from the list of available synchronisations and choose a sync reference.
- Save changes.
Figures are updated automatically every night with the latest data in Silverfin. To retrieve updated figures during the day, use the synchronisation arrows next to the client file name.
How can you determine which transactions are synchronised from Horus to Silverfin?
- Transactions from Horus are only synchronised with Silverfin if they have been confirmed.
- If transactions from Horus are missing in Silverfin, check in Horus to ensure that all transactions have been confirmed.
Why can't I find my Horus private files in the drop-down menu in Silverfin?
- Private files are restricted in Horus, which means you need to create a new sync entity using the details of the file owner.
- Are you the owner of multiple private files? If so, the newly created sync entity will grant access to all files owned by you. Note that sync entities can be created only by users with admin rights.