| User Roles | ✗External Contributor | ✗Pulse user |
If you’ve updated an account name in your bookkeeping system but don’t see the change in Silverfin, this article will help you understand why and what steps to take to fix it.
Why the change Isn’t automatically reflected in Silverfin
- Account name changes in the bookkeeping system are only synced to Silverfin when there is a value change on that account.
- If no transactions have been made after the name change, the update won’t automatically sync.
How to trigger the change of the account name
To ensure the updated account name is picked up by Silverfin, follow these steps:
- Create a booking: Make a booking of just 0.01 pound in the bookkeeping system for the account with the updated name.
- Trigger the synchronisation: Click on the arrows to trigger the synchronisation and the new account name should now be reflected in Silverfin.
You cannot manually edit the original account name in Silverfin—it must be updated in your bookkeeping software.