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Silverfin
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Silverfin Platform
Navigate Silverfin's Universal Features: Your Comprehensive Guide.
User management
21
How to know whether to choose a Pulse user or an external contributor?
How to determine which files a user can access?
How to adjust a User's Access?
How do I add a Pulse user?
How do I customise a Pulse template?
See all 21 articles
Communication
5
How can I manage visibility of Notes and To-Do's?
How to remove communication from a user who no longer works at our office?
How to use To-Do's in communication?
How to set up and use communication tags?
How can I communicate in Silverfin?
Workflows and Templates: General level
9
How to manage workflows from the Silverfin Marketplace
How to view and manage Documents within a template?
How are account numbers displayed in Working Papers workflow?
What is a workflow status and how do you manage it at the firm level?
How do I adjust custom workflow working screen?
See all 9 articles
Client file management
34
Rollforward visibility - updated checkboxes on the Periods screen
Talking Points integration with AdminPulse
How to create an analytical client file in Silverfin
How to create consolidation file within a file?
How do I create, manage and complete client meetings with Talking Points
See all 34 articles
Data management
24
How to use the Account Assigning screen in consolidation files?
What to do if you uploaded an incorrect trial balance?
How do I enable retained earnings for Belgian client files? (UK, LUX, NL market)
How to create a custom mapping list?
How to set up and use tags in adjustments?
See all 24 articles
Silverfin Reporting and exports
20
Formula types that can be utilised in Silverfin Reports
How admin users can customise report colours?
How can I copy report at a firm level?
What are report period sets and how to configure them?
How is a report template structured in Silverfin?
See all 20 articles
Trainings and workshops
1
How do I subscribe for Silverfin workshops?
Miscellaneous
5
How do I use the Marketplace?
How do I use the Billing Portal? (Belgium and Luxembourg)
Most common liquid errors in templates
How do I use features at the office level in Silverfin?
How can I activate a Fintrax Package in Silverfin? (BE-market)
