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Silverfin
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Silverfin Platform
Navigate Silverfin's Universal Features: Your Comprehensive Guide.
User management
18
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 can I add a user in Silverfin?
How do I add a Pulse user?
See all 18 articles
Support and maintenance
4
How do I adjust fiscal years?
How do I forward emails to the Documents section of Silverfin?
How do I use features on the office level in Silverfin?
How can I restore deleted documents and folders?
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 tag my communication?
How can you communicate in Silverfin?
Workflows and Templates: General level
5
How do I adjust custom workflow working screen?
How does locking the mapping from a certain financial year works?
Why should you start with mapping?
How do I create a text template?
How to utilise a workflow in a file?
Client file management
20
How can I share a workflow with a Pulse user?
What is the Silvefin Assistant? (BE market)
How do I map a consolidation file?
How do I use My Inbox?
How do I use AI Mapping?
See all 20 articles
Data management
3
How do I add data in a previous period in my synced file?
How do I change the reporting frequency?
How do I copy adjustments into a new period?
Silverfin Reporting and exports
6
How to customise export in Silverfin?
How to reduce margins in exported attachments?
How do I download report to Excel?
How to generate export in Silverfin?
How do I order reports in categories?
See all 6 articles
Trainings and workshops
1
How do I subscribe for Silverfin workshops?
