support

User management 19

• 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 19 articles

Support and maintenance 4

• How do I adjust financial 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 I communicate in Silverfin?

Workflows and Templates: General level 6

• What is a workflow status and how do you manage it on the firm level?
• 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?

See all 6 articles

Client file management 23

• How can I share a workflow with a Pulse user?
• What is the Silvefin Assistant? (BE market)
• How to use workflow statuses in the file?
• How to lock and unlock mapping?
• How do I map a consolidation file?

See all 23 articles

Data management 6

• How can I remap an account?
• How account types in mapped files are determined?
• How do I extract data from PDF documents with Silverfin Assistant? (UK market)
• How do I add data in a previous period in my synced file?
• How do I change the reporting frequency?

See all 6 articles

Silverfin Reporting and exports 7

• 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 resolve unallocated accounts in reports?

See all 7 articles

Trainings and workshops 1

• How do I subscribe for Silverfin workshops?