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Silverfin
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Silverfin Platform
Silverfin Platform
Navigate Silverfin's Universal Features: Your Comprehensive Guide.
Account setup and configuration
1
How to personalise cover and title page to your exports?
User management
22
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 22 articles
Support and maintenance
5
How do I adjust financial years? UK and NL market
How do I forward emails to the Documents section of Silverfin?
How do I use features at the office level in Silverfin?
How do I adjust financial years?
How to fix corrupted PDFs in Silverfin?
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 at 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 Silverfin Assistant and how to use it?
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
14
How can I use the Insights button in reconciliations?
How do I remove a period?
How can I download trial balance?
How do I set up filters in Insights?
How can I remap an account?
See all 14 articles
Silverfin Reporting and exports
10
How is the order in an export arranged?
How to customise export in Silverfin?
How to reduce margins in exported attachments?
How to handle unsupported fonts in export?
How do I download report to Excel?
See all 10 articles
Trainings and workshops
1
How do I subscribe for Silverfin workshops?
Miscellaneous
3
How do I use the Marketplace?
How do I use the Billing Portal? (Belgium and Luxembourg)
Most common liquid errors in templates
