support

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 to add a Pulse user?
• How to customise a Pulse template?

See all 21 articles

Communication 4

• How to 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?

Workflows and Templates: General level 7

• How to manage workflows from the Silverfin Marketplace?
• 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 to adjust custom workflow working screen?
• Account templates in Silverfin. How to manage them at firm level

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Client file management 33

• How do I view audit log in Silverfin?
• How to add a mapping list from the Silverfin Marketplace?
• Talking Points integration with AdminPulse
• How to create an analytical client file in Silverfin
• How to create consolidation file within a file?

See all 33 articles

Data management 31

• Why is the first period not available in a file?
• Why does shortening a period push bookings into the next period?
• Rollforward visibility - updated checkboxes on the Periods screen
• How to use the Account Assigning screen in consolidation files?
• What to do if you uploaded an incorrect trial balance?

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Silverfin Reporting and exports 22

• Why is an account appearing in the wrong group in my report?
• Formula types that can be utilised in Silverfin Reports
• How to build data rows in Silverfin Reports?
• How admin users can customise report colours?
• How to copy report at firm level?

See all 22 articles

Trainings and workshops 1

• How to subscribe for Silverfin workshops?

Miscellaneous 5

• How do I use the Marketplace?
• How to use the Billing Portal?
• Most common liquid errors in templates
• How to use features at the office level in Silverfin?
• How to activate Fintrax Package in Silverfin? (BE market)

Visma Connect 11

• How do I sign in to Silverfin for the first time after migrating to Visma Connect?
• How do I sign in to Silverfin with Google or Microsoft? (Visma Connect)
• How do I sign in to Silverfin once two-factor authentication (2FA) is set up? (Visma Connect)
• How do I set up a passkey to sign in to Silverfin? (Visma Connect)
• How do I manage my account with Visma Connect (email, passkeys & password)?

See all 11 articles