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To create a consolidated file, go to your firm’s homepage and select ‘Add new file’ You will need to be an admin user to do this.

In the New client screen, for the question Where do you want to fetch the data from? select Silverfin files for a consolidation

Then continue the set-up process as normal.

Once the file is set up you will see the Consolidation screen. You can also navigate here Edit client > Consolidation
Here you can add the companies that are a part of the consolidation. All subsidiaries and the parent company need to be added.

Companies can be added by clicking:
Add client file and searching for the company file you want to add

Once the company files have been added you may need to sync the file to bring in the data:

The file should now be set-up and ready to go.