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This article explains how to connect Silverfin file with Yuki to synchronise accounting data. Once the connection is established, any changes made in Yuki will sync with Silverfin.
To link existing synchronisation with the client file, please perform the following steps:
- Go to the file and click on the 'Edit client' button.
- Click on the 'Sync' tab.
- Click 'Set up Sync'.
- Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be promoted to set up sync transfer date.
- Choose Yuki from the list of available synchronisations and choose sync reference.
Figures are updated automatically every night with the latest data in Silverfin. To retrieve updated figures during the day, use the synchronisation arrows next to the client file name.