Functionality Videos - Index

The videos below are all referenced in the case study here as well as Reviewing a Silverfin file here

1 Silverfin Intro - (07:57) - An introduction to the Silverfin accounts production platform for FC

1 Part 1 Home screen navigation - (05:14) - Silverfin introduction to the home screen

1 Part 2 Client file navigation - (23:04) - Silverfin overview of navigation in the platform

1 Part 3 Working Papers - (11:22) - Silverfin demonstration of the working papers (reconciliations)

1 Part 4 Intro to Accounts - (14:00) - Silverfin introduction to the accounts module

2.1 How to set up a sync - (08:17) - Setting up a sync to the clients bookkeeping system

2.2 How to import data manually -(04:18) - process for loading data into Silverfin where no sync is possible 

2.4 Silverfin Chart of Accounts - (03:06)

3.1 Check mapping, import FAR and roll forward - (11:07) - overview of the FC tailored Silverfin chart of accounts

3.2 Overview of clients home page - (04:47) -  look through the features available on the client home screen

3.3 Reconciliations and checklists - (09:12) - review of reconciliations and checklists in Silverfin

4.1 Planning - (15:21) - FC specific planning

4.2 Document storage - (05:34) - how to store documents in Silverfin and attach to reconciliations

4.3 Communications - how to raise review points, points for manager and client - (11:48)

5.1 Preparation workflow overview - (11:24)

5.2 Adjustments - (08:11) - processing adjustments (journals) in Silverfin

5.3 Interactive case study - (02:22) - introduction to the full training case study

5.5 Getting the file ready for review and client meeting - (08:04)

6.1 Completion - (03:48)

6.2 Opening balance journals - (05:07)

7.1 Silverfin Review Process: Part 1 - Planning - (12:55) - manager review of the Planning workflow

7.2 Silverfin Review Process Part 2 - Completion - (07:39) - manager and partner review as part of completion