Process for year two and onwards - Sage Clients

If the Silverfin data for last year has not yet been locked, ensure all workflows are at 100% and lock the period (from the client home screen click Actions > Lock).

Restore the clients' Sage backup as per normal practice and make note of the space that has been used as well as the Sage version.

The Silverfin sync to the prior year Sage backup will have been disconnected and the client currently set up as manual.  A new sync will need to be set up to the latest Sage backup.

The guide to do this is here - Change from Manual upload to Sync

N.B.

• When you set up the sync select the top option 'Switch from manual uploading to an automatic synchronisation'
• Enter a transfer date as the first day of the period / year that you are importing data for.  As you are not re-importing prior year data then any opening balance adjustments in Silverfin will remain as unposted.

Once the data has been sync'd from the backup then you will want to roll forward reconciliation data as per the help guide here