PKF Francis Clark Silverfin Knowledge Base

General Help

Some of the core functionality around Digital Working Papers.

  • Symbology: Green dot - Yellow square - Red triangle - Grey Square
  • Sync data from Sage Desktop
  • Syncing information from Companies House
  • Tax Risk Assessment - Corporate
  • Terminology
  • Update templates
  • Update to Accounting Policies
  • Uploading / importing a fixed asset register
  • Use of DAPA/DAP during the Silverfin roll out phase
  • Using the Paperclip
  • View the Nominal Activity / General Ledger Detail within a Template
  • X1 - Client records
  • Xero Premium subscription / multi-currency clients
  • Year One - prepayments and accruals
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Categories

  • Introduction
  • Planning
  • Accounts production and working papers training
  • General Help
  • FAQ
  • Troubleshooting Help
  • Nominal Ledger Reconciliations - detailed guides
  • Partnerships and sole traders
  • VAT / Management Accounts Help
  • Consolidation help
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