Accounts Production Training - Review
This training is designed to give you an overview of the accounts production workflow.
The below noted videos are from the full training. We have deemed these as relevant to give you an overview of Silverfin AP:
Overview, star and unstar and importance of mapping - here ( 9 mins)
General section - Limited company - here (8 mins)
Reports section & PY comparative - here (11 mins)
Detailed profit and loss account - here (1 min)
Notes to the detailed P&L - here (2 min)
How to export - here (4 min)
Accounting policies - here (9 mins)
Best Practice
It is important you take time to read the best practice we have in place for Accounts Production so that you are able to advise preparers. See article here.
Review specific
Tagging & filing
6.11 Tagging and filing process - here (15 mins)
NOTE: This is for information only. It is BA procedure to pass all approved accounts to Business Support for tagging, filing and uploading to Silverfin.
Optional - Please see link to full Accounts Production Training below. This goes into more detail about the notes to the accounts with videos to help.
NOTE: If there is anything in this help article that needs updated please get in touch with the Silverfin Experts.