How to close down a Silverfin file

This help article discusses how to close down and archive a Silverfin file that is no longer required.

When a client ceases to trade or moves to a new accountant, we need to close down the Silverfin file to avoid any future charges. These will then be archived on a monthly basis by the Silverfin Experts.

1. Make sure the file is completed and locked down prior to actioning the close down of the Silverfin file. 
2. Ensure (if applicable) that the professional clearance process has been completed.
3. Export full file for all relevant periods and save to CCH document centre and Sharepoint.

4. Update the client's name to say 'LOST CLIENT - ' before the client's name (Edit client from the main client landing page)

   

5. If the client has a sync in place, please follow below instructions for the relevant bookkeeping system. This removes the live sync but retains the bookkeeping data within the file.
6. If for any reason, we require access to the file again please get in touch with one of the Silverfin Experts.

SYNCED CLIENTS:

Any clients with a sync set up (Xero / Sage BCA / QuickBooks) MUST be edited to deactivate the live sync.

Process for Sage BCA:

Edit client, click on the pencil next to 'data synchronisation', select option 2 'from current automatic sync to manual upload'.

Process for Xero / QuickBooks:

Edit client, click 'Disconnect from Xero' or 'Disconnect from QuickBooks' below 'data synchronisation'. 

NOTE: If there is anything in this help article that needs updated please get in touch with the Silverfin Experts.