DSUD's (Sync Start Dates/Transfer Dates)

This help article confirms what a DSUD (do not sync until date) is and when you might need to use one.

What is a DSUD?

A DSUD means you can choose a date when the sync begins. This means that only the data from a certain point will pull through to Silverfin. For example if you set a DSUD of 01/04/2022 then no entries from before that point will be brought in to Silverfin. The brought forward balance sheet balances will still pull in as opening balances.

When do you use a DSUD?

There can be a few different scenarios for using a DSUD, a few are noted below;

• Client has moved from manual records to a sync - by using a DSUD date for the sync this means you will not over write the prior periods manual data.
• Client has moved from one sync to another - by using a DSUD data for the new sync this effectively turns the old sync off and the previous sync data becomes "manual".
• Perhaps the sync is too large or there are errors in previous sync data meaning you dont want it to pull in to Silverfin, a DSUD could also be an option for this.

How do you know if a DSUD has been used?

When changing anything with the syncs you need to be careful if a DSUD (do not sync until date) has been used.

To check this go to client overview / edit client / periods and there will be a yellow box to confirm this.

It is recommended to add a note to the front of the file as a note for all periods to flag this to anyone who is in the file to minimise the risk of the DSUD being overwritten.

When changing or resetting the syncs, if a DSUD has been used then you must NOT select the bottom option or this will overwrite all the old data before the transfer date.

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