How do I export a pdf from Silverfin
It is easy to export almost anything from Silverfin! You can do this very simply in our ‘Export’ section.
To standardise your firm's exports, admins can do this in 'styles' and these will appear as 'bundles' on a client level. Below you can see how these link together...
Styles (for Admin staff to manage at your firm level)
Bundles (for users to apply on a client level)
1. Creating a 'style' / 'bundle'
To set up an export, there are a number of 'Advanced Settings' to walkthrough, that allow you to add front covers, modify any footers / headers, choose your colour scheme / fonts etc. Some of these can be a little fiddly, so feel free to reach out to Support or your Customer Success Manager for help with this!
Read this article to understand more on how to build a bundle: https://en.help.silverfin.com/article/887-styles-what-can-i-update
Top tip: Once you have your 'advanced settings' correct in one style, it's easiest to 'copy' that style and change the content as opposed to starting from scratch. To do this, just click on the pencil button
The content of the 'bundle'
Note: this applies to building a style, but also to users who want to modify a 'bundle' for a specific client!
To build the body of your export, you simply drag the blocks on the right onto the left to form your pdf export. Then you can define more specifically which accounts, reports, etc. you want to include in the export per section.
Once you have dragged the ‘Accounts’ block into the body of the export (on the left), you can select the accounts and reconciliations you want to see in the export.
If doing this at the style level: you will see all possible reconciliations, and you can also add a range.
If doing this at the client level: you will see all the accounts that exist for this period and you can select the ones you wish to export.
The ‘star’ for each account remains active in the working file: this is only for exporting.
If you hit the paperclip- you will also export any attachments to that reconciliation!
Once you have dragged the 'Report' block into the body of the export (on the left), you can select which report you want to export. In this example, I have selected the Monthly Income Statement.
If you want to include several reports in the export, you need to drag the ‘Reports’ block on the right into the middle several times.
For some reports, there are a number of option to customise what information is exported (for example, a fully expanded report, or associated graphs). Simply select or deselect the options relevant to your export.
If doing this at the style level: you will just get a placeholder for a document!
If doing this at the client level: you will see a pop-up screen with a couple of options:
a) Add a new file (from the file manager, for example)
b) Add uploaded documents to the export (from ‘Documents’ folder in Silverfin)
The texts can also be exported easily by dragging the ‘Texts’ block to the middle, then selecting the text to be added.
If you want to include several texts into the export, you also need to add a block for each text.
For texts, you also have the option to add a header/footer and/or a title page each time.
If you drag 'adjustments' onto the left, you are given a few options:
- You can select whether you'd like to export only internal or external adjustments, or both!
- If desired, you can choose to show the original account name and numbers (per the bookkeeping system) on the export. This may be useful for showing a client.
Note: This is only available on a client level.
You can include a simple download of all communications on a file by dragging this across!
Note: You can also export data to Excel by selecting the 'Actions' button when working in a reconciliation.