Pulse templates - how & why? [ADMIN]
Different groups of clients have different priorities. This may depend on various factors, such as the industry they operate in or perhaps the financial position they find themselves in. Ultimately, this will dictate the financial data that they will find the most valuable.
As a result, you are able to make different Pulse templates so that your clients are given access to the data that they will find most valuable.
How do I add a new/amend an existing Pulse template?
On the Silverfin home page, Admin users will be able to see a tab called 'Pulse'. Click there to begin.
On the next screen you will see several sections:
- Default pulse template: Decide which pulse template you want to use as a default (e.g. perhaps this is the template which may be relevant to majority of clients).
- Pulse templates: Links to existing templates (to edit these) and the link to create a new template
- Pulse trends: Pulse trends are built based on report formulas (see below). They are displayed in an interactive, period-to-date graph within the Pulse portal.
Once you have defined your report formula, set up the Pulse trend by selecting 'Add pulse trend' and then select the relevant formula on the dropdown menu:
An example of a trend in Pulse is shown below:
- Report formulas: These are built based on the chart of accounts nominal codes, and sometime a bit of liquid coding (don't worry, we have an article for these sorts of formulas - see here). They are used to build Pulse trends.
For example: The profit and loss graph is built by summing all income and expenditure nominal accounts (which are all codes starting with a 4 up to and including codes starting with a 9 if using the Silverfin chart of accounts).
Use a # to denote a nominal account, and use 2 underscores '__' to denote an account range.
- Useful links: These act as direct links to useful URLs that may be relevant to the client segment of a particular Pulse template.
Simply copy in the URL:
- Pulse upload folders: When clients upload files into Silverfin, they are given the option to select which folder they want to upload to. This helps you categorise documentation received from clients. If you don't want the client to be able to see other folders besides the 'Pulse upload folders', make sure these folders are private. Read this article to find out how
You will need to input the path. To do this, simply key in Client/ + the name of the folder you want to create.
Building the template:
Based on the work you've done above, it's now time to get building! This is quite simple. All you need to do is:
- Name the template;
- Select up to 4 Pulse trends;
- Select up to 4 useful links; and
- Select up to 5 Pulse upload folders.