Manual Upload templates

The first time you use Silverfin templates, you don't want to be typing line after line of information in! In many of our templates you can 'upload from Excel' and these templates are here to help you get started! Remember: you can always make your own templates too!

Some general guidance is laid out in this article: https://en.help.silverfin.com/article/790-how-to-import-reconciliation-data-from-excel


1) Adding data to a client:

Templates embedded in the help article: https://en.help.silverfin.com/article/440-how-do-i-add-a-client-with-manual-data


2) Fixed Asset Register

Templates in the help article: https://en.help.silverfin.com/article/651-uploading-an-asset-register


3) Accruals, Prepayments, Deferred Income, Accrued Income


4) Payroll


5) Creditors or Debtors

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