Video outline

An account drop is a collection of data that exists in the Silverfin database. It contains information about accounts present in the client file for a specific period.

The account drop is linked to one of the two main (root) drops that exists in Silverfin, which is the period drop. As we can only access accounts data for specific periods, we must first access the period drop before accessing the account drop.

A difference must be made between the “accounts drop” and the “account drop”:

• Accounts drop: this drop contains data about a collection accounts for which the range has been specified;
• Account drop: this drop contains data about a single specified account;

Examples of data that can be accessed through the account drop: account name, (mapped) number, (debet/credit) value, account type (asset/liability), etc.

Examples

Here’s how we can get account related information from the drop and display it in our templates.

When retrieving data related to 1 or more accounts, we always look at a specific period. As such we first need to access the period drop. So far our current path to the desired data is “period”. We add a dot at the end as we will be adding more to this path.

After accessing the period drop, we then have to access the accounts drop, which gives as a collection of accounts, before retrieving the data for a specific account. This adds another element to our path “period.accounts”.

“period.accounts” would give us the data for ALL accounts present in the client file, which usually isn’t what we want in a template. We’ll want to narrow our data to one or several accounts. To do that, we’ll need to access the specific account drops.

Accessing data for a single account

You can now access the account drop for a specific account by adding the account number to the path:
“period.accounts.700000”.

By doing this, we access all available data related to the “700000” account. We can now print the name/value (or any other data stored) by adding a “method” to our path while printing.

For example, printing the following will give you the name of the account:

{{ period.accounts.700000.name }}

Other popular methods are:

{{ period.accounts.700000.value }}
{{ period.accounts.700000.link }}
{{ period.accounts.700000.mapped_number }}

More examples of the methods that can be used in combination with the account drop can be found in our documentation.

Accessing data for multiple accounts

We can also store the data for multiple accounts in one variable. We do that by assigning a new variable which contains “period.accounts” while assigning a specific account range.

{% assign my_collection_of_accounts = period.accounts | range:"1__3"

Our variable “my_collection_of_accounts” now contains all data related to every account for which the account number starts with 1 up to 3 (3 included).

We can now print the relevant data for each account present in that variable by looping over it in a forloop:

{% for account in my_collection_of_accounts %}
   {{ account.name }}
   {{ account.value }}
   {{ account.link }}
{% endfor %}

More examples of the methods that can be used in combination with the account drop can be found in our documentation.

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Potential pitfalls

Keep an eye on the spelling. If the name of the drop or the method is spelled incorrectly, the information will not be displayed.