Changelog

Learn how to make your own Silverfin templates

Date

Description

09/09/2025

Add info on string input validations and multiple validations with a code example

15/07/2025

Add new section under useful information regarding template performance

10/07/2025

Added special indicator when results from other companies are used as defaults in inputs Cross-company data

10/07/2025

Added file_code method on external company drop

18/06/2025

Added new attribute assign_option

06/06/2025

Update section for custom drops in cross company data

03/06/2025

Update methods in the company drop for new methods.

13/05/2025

Add section on cross company data for liquid testing.

28/03/2025

Added input_validation documentation with the newly validation attribute.

18/03/2025

Add new section under useful information regarding cross-company data.

18/03/2025

Add new drop external_companies in the drops section.

18/03/2025

Add new input tags external_account_collection and external_company_collection under the input tag section.

20/01/2025

Add section under useful information on Whitespace on the Silverfin platform

08/11/2024

Add information on the new attribute analytical_dimension_1_id for adjustment buttons

16/09/2024

Update to hyperlink HTML tag and linkto tag with respect to links in PDF export.

11/09/2024

Add new section on Liquid Toolchain.

30/07/2024

Add information on how to define variables on the include tag.

07/06/2024

Updated code conventions part code syntax on file inputs in collections

27/05/2024

Add new attribute show_label on the file input tag

24/05/2024

The HTML class usr-repeated-header makes the headers sticky on the Silverfin platform.

17/05/2024

Add new filter transliterate on string filters

15/05/2024

Add new filter reverse on array filters.

15/05/2024

Add new filter md5 on string filters.

25/03/2024

Add new HTML classes for grayed-out backgrounds and grayed bottom lines.

25/03/2024

Add new attribute section_break for newpage tags.

28/02/2024

Add information on document.link.

06/02/2024

Add information on the company_type personal

25/01/2024

Add information on the new tag radiogroup.

23/01/2024

Update Liquid testing YAML syntax: added excluded_results attribute which allows you to omit irrelevant results in a liquid test.

16/01/2024

Extend information on the import_title attribute, which is now also applicable to custom collections.

14/12/2023

Add HTML classes for table cell border and background colors.

14/12/2023

Add continue helper tag for iterations.

13/10/2023

Update Liquid testing YAML syntax:
person drop, locked and re-mapped accounts, original account numbers, account drop, company drop, improved error messages, results from reports, account_mapping_list, period.custom, adjustments and transactions, analytical companies.

12/10/2023

Add information about the first_name, laste_name and national_insurance_number for personal files to the Company drop

26/09/2023

Add information about Dependencies and cache related to a template's result.

22/08/2023

Extend XBRL documentation with information on hidden tags, prefixes and debugging.

01/06/2023

Add information on dynamic variables.

01/06/2023

Add more information on the persistent_id method on the person drop.

16/05/2023

Add more information on how the Rollforward of as:file inputs works.

10/05/2023

Add methods related to the mapping list to the period drop. The methods still work on the company drop but are being deprecated.

28/04/2023

Add explanation on how total reconciliation difference is calculated in account templates How unreconciled works.

20/04/2023

Add example on the use of unreconciled_value in the selected_accounts_and_reconciliation_texts drop.

08/03/2023

Add warning on the maximum size of arrays.

13/02/2023

Add information on escaping special characters in XBRL tags.

03/02/2023

Add information on the invert attribute.

02/02/2023

Add information on cache differences between input and export.

12/01/2023

Add information on cached results in the Debug panel.

11/01/2023

Add information on caching issues as "pitfalls" for Result.

11/01/2023

Add information about Dependencies and cache.

28/11/2022

Add information about adding a document to the people's drop.

25/11/2022

Add information about Debug panel.

07/11/2022

Control flow page has been updated to include some information about checking on blank vs zero.

17/10/2022

Added information about Export files in XBRL.

19/09/2022

Updated information about use of unreconciled in ic/nic/fori:

22/08/2022

Added information about rounding configuration:

17/08/2022

Added new category for Liquid testing, with guidelines and information regarding YAML syntax.

08/08/2022

Added information about persistent_id.

04/08/2022

Update company drop for the new marketplace mapping list id.

22/07/2022

Updated the section on comparing dates.

15/07/2022

Added information about at_least and at_most filters.

08/07/2022

Added information about filter strip_html.

08/07/2022

Edited information in selected_accounts_and_reconciliation_texts:

  • Removed unreconciled_accounts, unreconciled_reconciliation_texts & all_unreconciled.
  • Added is_account, name, value, rendered_template & unreconciled_value.
  • Amended incorrect/confusing descriptions.

30/06/2022

Added information about filter multiline_table.

27/06/2022

Added information regarding analytical and consolidation files in: analytical_type_(0..x)_codes , company & Filters

21/06/2022

Added documentation on newpage tag.

25/04/2022

Added another filter option for Allow false with associated details on how this works.

21/04/2022

Added information about new localized filter, to support multiple languages on text input fields.

11/03/2022

Styling page has been updated to include some missing HTML tags. Tables have been removed from this page.

15/02/2022

Added information about drops in styles: export, page_title, page, selected_accounts_and_reconciliation_texts, toc & toc_with_title_pages

14/02/2022

Added information about max size attribute.

29/06/2021

Added filter string_value.

29/06/2021

Added information about assigning default to boolean in liquid guidelines.

29/06/2021

Added information about assigning a default to a variable with link to another template in liquid guidelines.

29/06/2021

Added information of date format in inputs section.

29/06/2021

Added information about accounts_var.

25/06/2021

Updated information about date comparisons.

24/06/2021

Removed currency_dc.

24/06/2021

Added information about invert filter for currency.

20/04/2021

Added information about files in rollforward section.

14/04/2021

Added section about Array indices.

14/04/2021

Possible implication of the newline tag has been added.

14/04/2021

Information about capitalize added.

08/04/2021

Information about Currencyconfiguration tag has been added.

20/01/2021

Updated debit_value method for Account and Accounts drops.

29/12/2020

New User drop. Added information about: newline_to_br, url_encode, url_decode, document and documents.

16/11/2020

Reconciliations section has been updated, by adding the information about the starred attribute.

24/09/2020

Information about Push & Pop tags has been added.

24/09/2020

Adjustment button section has been updated, by adding the information about the purpose attribute.

22/09/2020

Company section has been updated, by adding the information about the account_mapping_list and account_mapping_list.id.

08/09/2020

Company section has been updated, by adding the information about the company_type.

29/07/2020

Added guideline about naming custom drops.

24/07/2020

Updated Info text, warnings and unreconciled indicators section.

24/07/2020

Added guideline about impact on other templates

07/07/2020

How unreconciled works section was added.

07/07/2020

UX guidelines: Info text, warnings and unreconciled indicators section has been updated, by adding information about the warning text.

07/07/2020

UX guidelines: Input fields section has been updated, by adding information about the placeholders.

07/07/2020

Input section has been updated, by adding the information about the required attribute.

07/07/2020

Added information about the 'current_reconciliation' drop.

06/07/2020

Added information about "active_directors" and "active_directors_on" filters for directors drop.

24/06/2020

Added section for Helper variables that can be used in a For Loop iteration.

19/06/2020

Added method exists? tho the Reconciliation section.

12/06/2020

Added the section Account number to the Liquid Guidelines.

02/06/2020

Updated the contains operator section.

25/05/2020

Added mapped_account to the Account drop method's list.

18/05/2020

Update related to the use of text in the Virtual account numbers.

04/05/2020

Translations section has been updated with the information related to defaults and variables (previously allocated in the Guidelines).

15/04/2020

Signmarker documentation has been added to the Tags section.

06/04/2020

Styling section has been updated, by adding the information about the indentation.

30/03/2020

Number section has been updated, by adding the information about the ceil.

30/03/2020

Custom section has been updated, by adding the information about the .persisted.

30/03/2020

Information about the Addnewinputs tag has been added.

10/02/2020

Liquid guidelines: Information about mandatory fields, translations tags and if statements has been added.

07/02/2020

UX guidelines: Input fields section has been updated, by adding information about the dropdown menu, account selector and mandatory field.

23/01/2020

Information about the mandatory field (required attribute) has been added to Input section.

10/01/2020

UX guidelines: Reconciliation of a template section has been updated.

10/01/2020

UX guidelines: Info text, warnings and unreconciled indicators section has been updated, by adding the information about the unreconciled indicator.

10/01/2020

UX guidelines: Input fields section has been updated, by adding the information about the mandatory fields.

10/01/2020

UX guidelines: Input fields section has been updated, by adding the information about the attachments.

08/01/2020

Information about the Result tag in a loop has been added.

19/12/2019

Information about the following Iterations tags has been added: break, limit, offset, reversed.

18/12/2019

Array section has been updated, by adding the information about the concat tag.

28/06/2019

Placeholder_default has been deprecated.

19/06/2019

Information about the Translations tag has been added.

17/06/2019

Documentation concerning result tags has been added.

21/04/2019

Markdown code to show how lists are used has been added.