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Changelog

Learn how to make your own Silverfin templates

Suggest Edits
DateDescription
15/07/2025Add new section under useful information regarding template performance
10/07/2025Added special indicator when results from other companies are used as defaults in inputs Cross-company data
10/07/2025Added file_code method on external company drop
18/06/2025Added new attribute assign_option
06/06/2025Update section for custom drops in cross company data
03/06/2025Update methods in the company drop for new methods.
13/05/2025Add section on cross company data for liquid testing.
28/03/2025Added input_validation documentation with the newly validation attribute.
18/03/2025Add new section under useful information regarding cross-company data.
18/03/2025Add new drop external_companies in the drops section.
18/03/2025Add new input tags external_account_collection and external_company_collection under the input tag section.
20/01/2025Add section under useful information on Whitespace on the Silverfin platform
08/11/2024Add information on the new attribute analytical_dimension_1_id for adjustment buttons
16/09/2024Update to hyperlink HTML tag and linkto tag with respect to links in PDF export.
11/09/2024Add new section on Liquid Toolchain.
30/07/2024Add information on how to define variables on the include tag.
07/06/2024Updated code conventions part code syntax on file inputs in collections
27/05/2024Add new attribute show_label on the file input tag
24/05/2024The HTML class usr-repeated-header makes the headers sticky on the Silverfin platform.
17/05/2024Add new filter transliterate on string filters
15/05/2024Add new filter reverse on array filters.
15/05/2024Add new filter md5 on string filters.
25/03/2024Add new HTML classes for grayed-out backgrounds and grayed bottom lines.
25/03/2024Add new attribute section_break for newpage tags.
28/02/2024Add information on document.link.
06/02/2024Add information on the company_type personal
25/01/2024Add information on the new tag radiogroup.
23/01/2024Update Liquid testing YAML syntax: added excluded_results attribute which allows you to omit irrelevant results in a liquid test.
16/01/2024Extend information on the import_title attribute, which is now also applicable to custom collections.
14/12/2023Add HTML classes for table cell border and background colors.
14/12/2023Add continue helper tag for iterations.
13/10/2023Update 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.
12/10/2023Add information about the first_name, laste_name and national_insurance_number for personal files to the Company drop
26/09/2023Add information about Dependencies and cache related to a template's result.
22/08/2023Extend XBRL documentation with information on hidden tags, prefixes and debugging.
01/06/2023Add information on dynamic variables.
01/06/2023Add more information on the persistent_id method on the person drop.
16/05/2023Add more information on how the Rollforward of as:file inputs works.
10/05/2023Add methods related to the mapping list to the period drop. The methods still work on the company drop but are being deprecated.
28/04/2023Add explanation on how total reconciliation difference is calculated in account templates How unreconciled works.
20/04/2023Add example on the use of unreconciled_value in the selected_accounts_and_reconciliation_texts drop.
08/03/2023Add warning on the maximum size of arrays.
13/02/2023Add information on escaping special characters in XBRL tags.
03/02/2023Add information on the invert attribute.
02/02/2023Add information on cache differences between input and export.
12/01/2023Add information on cached results in the Debug panel.
11/01/2023Add information on caching issues as "pitfalls" for Result.
11/01/2023Add information about Dependencies and cache.
28/11/2022Add information about adding a document to the people's drop.
25/11/2022Add information about Debug panel.
07/11/2022Control flow page has been updated to include some information about checking on blank vs zero.
17/10/2022Added information about Export files in XBRL.
19/09/2022Updated information about use of unreconciled in ic/nic/fori:

- How unreconciled works
- General best practices
22/08/2022Added information about rounding configuration:

- Rounding configuration
- add_rounding_difference filter
- rounding methods on accounts
17/08/2022Added new category for Liquid testing, with guidelines and information regarding YAML syntax.
08/08/2022Added information about persistent_id.
04/08/2022Update company drop for the new marketplace mapping list id.
22/07/2022Updated the section on comparing dates.
15/07/2022Added information about at_least and at_most filters.
08/07/2022Added information about filter strip_html.
08/07/2022Edited 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.
30/06/2022Added information about filter multiline_table.
27/06/2022Added information regarding analytical and consolidation files in: analytical_type_(0..x)_codes , company & Filters
21/06/2022Added documentation on newpage tag.
25/04/2022Added another filter option for Allow false with associated details on how this works.
21/04/2022Added information about new localized filter, to support multiple languages on text input fields.
11/03/2022Styling page has been updated to include some missing HTML tags. Tables have been removed from this page.
15/02/2022Added information about drops in styles: export, page_title, page, selected_accounts_and_reconciliation_texts, toc & toc_with_title_pages
14/02/2022Added information about max size attribute.
29/06/2021Added filter string_value.
29/06/2021Added information about assigning default to boolean in liquid guidelines.
29/06/2021Added information about assigning a default to a variable with link to another template in liquid guidelines.
29/06/2021Added information of date format in inputs section.
29/06/2021Added information about accounts_var.
25/06/2021Updated information about date comparisons.
24/06/2021Removed currency_dc.
24/06/2021Added information about invert filter for currency.
20/04/2021Added information about files in rollforward section.
14/04/2021Added section about Array indices.
14/04/2021Possible implication of the newline tag has been added.
14/04/2021Information about capitalize added.
08/04/2021Information about Currencyconfiguration tag has been added.
20/01/2021Updated debit_value method for Account and Accounts drops.
29/12/2020New User drop. Added information about: newline_to_br, url_encode, url_decode, document and documents.
16/11/2020Reconciliations section has been updated, by adding the information about the starred attribute.
24/09/2020Information about Push & Pop tags has been added.
24/09/2020Adjustment button section has been updated, by adding the information about the purpose attribute.
22/09/2020Company section has been updated, by adding the information about the account_mapping_list and account_mapping_list.id.
08/09/2020Company section has been updated, by adding the information about the company_type.
29/07/2020Added guideline about naming custom drops.
24/07/2020Updated Info text, warnings and unreconciled indicators section.
24/07/2020Added guideline about impact on other templates
07/07/2020How unreconciled works section was added.
07/07/2020UX guidelines: Info text, warnings and unreconciled indicators section has been updated, by adding information about the warning text.
07/07/2020UX guidelines: Input fields section has been updated, by adding information about the placeholders.
07/07/2020Input section has been updated, by adding the information about the required attribute.
07/07/2020Added information about the 'current_reconciliation' drop.
06/07/2020Added information about "active_directors" and "active_directors_on" filters for directors drop.
24/06/2020Added section for Helper variables that can be used in a For Loop iteration.
19/06/2020Added method exists? tho the Reconciliation section.
12/06/2020Added the section Account number to the Liquid Guidelines.
02/06/2020Updated the contains operator section.
25/05/2020Added mapped_account to the Account drop method's list.
18/05/2020Update related to the use of text in the Virtual account numbers.
04/05/2020Translations section has been updated with the information related to defaults and variables (previously allocated in the Guidelines).
15/04/2020Signmarker documentation has been added to the Tags section.
06/04/2020Styling section has been updated, by adding the information about the indentation.
30/03/2020Number section has been updated, by adding the information about the ceil.
30/03/2020Custom section has been updated, by adding the information about the .persisted.
30/03/2020Information about the Addnewinputs tag has been added.
10/02/2020Liquid guidelines: Information about mandatory fields, translations tags and if statements has been added.
07/02/2020UX guidelines: Input fields section has been updated, by adding information about the dropdown menu, account selector and mandatory field.
23/01/2020Information about the mandatory field (required attribute) has been added to Input section.
10/01/2020UX guidelines: Reconciliation of a template section has been updated.
10/01/2020UX guidelines: Info text, warnings and unreconciled indicators section has been updated, by adding the information about the unreconciled indicator.
10/01/2020UX guidelines: Input fields section has been updated, by adding the information about the mandatory fields.
10/01/2020UX guidelines: Input fields section has been updated, by adding the information about the attachments.
08/01/2020Information about the Result tag in a loop has been added.
19/12/2019Information about the following Iterations tags has been added: break, limit, offset, reversed.
18/12/2019Array section has been updated, by adding the information about the concat tag.
28/06/2019Placeholder_default has been deprecated.
19/06/2019Information about the Translations tag has been added.
17/06/2019Documentation concerning result tags has been added.
21/04/2019Markdown code to show how lists are used has been added.

Updated about 7 hours ago