Video outline

Silverfin database

The Silverfin database consists of all data a client has entered into Silverfin in some way. Using liquid, we can access this data in order to use it for display, calculations, reconciliations etc. in our templates.

For each company in Silverfin the data is categorized into three key groups which are company, period and user.

Company data includes data such as company name, address, reporting frequency and VAT number.

Period data includes specific data such as year end dates, but also it includes other sub-categories of data such as accounts, reconciliations and people. By working in Silverfin you will notice that, not in the last place because Silverfin is accounting software, most of the data you work with is tied to a period.

User data is the least important group as it only contains two specific data items.

The Silverfin database can be accessed using liquid, via code elements which we refer to as ‘drops’.

Database structure

By working in liquid and consulting the documentation page regularly, you will get to learn how drops relate to each other. Some drops include individual data items you can access, while others include full drops of data items. ‘Sub-drops’ so to say. This is what we refer to as the ‘database structure’.

Conclusion

User data in Silverfin, such as company or account data, is categorized so we can specifically access this data from liquid

The next classes will give you more insight in how to use the company, people, period and account drops in order to access and use the database in templates.