This page provides a comprehensive dictionary of key terms and definitions used within the Silverfin platform. Each term is explained clearly, with examples where applicable, to help users better understand the terminology.
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Firm ID
- Definition: The unique identifier for an accountancy firm in Silverfin
- Format: A number between 1 and 6 digits
- Example: Accountancy firm "SFX" might have Firm ID: 098988
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Company ID
- Definition: The unique identifier for a client file/dossier/company file in Silverfin
- Format: A number in digits
- Example: A company file/dossier might have Company ID: 903933
- Another company file/dossier might have Company ID: 903934
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URL Structure
- Format:
https://live.getsilverfin.com/f/{FirmID}/{Company_ID}/... - Example:
https://live.getsilverfin.com/f/098988/903933/...
- Format:
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Sync references
- Definition: In Silverfin, this refers to what is often called a company list in other contexts
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Do Not Sync Until Date
- Definition: Also known as a Sync start date
- Purpose: The date before which data will not be synchronised
- Note: Can be set up by the customer within Silverfin
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Sync entity
- Definition: An entity that the user can select in a company/client file to establish the connection between the correct company/client file and the bookkeeping software