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.
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
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
Related Example: Another company file/dossier might have Company ID: 903934
URL Structure
Format: https://live.getsilverfin.com/f/{FirmID}/{Company_ID}/...
Example: https://live.getsilverfin.com/f/098988/903933/...
Sync References
Definition: In Silverfin, this refers to what is often called a company list in other contexts
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
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
Ledger
Definition: Behind each period there is a ledger where the data is stored. This means that a ledger is the same as a period.