How to export the allocation of profit or loss?

Templates Exports
1

Hi,

I want to know if it’s possible to export from Silverfin the allocation of profit or loss so it’s easier to record this in the accounting ?

Something like :

140000 XXX

To 790000 XXX

Thanks,

Sarah

2

Hi @sarah_dwn!

Thanks for your question. Could you provide a bit more detail about what you’re trying to achieve?

Also, when you mention “export,” do you mean exporting to an Excel file, a PDF file, or another format?

Kind regards

Delphine

3

Hi @Delphine_Demeulenaer,

I would like to export from Silverfin as a PDF the accounting entry from the allocation of profit en loss like the screen here after.
(this is a screen from my previous software)

image
image699×183 10.6 KB

Thanks for your help.

Kind regards,

Sarah

4

Hi @sarah_dwn ,

Apologies for the delayed reply.

Is the allocation of profit and loss done through adjustments in Silverfin? In that case you can include them in PDF export indeed by drag and dropping the adjustments box in the export screen.

image
image2374×1562 168 KB

Does this answer your question?

Kind regards,

Robin

5

Hi @robindeclercq,

Thanks for your reply.

Allocation is not done in Silverfin. In our previous software, the software itself proposed an assignment of the result. We ‘only’ had to copy this assignment. And I was looking to do the same in Silverfin.

Thanks for your help.

Kind regards

6

Hi @sarah_dwn ,

Yeah in that case you won’t be able to export this from Silverfin - but wouldn’t it make more sense to export it from the software where the allocation is done?

Either way, let me know if you have any more questions!

Have a nice day!

Kind regards,

Robin