{"id":48683,"date":"2024-04-22T09:10:41","date_gmt":"2024-04-22T09:10:41","guid":{"rendered":"https:\/\/silverfin.com\/?p=48683"},"modified":"2026-02-17T05:56:19","modified_gmt":"2026-02-17T05:56:19","slug":"product-new-interface","status":"publish","type":"post","link":"https:\/\/silverfin.com\/en-gb\/resources\/product-new-interface\/","title":{"rendered":"Product news: Streamlining workflows with improved navigation and review"},"content":{"rendered":"\n<p>Preparing and reviewing a set of accounts can be a juggling act.&nbsp; Hunting for the data, document or email you know the client sent you, swapping between different systems and screens or thumbing through a client file to find a partner\u2019s review comments?<\/p>\n\n\n\n<p>With Silverfin software those frustrations disappear. By integrating as much as possible into one environment: all communications, supporting documentation and review comments are stored in-context digitally with your client file.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>This is an essential part of how accountants work with Silverfin &#8211; almost 4 million reviews and remarks were logged on client files by Silverfin users in the UK last year!&nbsp;<\/p>\n\n\n\n<p>But, we believe in even better.&nbsp; So, our usability experts spent the last few months gathering feedback from customers on how we could optimise their day-to-day experience further.&nbsp; We know shaving off a few seconds or minutes per file can significantly increase time savings, and reduce costs of service delivery across the firm.&nbsp;<\/p>\n\n\n\n<p>So today we\u2019re excited to unveil a redesign of the Silverfin user interface which means you can complete your work even faster,&nbsp;<\/p>\n\n\n\n<p>Prefer to watch the webinar?&nbsp; Check it out <strong><a href=\"https:\/\/getsilverfin.wistia.com\/medias\/72yz1nt2r3\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/strong>.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-navigate-like-a-pro-nbsp\"><strong>Navigate like a Pro<\/strong>&nbsp;<\/h2>\n\n\n\n<p>So what\u2019s new?&nbsp; We\u2019ve introduced a new expandable \u2018tree structure\u2019 down the left hand side of the screen, which allows preparers to quickly locate the desired template or lead schedule, and then navigate to other templates in just a couple of clicks.&nbsp; Even better, it\u2019ll remember where you were if you navigate away from this screen.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>We\u2019ve expanded the heavily-used search and filter option into this main working screen,&nbsp; templates and the review screen too, so you can jump around the client file at lightning speed.&nbsp; There\u2019s also a new shortcut to open the communications panel so you won\u2019t miss any notes that have been added to a file.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"639\" src=\"https:\/\/silverfin.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-03-at-10.56.23-1024x639.png\" alt=\"Silverfin's new user interface relfects customer feedback\" class=\"wp-image-48783\" srcset=\"https:\/\/silverfin.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-03-at-10.56.23-1024x639.png 1024w, https:\/\/silverfin.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-03-at-10.56.23-300x187.png 300w, https:\/\/silverfin.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-03-at-10.56.23-768x479.png 768w, https:\/\/silverfin.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-03-at-10.56.23-50x31.png 50w, https:\/\/silverfin.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-03-at-10.56.23-1600x999.png 1600w, https:\/\/silverfin.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-03-at-10.56.23-1536x959.png 1536w, https:\/\/silverfin.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-03-at-10.56.23-2048x1278.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-more-robust-review-process\"><strong>A more robust review process<\/strong><\/h2>\n\n\n\n<p>To increase trust and transparency in the review workflow, we also made some important changes to avoid any changes to client files accidentally slipping through the net. Now, when a preparer makes an adjustment to an account or reconciliation that had already been signed off, they\u2019ll get a warning pop-up to make the template unreviewed again. Managers will also see an audit log of any changes, highlighting what further review steps are needed.&nbsp;&nbsp;<\/p>\n\n\n\n<p>With our new search and filter options, managers or partners can skip straight to parts of the file they haven\u2019t yet reviewed, instantly search by account name or number, or simply head straight for those templates with notes or to dos attached.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-easier-period-comparison\"><strong>Easier period comparison<\/strong><\/h2>\n\n\n\n<p>For reviewers, the side-by-side period comparison screen is something our customers told us they love. For example, if you\u2019re working on a client\u2019s corporation tax, having this year&#8217;s and last year\u2019s computations next to each other on screen just makes the process easier.&nbsp; We added a new toggle to switch this comparison view off and on, and the system now remembers the last period you compared against- saving a few seconds every time you come back to these reviews.&nbsp;<\/p>\n\n\n\n<p>You can also now review a template from within a template.&nbsp; So, no more swapping backwards and forwards between review and working screens.&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" id=\"h-see-for-yourself\"><strong>See for yourself<\/strong>:<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/getsilverfin.wistia.com\/medias\/n1j21sy732\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/qVAP1nKa1WGC6UHpztD-rhX5Mz8mvDtYhmd1hskp4P-FotiR8OXN8F-gjexZ_CriDMFr8JUBfhR-xgfFx_23UVume1NxcotNATrEqDeKnBR16-W9bMkhqucjI7liVCJo2EO5ERNZJ7tVQEz-VLHSJEo\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-centric-product-development-nbsp\"><strong>Customer-centric product development&nbsp;<\/strong><\/h2>\n\n\n\n<p>We\u2019re excited to roll out these improvements to our software.&nbsp; And extend a massive thanks to all our customers whose feedback helps shape our software &#8211; helping everyone in the Silverfin community work smarter!<\/p>\n\n\n\n<p>Look out for more enhancements coming soon!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Preparing and reviewing a set of accounts can be a juggling act.&nbsp; Hunting for the data, document or email you know the client sent you, swapping between different systems and screens or [&hellip;]<\/p>\n","protected":false},"author":94,"featured_media":48776,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[462],"tags":[290,337,360,395,442],"class_list":["post-48683","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog-en-gb","tag-uk","tag-blog","tag-strategy-en-gb","tag-data-en-gb","tag-webinar"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Improved Navigation Streamlines Workflows and Reviews | Silverfin<\/title>\n<meta name=\"description\" content=\"Discover how Silverfin\u2019s updated interface makes managing reviews and closing remarks easier for Central &amp; 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