The product team at Silverfin have been busy in Q1 of 2023 and, in response to customer feedback, we’ve beefed up our audit functionality. First, you’ve got new Template level audit logs. Enhancements last year to the audit log allowed more granular information to be tracked and displayed for a specific period in client files. Now, this latest development allows users to see updates affecting the account templates and reconciliations within the template itself.
You’ll see a new tab “Audit logs” added to the communication pane, alongside the existing notes, to-dos and checks that can be accessed whenever you’re in a template. Much more convenient, we think you’ll agree. And, because this change was so well received, we decided to add audit logs to the workflow review screen too.
Managers can now quickly and easily see what has changed at the same time as reviewing workflows, without having to click anywhere else, making it so much simpler to identify what’s changed. Obviously, the more relevant information you get without searching or clicking, the faster you can do your job and the more streamlined your review process will be.
Another notable usability improvement is in the layout of the audit information, audit log / template column. You can now easily see the name of the account or reconciliation in a separate column, making it easy to understand what the audit entry relates to.
Finally, users can also take advantage of our neat new shortcut for adjustments. The platform shows an ‘Adjustment’ button when hovering over an account link and when looking at the accounts in a collection. Click that button and we’ll fill in the account in the New Adjustment page. Moreover, when you’ve added the adjustment, we’ll redirect you back to the reconciliation you were working on, so you can continue where you left off. Another little time-saving trick we’ve added!