# Silverfin Documentation > Documentation for Silverfin ## STL Documentation: Silverfin Templating Language - [Where to start?](https://developer.silverfin.com/docs/where-to-start.md): Learn how to make your own Silverfin templates - [Styling](https://developer.silverfin.com/docs/styling-1.md): How to style your text? - [Tags](https://developer.silverfin.com/docs/tags.md): Put some logic in your code. - [Input](https://developer.silverfin.com/docs/input.md): With inputs tags you can create input fields in the Silverfin templating language. - [Iterations](https://developer.silverfin.com/docs/iterations.md): The iteration tag allows code to be executed repeatedly. - [Include](https://developer.silverfin.com/docs/parts-include.md): With the include tag you can access code stored in parts - [Linkto](https://developer.silverfin.com/docs/linkto.md): The linkto tag creates a link that lets you jump to another template or section - [Adjustment button](https://developer.silverfin.com/docs/adjustment-button.md): The adjustment button tag is used to make an adjustment - [Signmarker](https://developer.silverfin.com/docs/signmarker.md): The signmarker tag is used to allow the integration with third parties that provides digital signing services. - [New page](https://developer.silverfin.com/docs/new-page.md): The newpage tag generates page breaks in PDF export. - [Radiogroup](https://developer.silverfin.com/docs/radiogroup.md): With the radiogroup tag you can add radio buttons to your templates. - [Inputvalidation](https://developer.silverfin.com/docs/inputvalidation.md): With the `input_validation` you can validate how data is created. - [budgets](https://developer.silverfin.com/docs/budgets.md): Through the budgets drop you can access information from the available budgets in a company - [company](https://developer.silverfin.com/docs/company.md) - [consolidated_companies](https://developer.silverfin.com/docs/consolidated_companies.md) - [external_companies](https://developer.silverfin.com/docs/external_company.md) - [firm ](https://developer.silverfin.com/docs/firm.md) - [period](https://developer.silverfin.com/docs/period.md) - [reconciliation](https://developer.silverfin.com/docs/reconciliation.md) - [Filters](https://developer.silverfin.com/docs/filters.md): Manipulate your data - [Array](https://developer.silverfin.com/docs/array-filters.md): An array is a collection of data elements. - [Date and time](https://developer.silverfin.com/docs/date.md) - [Localized](https://developer.silverfin.com/docs/localized.md) - [Number](https://developer.silverfin.com/docs/number-filters.md) - [String](https://developer.silverfin.com/docs/string-filters.md) - [HTML tables](https://developer.silverfin.com/docs/html-tables.md) ## STL Documentation: conventions - [Code syntax](https://developer.silverfin.com/docs/code-syntax.md) - [Code structure ](https://developer.silverfin.com/docs/code-architecture-code-structure.md) - [Code structure: Export files](https://developer.silverfin.com/docs/code-structure-export-files.md) - [Code structure: Functions through shared parts](https://developer.silverfin.com/docs/code-structure-functions-through-shared-parts.md) - [Code structure: Centralise code in shared parts](https://developer.silverfin.com/docs/centralise-code-in-shared-parts.md) - [Dataflow](https://developer.silverfin.com/docs/dataflow.md) - [Dataflow: How to store data from integrations](https://developer.silverfin.com/docs/dataflow-how-to-store-data-from-integrations.md) - [Dataflow: Common Template patterns ](https://developer.silverfin.com/docs/dataflow-common-template-patterns.md) - [Dataflow: Rollforward logic over previous-year results](https://developer.silverfin.com/docs/dataflow-rollforward-logic-over-previous-year-results.md) - [Dataflow: Avoid circular reference errors](https://developer.silverfin.com/docs/dataflow-use-custom-variables-instead-of-results.md) - [Dataflow: Minimise dependency chains](https://developer.silverfin.com/docs/dataflow-minimise-dependency-chains.md) - [🆕 Page layout ](https://developer.silverfin.com/docs/page-layout.md) - [Typography ](https://developer.silverfin.com/docs/typography-and-font-style.md) - [Layout components](https://developer.silverfin.com/docs/page-content-and-structure.md) - [🆕 Feedback system](https://developer.silverfin.com/docs/feedback-system-overview.md) - [Banner](https://developer.silverfin.com/docs/banner.md) - [Reconcilation icons](https://developer.silverfin.com/docs/reconcilation-indicators.md) - [Other icons](https://developer.silverfin.com/docs/other-indicators.md) - [🆕 Add Content Button (Manual fori)](https://developer.silverfin.com/docs/add-content-button-manual-fori.md) - [🆕 Changelog ](https://developer.silverfin.com/docs/changelog-1.md) ## STL Documentation: Useful information - [Creating HTML tables](https://developer.silverfin.com/docs/creating-html-tables.md) - [Whitespace in templates on the Silverfin platform](https://developer.silverfin.com/docs/whitespace-on-the-silverfin-platform.md): This section describes the particularities about whitespace on the Silverfin platform - [Cross-company data](https://developer.silverfin.com/docs/cross-company-data.md) - [Template performance: How to write performant Liquid code](https://developer.silverfin.com/docs/template-performance-how-to-write-performant-liquid-code.md): This page is dedicated to template performance, and how Liquid code and template/workflow architecture impacts template performance. - [Changelog](https://developer.silverfin.com/docs/changelog.md): Learn how to make your own Silverfin templates ## STL Documentation: Liquid toolchain - [Remote development](https://developer.silverfin.com/docs/remote-development.md) - [Installation guide](https://developer.silverfin.com/docs/installation-guide.md): Access rights, tools, configurations etc. Admin rights required. - [Git Repositories](https://developer.silverfin.com/docs/git-repositories.md): Leverage git repositories to develop templates together seamlessly - [Template development](https://developer.silverfin.com/docs/template-development.md): Guidance on how to approach template development with the Silverfin CLI - [Advanced git commands](https://developer.silverfin.com/docs/advanced-git-commands.md): Guidance on using git commands to alter your version control history ## STL Documentation: Liquid testing - [Liquid testing YAML syntax](https://developer.silverfin.com/docs/liquid-testing.md) ## STL Documentation: Liquid academy - [HTML Tables: Styling & logic](https://developer.silverfin.com/docs/html-tables-styling-logic.md) ## API Documentation - [Authentication](https://developer.silverfin.com/reference/authentication.md) ## API Documentation: Silverfin API - [Postman Library Setup](https://developer.silverfin.com/reference/postman-library-setup.md) - Authentication - [Access Token & Refresh Token](https://developer.silverfin.com/reference/post_f-firm-id-oauth-token.md): Perform a POST request to /oauth/token with parameters client_id, client_secret, code, redirect_uri and grant_type=authorization_code. After following these steps, you will have an access token and a… - [Authorize](https://developer.silverfin.com/reference/authorizeuser.md): Generates an OAuth authorization URL that redirects users to authenticate and authorize your application. Use this URL to initiate the OAuth flow by redirecting users to the authorization page. The… - Account Mapping Lists - [List all mappings in an account mapping list.](https://developer.silverfin.com/reference/getaccountmappingbyaccountmappinglistid.md): List all mappings in an account mapping list.
Required scope(s): `administration:read` - [List all account mapping lists](https://developer.silverfin.com/reference/getaccountmappinglists.md): List all account mapping lists.
Required scope(s): `administration:read` - Accountancy Synchronisation Entities - [List all accountancy synchronisation entities](https://developer.silverfin.com/reference/getaccountancysyncentities.md): List all accountancy synchronisation entities.
Required scope(s): `administration:read` - Accounts - [Create new account](https://developer.silverfin.com/reference/createnewaccount.md): It is possible that not all of the custom_name_locale/original_name_locale fields that this endpoint will accept will end up being used. The exact list will depend on the locales which are enabled… - [Get content of an account](https://developer.silverfin.com/reference/getaccountcontent.md): Get content of an account.
Required scope(s): `administration:read` - [List all company accounts](https://developer.silverfin.com/reference/getcompanyaccounts.md): List all company accounts.
Required scope(s): `administration:read` - [Update an account](https://developer.silverfin.com/reference/updateaccountcontent.md): It is possible that not all of the custom_name_locale fields that this endpoint will accept will end up being used. The exact list will depend on the locales which are enabled for the relevant… - [Update a batch of accounts](https://developer.silverfin.com/reference/updatebatchaccountcontent.md): Update a batch of accounts.
Required scope(s): `administration:write` - App - [Destroy an app link](https://developer.silverfin.com/reference/deleteapplink.md): Destroy an app link.
Required scope(s): `links` - [List all links for the current app & user](https://developer.silverfin.com/reference/getapplinkbyuser.md): List all links for the current app & user.
Required scope(s): `links` - [Register an app link](https://developer.silverfin.com/reference/createapplink.md): You can register a link in a specific menu in Silverfin to send a user from a context in Silverfin to your service or app. This can be useful for things like e-signing flows, data integrations and… - Budgets - [List account ids of a given budget](https://developer.silverfin.com/reference/getbudgetentryaccountids.md): List account ids of a given budget.
Required scope(s): `financials:read` - [List end dates of a given budget](https://developer.silverfin.com/reference/getbudgetentryenddates.md): List end dates of a given budget.
Required scope(s): `financials:read` - [List budget entries for given account_ids and end_dates](https://developer.silverfin.com/reference/getbudgetentrieslistbyaccountid.md): You can search the entries in a given budget by providing account_ids and end_dates. There is a limit of 100 account_ids and 24 end_dates per request. An example request would be:… - [Details of a given budget](https://developer.silverfin.com/reference/getbudgetentrycontent.md): Details of a given budget.
Required scope(s): `financials:read` - [List all budgets](https://developer.silverfin.com/reference/getbudgetentrieslist.md): List all budgets.
Required scope(s): `financials:read` - Client Meetings - [Upload attachment](https://developer.silverfin.com/reference/createclientmeetingattachment.md): Upload an attachment to the current client meeting for the specified company. A meeting can have up to 5 attachments. Upload one file per request — call this endpoint repeatedly to attach multiple… - [List completed client meetings](https://developer.silverfin.com/reference/getclientmeetingslist.md): List the completed client meetings for the specified company, ordered by most recently completed first.
Required scope: `client_meetings:read` - [Get a client meeting](https://developer.silverfin.com/reference/getclientmeeting.md): Get a single client meeting for the specified company, including its items (talking points, action points and titles in meeting order), attachments and links.
Required scope:… - [Get the current client meeting](https://developer.silverfin.com/reference/getcurrentclientmeeting.md): Get the current (in progress) client meeting for the specified company, including its items (talking points, action points and titles in meeting order), attachments and links.
Required… - Companies - [Get the people of a company](https://developer.silverfin.com/reference/getallpeople.md): Get the people of a company.
Required scope(s): `administration:read` - [Update the people of a company](https://developer.silverfin.com/reference/updateallpeople.md): Update the people of a company.
Required scope(s): `administration:write` - [List all archived companies](https://developer.silverfin.com/reference/getarchivedcompanylist.md): List all archived companies.
Required scope(s): `administration:read` - [List all companies](https://developer.silverfin.com/reference/getcompanies.md): List all companies.
Required scope(s): `administration:read` - [Add a company](https://developer.silverfin.com/reference/createcompany.md): Add a company.
Required scope(s): `administration:write` - [Get custom company parameters](https://developer.silverfin.com/reference/getcompanycustomproperties.md): Get custom company parameters.
Required scope(s): `administration:read`` - [Post a custom property to a company](https://developer.silverfin.com/reference/createcompanycustomproperty.md): Post a custom property to a company.
Required scope(s): `administration:write` - [List all followers of a company](https://developer.silverfin.com/reference/getcompanyfollowers.md): List all followers of a company.
Required scope(s): `administration:read` - [Add a follower to a company by id](https://developer.silverfin.com/reference/createcompanyfollowerbyid.md): Add a follower to a company by id.
Required scope(s): `administration:write` - [Remove a follower from a company by id](https://developer.silverfin.com/reference/deletecompanyfollowerbyid.md): Remove a follower from a company by id.
Required scope(s): `administration:write` - [Archive a company](https://developer.silverfin.com/reference/deletecompany.md): Archive a company.
Required scope(s): `administration:write` - [Get details on a specific company](https://developer.silverfin.com/reference/getcompanydetails.md): Get details on a specific company.
Required scope(s): `administration:read` - [Update a company](https://developer.silverfin.com/reference/updatecompanydetails.md): Update a company.
Required scope(s): `administration:write` - [List all users that have access to a company](https://developer.silverfin.com/reference/getcompanyuserlist.md): List all users that have access to a company.
Required scope(s): `administration:read` - [Add a user to a company by id](https://developer.silverfin.com/reference/createcompanyuserbyid.md): Add a user to a company by id.
Required scope(s): `administration:write` - [Remove a user from a company by id](https://developer.silverfin.com/reference/deletecompanyuserbyid.md): Remove a user from a company by id.
Required scope(s): `administration:write` - [Unarchive a company](https://developer.silverfin.com/reference/updatearchivedcompany.md): Unarchive a company.
Required scope(s): `administration:write` - Company Templates - [List all client templates](https://developer.silverfin.com/reference/getclienttemplateslist.md): List all client templates.
Required scope(s): `administration:read` - Exports - [Get content of an export file instance](https://developer.silverfin.com/reference/getexportfileinstancecontent.md): Get content of an export file instance.
Required scope(s): `financials:read` - [List all export file instances](https://developer.silverfin.com/reference/getexportfileinstanceslist.md): List all export file instances.
Required scope(s): `financials:read` - [Create a new export file instance](https://developer.silverfin.com/reference/createexportfileinstance.md): Export file instances are created based on a an export file through the export_file_id.
They are created asynchronously, so when you create an export file instance, you get back the id and the… - [List all export files](https://developer.silverfin.com/reference/getexportfileslist.md): List all export files.
Required scope(s): `financials:read` - [Get details of an export pdf instance](https://developer.silverfin.com/reference/getexportpdfinstancecontent.md): Get details of an export pdf instance.
Required scope(s): `financials:read` - [Move an export pdf instance to the documents](https://developer.silverfin.com/reference/moveexportpdfinstancetodocuments.md): Move an export pdf instance to the documents.
Required scope(s): `financials:write` - [List all export pdf instances](https://developer.silverfin.com/reference/getexportpdfinstanceslist.md): List all export pdf instances.
Required scope(s): `financials:read` - [Create a new export pdf instance](https://developer.silverfin.com/reference/createexportpdfinstance.md): Export PDF instances are created based on a template passed through the export_pdf_id. They are created asynchronously, so when you create an export PDF instance, you get back the id and the current… - [List all export pdf styles](https://developer.silverfin.com/reference/getexportpdfslist.md): List all export pdf styles.
Required scope(s): `financials:read` - Financials - [Get all custom parameters of an account for this period](https://developer.silverfin.com/reference/getaccountcustomproperties.md): Get all custom parameters of an account for this period.
Required scope(s): `financials:read` - [Post a custom property to an account](https://developer.silverfin.com/reference/createaccountcustomproperties.md): Submit one or more custom properties by posting an array in properties containing objects with namespace, key and value.
Required scope(s): `financials:write` - [Delete a custom property from an account](https://developer.silverfin.com/reference/deleteaccountcustomproperty.md): Removes a custom property from an account.
Required scope(s): `financials:write` - [Get information about the account values for this period](https://developer.silverfin.com/reference/getaccountcontentbyperiodid.md): Get information about the account values for this period.
Required scope(s): `financials:read` - [Adapt information for the account for this period](https://developer.silverfin.com/reference/updateaccountcontentbyperiodid.md): Currently the settings you can adapt on period are the account_reconciliation_template or the starred status. **account_reconciliation_template** When account_reconciliation_template is set, the… - [List values of all accounts for this period](https://developer.silverfin.com/reference/getaccountsvaluesbyperiodid.md): List values of all accounts for this period.
Required scope(s): `financials:read` - [Destroy an adjustment](https://developer.silverfin.com/reference/deleteadjustment.md): Destroy an adjustment.
Required scope(s): `financials:write` - [Update an adjustment](https://developer.silverfin.com/reference/updateadjustment.md): Update an adjustment.
Required scope(s): `financials:write` - [List all adjustments](https://developer.silverfin.com/reference/getadjustmentslist.md): List all adjustments.
Required scope(s): `financials:read` - [Create a new adjustment](https://developer.silverfin.com/reference/createadjustment.md): Create a new adjustment.
Required scope(s): `financials:write` - [List all analytical dimensions](https://developer.silverfin.com/reference/getanalyticaldimensionslist.md): List all analytical dimensions.
require scope(s): `financials:read` - [List all balances](https://developer.silverfin.com/reference/getbalanceslist.md): List all balances.
Required scope(s): `financials:read` - [Get all open transactions](https://developer.silverfin.com/reference/getopentransactions.md): This fetches all currently open transactions (payables & receivables) for a specific company.
Required scope(s): `financials:transactions:read` - [Delete a period specific document.](https://developer.silverfin.com/reference/deleteperiodspecificdocument.md): The document will be removed in all accounts and reconciliations where it is currently attached.
Required scope(s): `financials:read` - [Replace a period specific document.](https://developer.silverfin.com/reference/replaceperiodspecificdocument.md): The document will be replaced in all accounts and reconciliations it is currently attached.
The old document will not be accessible after this.
Required scope(s): `financials:read` - [List all documents uploaded to templates.](https://developer.silverfin.com/reference/getperiodspecificdocumentslist.md): This will only show documents on reconciliations or accounts, if the document is on the period or company it will not appear here
Required scope(s): `financials:read` - [Get all custom parameters of a permanent text](https://developer.silverfin.com/reference/getpermanenttextcustomproperties.md): Get all custom parameters of a permanent text.
Required scope(s): `financials:read` - [Post a custom property to a permanent text](https://developer.silverfin.com/reference/createpermanenttextcustomproperties.md): Submit one or more custom properties by posting an array in properties containing objects with namespace, key and value. You can destroy an item by setting the value to nil when there are no… - [Get detail of a permanent text for this period](https://developer.silverfin.com/reference/getpermanenttextcontent.md): Get detail of a permanent text for this period.
Required scope(s): `financials:read` - [Update Permanent Text](https://developer.silverfin.com/reference/updatepermanenttext.md): Update Permanent Text.
Required scope(s): `financials:write` - [Get all results of a permanent text for this period](https://developer.silverfin.com/reference/getpermanenttextresults.md): Get all results of a permanent text for this period.
Required scope(s): `financials:read` - [Get all sign markers in a permanent text for this period](https://developer.silverfin.com/reference/getpermanenttextsignmarkers.md): Get all sign markers in a permanent text for this period.
Required scope(s): `financials:read` - [List all permanent texts](https://developer.silverfin.com/reference/getpermanenttextslist.md): List all permanent texts.
Required scope(s): `financials:read` - [Create a permanent text](https://developer.silverfin.com/reference/createpermanenttext.md): To create a permanent text you need to supply firm permanent text id as from_template_id.
Required scope(s): `financials:write` - [Delete a custom property from a reconciliation](https://developer.silverfin.com/reference/deletereconciliationtextcustomproperty.md): Delete a custom property from a reconciliation.
Required scope(s): `financials:write` - [Get all custom parameters of a reconciliation for this period](https://developer.silverfin.com/reference/getreconciliationtextcustomproperties.md): Get all custom parameters of a reconciliation for this period.
Required scope(s): `financials:read` - [Post a custom property to a reconciliation](https://developer.silverfin.com/reference/createreconciliationtextcustomproperties.md): You can either submit one custom property by posting a namespace, key and value, or you can submit a bunch by submitting an array in properties containing objects with namespace, key and value. You… - [Get detail of a reconciliation text for this period](https://developer.silverfin.com/reference/getreconciliationtextcontent.md): Get detail of a reconciliation text for this period.
Required scope(s): `financials:read` - [Update the starring status of a reconciliation for this period](https://developer.silverfin.com/reference/updatereconciliationtextstarringstatus.md): When starred is set to true, the reconciliation will be starred in this period and all future periods. When starred is set to false, the reconciliation will be unstarred in this period.
… - [Get all results of a reconciliation for this period](https://developer.silverfin.com/reference/getreconciliationtextresults.md): Get all results of a reconciliation for this period.
Required scope(s): `financials:read` - [Get all sign markers in a reconciliation text for this period](https://developer.silverfin.com/reference/getreconciliationtextsignmarkers.md): Get all sign markers in a reconciliation text for this period.
Required scope(s): `financials:read` - [List all reconciliations](https://developer.silverfin.com/reference/getreconciliationtexts.md): Please note: only the starred field in each reconciliation of the response is period-specific and may vary across periods.
requied scope(s): `financials:read` - [List all results in a specific report](https://developer.silverfin.com/reference/get_api-v4-f-firm-id-companies-company-id-periods-period-id-reports-report-id-results.md): List all results in a specific report.
Required scope(s): `financials:read` - [List all reports for a specific period](https://developer.silverfin.com/reference/getreportslist.md): List all reports for a specific period.
Required scope(s): `financials:read` - [Get all results of an account for this period](https://developer.silverfin.com/reference/getaccountresults.md): Get all results of an account for this period.
Required scope(s): `financials:read` - Groups - [List all companies in a group](https://developer.silverfin.com/reference/getcompaniesfromgrouplist.md): List all companies in a group.
Required scope(s): `administration:read` - [Add a company to a group by id](https://developer.silverfin.com/reference/addcompanytogroupbyid.md): Add a company to a group by id.
Required scope(s): `administration:write` - [Delete a company from a group by id](https://developer.silverfin.com/reference/deletecompanyfromgroupbyid.md): Delete a company from a group by id.
Required scope(s): `administration:write` - [Delete a group](https://developer.silverfin.com/reference/deletegroup.md): Delete a group.
Required scope(s): `administration:write` - [Delete a user from a group by id](https://developer.silverfin.com/reference/deleteuserfromgroupbyid.md): Delete a user from a group by id.
Required scope(s): `administration:read` - [List all users in a group](https://developer.silverfin.com/reference/getusersfromgrouplist.md): List all users in a group.
Required scope(s): `administration:read` - [Add a user to a group by id](https://developer.silverfin.com/reference/addusertogroupbyid.md): Add a user to a group by id. Only contributors, not external users, can be added to groups.
Required scope(s): `administration:write` - [List all groups](https://developer.silverfin.com/reference/getgroupslist.md): List all groups.
Required scope(s): `administration:read` - [Create a group](https://developer.silverfin.com/reference/creategroup.md): Create a group.
Required scope(s): `administration:write` - Insights - [Run an Insights segment](https://developer.silverfin.com/reference/runinsightssegment.md): Runs the segment for the authenticated user and returns immediately with a run reference and its status; it does not wait for the segment run to finish. The run only covers the companies the token's… - [Fetch the results of the latest run of an Insights segment](https://developer.silverfin.com/reference/getinsightssegmentresults.md): Returns the results of the authenticated user's latest run of the segment for the companies that user can access in Silverfin. This endpoint never starts a segment run. While a run is in progress a… - Live Export Documents - [Upload document for live document in export pdf instance](https://developer.silverfin.com/reference/createliveexportdocumentinexportpdfinstance.md): Upload document for live document in export pdf instance.
Required scope(s): `administration:write` - [List all live export documents](https://developer.silverfin.com/reference/getliveexportdocumentslist.md): List all live export documents.
Required scope(s): `administration:read` - [Add a new live export document](https://developer.silverfin.com/reference/createliveexportdocument.md): Add a new live export document.
Required scope(s): `administration:write` - [Get a live export document](https://developer.silverfin.com/reference/getliveexportdocument.md): Get a live export document.
Required scope(s): `administration:read` - [Update a live export document](https://developer.silverfin.com/reference/updateliveexportdocument.md): Update a live export document.
Required scope(s): `administration:write` - Periods - [Get custom period parameters](https://developer.silverfin.com/reference/getperiodcustomproperties.md): Get custom period parameters.
Required scope(s): `administration:read` - [Post a custom property to a period](https://developer.silverfin.com/reference/createperiodcustomproperties.md): Submit one or more custom properties by posting an array in properties containing objects with namespace, key and value.
Required scope(s): `administration:write` - [Get information about a single period](https://developer.silverfin.com/reference/getperioddetails.md): Get information about a single period.
Required scope(s): `communication:read, financials:read` - [Updates which periods should be public](https://developer.silverfin.com/reference/updateperiodspublicflag.md): Pass the end date of a known period to mark that period AND all the previous periods as public. The date must be the end date of an existing period. All periods that start after this date will become… - [List all periods of a company](https://developer.silverfin.com/reference/getperiods.md): List all periods of a company.
Required scope(s): `communication:read, financials:read` - [Add a period](https://developer.silverfin.com/reference/createperiod.md): Add a period.
Required scope(s): `financials:write` - Permanent - [Destroy a permanent document](https://developer.silverfin.com/reference/deletepermanentdocument.md): Destroy a permanent document.
Required scope(s): `permanent_documents:write` - [Get details for a single permanent document](https://developer.silverfin.com/reference/getpermanentdocumentcontent.md): Get details for a single permanent document (including expiring download url when there is an attachment).
Required scope(s): `permanent_documents:read` - [Update a permanent document](https://developer.silverfin.com/reference/updatepermanentdocument.md): Update a permanent document.
Required scope(s): `permanent_documents:write` - [Create a permanent document](https://developer.silverfin.com/reference/createpermanentdocument.md): Required scope(s): `permanent_documents:write` - [Destroy a permanent folder](https://developer.silverfin.com/reference/deletepermanentfolder.md): Destroy a permanent folder.
Required scope(s): `permanent_documents:write` - [Get content of permanent folder](https://developer.silverfin.com/reference/getpermanentfoldercontent.md): Get content of permanent folder.
Required scope(s): `permanent_documents:read` - [Update a permanent folder](https://developer.silverfin.com/reference/updatepermanentfolder.md): Update a permanent folder.
Creating or updating a permanent folder with a duplicate name will no longer create a new folder with numerical suffix, e.g. "Folder (1)", but instead yield a 422… - [Create a permanent folder](https://developer.silverfin.com/reference/createpermanentfolder.md): Create a permanent folder.
Creating or moving a permanent folder with a duplicate name will no longer create a new folder with numerical suffix, e.g. "Folder (1)", but instead yield a 422 error… - [Delete a permanent mail](https://developer.silverfin.com/reference/deletepermanentmail.md): Delete a permanent mail.
Required scope(s): `permanent_documents:write` - [Move permanent mail](https://developer.silverfin.com/reference/movepermanentmail.md): Move permanent mail.
Required scope(s): `permanent_documents:write` - Remarks - [List all comments for a specific remark](https://developer.silverfin.com/reference/getcommentslistfromremark.md): List all comments for a specific remark.
Required scope(s): `communication:read` - [Post a new comment to a specific remark](https://developer.silverfin.com/reference/createcomment.md): Post a new comment to a specific remark.
Required scope(s): `communication:write` - [Flag a remark as done or undone](https://developer.silverfin.com/reference/updateremarkflag.md): Flag a remark as done or undone.
Required scope(s): `communication:write` - [Delete a remark](https://developer.silverfin.com/reference/deleteremark.md): Delete a remark.
Required scope(s):`communication:write` - [List all remarks in a specific period](https://developer.silverfin.com/reference/getremarkslist.md): List all remarks in a specific period.
Required scope(s): `communication:read` - [Create a new remark in a period](https://developer.silverfin.com/reference/createremark.md): Create a new remark in a period.
Required scope(s): `communication:write` - Templates - [Remove an account template](https://developer.silverfin.com/reference/deleteaccounttemplate.md): Remove an account template.
Required scope(s): `administration:write` - [Show all properties of a certain account template](https://developer.silverfin.com/reference/getaccounttemplatecontent.md): Show all properties of a certain account template.
Required scope(s): `administration:read` - [Update an existing account template](https://developer.silverfin.com/reference/updateaccounttemplate.md): Update an existing account template.
Required scope(s): `administration:write` - [List all account templates in this firm](https://developer.silverfin.com/reference/getaccounttemplateslist.md): List all account templates in this firm.
Required scope(s): `administration:read` - [Create a new account template](https://developer.silverfin.com/reference/createaccounttemplate.md): Create a new account template.
Required scope(s): `administration:write` - [List all existing export file templates](https://developer.silverfin.com/reference/getexportfiletemplateslist.md): List all existing export file templates.
Required scope(s): `administration:read` - [Create a new export file template](https://developer.silverfin.com/reference/createexportfiletemplate.md): Create a new export file template.
Required scope(s): `administration:write` - [Get details of an export file template](https://developer.silverfin.com/reference/getexportfiletemplatecontent.md): Get details of an export file template.
Required scope(s): `administration:read` - [Update an existing export file template](https://developer.silverfin.com/reference/updateexportfiletemplate.md): Update an existing export file template.
Required scope(s): `administration:write` - [Delete an export file template](https://developer.silverfin.com/reference/deleteexportfiletemplate.md): Delete an export file template.
Required scope(s): `administration:write` - [List all permanent texts active in this firm](https://developer.silverfin.com/reference/getpermanenttexttemplatelist.md): List all permanent texts active in this firm.
Required scopes: `administration:read` - [List all existing export pdf styles](https://developer.silverfin.com/reference/getexportpdftemplateslist.md): List all existing export pdf styles.
Required scope(s): `administration:read` - [Get details of a reconciliation template](https://developer.silverfin.com/reference/getreconciliationtexttemplatecontent.md): Get details of a reconciliation template.
Required scope(s): `administration:read` - [Update a reconciliation template](https://developer.silverfin.com/reference/updatereconciliationtexttemplate.md): Update a reconciliation template.
Required scope(s): `administration:write` - [Remove a reconciliation template](https://developer.silverfin.com/reference/deletereconciliationtexttemplate.md): Remove a reconciliation template.
Required scope(s): `administration:write` - [List all reconciliations active in this firm](https://developer.silverfin.com/reference/getreconciliationtexttemplatelist.md): List all reconciliations active in this firm.
Required scope(s): `administration:read` - [Create a new reconciliation](https://developer.silverfin.com/reference/createreconciliationtexttemplate.md): Create a new reconciliation.
Required scope(s): `administration:write` - [Initiate a liquid test run](https://developer.silverfin.com/reference/createliquidtestrun.md): Initiate a liquid test run.
Required scope(s): `administration:write` - [Check results of a liquid test run](https://developer.silverfin.com/reference/getreconciliationtexttemplateliquidtestrun.md): Check results of a liquid test run.
Required scope(s): `administration:write` - [Lint Liquid code](https://developer.silverfin.com/reference/lintliquidcode.md): Lint liquid code.
Required scope(s):`administration:write` - [Remove a shared part from an account template](https://developer.silverfin.com/reference/deletesharedpartfromaccounttemplate.md): Remove a shared part from an account template.
Required scope(s): `administration:write` - [Add a shared part to an account template](https://developer.silverfin.com/reference/addsharedparttoaccounttemplate.md): Add a shared part to an account template.
Required scope(s): `administration:write` - [Remove a shared part from an export file](https://developer.silverfin.com/reference/deletesharedpartfromexportfiletemplate.md): Remove a shared part from an export file.
Required scope(s): `administration:write` - [Add a shared part to an export file](https://developer.silverfin.com/reference/addsharedparttoexportfiletemplate.md): Add a shared part to an export file.
Required scope(s): `administration:write` - [Remove a shared part from a reconciliation](https://developer.silverfin.com/reference/deletesharedpartfromreconciliationtexttemplate.md): Remove a shared part from a reconciliation.
Required scope(s): `administration:write` - [Add a shared part to a reconciliation](https://developer.silverfin.com/reference/addsharedparttoreconciliationtexttemplate.md): Add a shared part to a reconciliation.
Required scope(s):`administration:write` - [Delete a shared part](https://developer.silverfin.com/reference/deletesharedpart.md): Delete a shared part.
Required scope(s): `administration:write` - [Get detail of a shared part](https://developer.silverfin.com/reference/getsharedpartcontent.md): Get detail of a shared part.
Required scope(s): `administration:read` - [Update a shared part](https://developer.silverfin.com/reference/updatesharedpart.md): Update a shared part.
Required scope(s): `administration:write` - [List all shared parts](https://developer.silverfin.com/reference/getsharedpartslist.md): List all shared parts.
Required scope(s): `administration:read` - [Add a shared part](https://developer.silverfin.com/reference/createsharedpart.md): Add a shared part.
Required scope(s): `administration:write` - User - [Returns current user information](https://developer.silverfin.com/reference/getcurrentuserdetails.md): Returns current user information.
Required scope(s):`user:profile` - [Returns current user email](https://developer.silverfin.com/reference/getcurrentuseremail.md): Returns current user email.
Required scope(s): `user:email` - [Get details on the firm of the user](https://developer.silverfin.com/reference/getcurrentuserfirm.md): Get details on the firm of the user.
Required scope(s): none - Users - [Activate an inactive user](https://developer.silverfin.com/reference/updateinactiveuser.md): Activate an inactive user.
Required scope(s): `administration:write` - [List all companies a user has access to](https://developer.silverfin.com/reference/getusercompanieslist.md): List all companies a user has access to.
Required scope(s): `administration:read` - [Add a company to a user by id](https://developer.silverfin.com/reference/addcompanytouserbyid.md): Add a company to a user by id.
Required scope(s): `administration:write` - [Remove a company from a user by id](https://developer.silverfin.com/reference/deletecompanyfromuserbyid.md): Remove a company from a user by id.
Required scope(s): `administration:write` - [Put a user to inactive](https://developer.silverfin.com/reference/deleteuser.md): Put a user to inactive.
Required scope(s): `administration:write` - [Update a user](https://developer.silverfin.com/reference/updateuser.md): Update a user.
Required scope(s): `administration:write` - [List all active users](https://developer.silverfin.com/reference/getactiveuserslist.md): List all active users.
Required scope(s): `administration:read` - [Add a user](https://developer.silverfin.com/reference/createuser.md): Add a user.
Required scope(s): `administration:write` - [List all inactive users](https://developer.silverfin.com/reference/getinactiveuserslist.md): List all inactive users.
Required scope(s): `administration:read` - Webhooks - [Destroy a webhook](https://developer.silverfin.com/reference/deletewebhook.md): Destroy a webhook.
Required scope(s): `webhooks` - [List all company webhooks](https://developer.silverfin.com/reference/getwebhookslist.md): List all company webhooks.
Required scope(s): `webhooks` - [Register a webhook.](https://developer.silverfin.com/reference/createwebhook.md): Required scope(s): `webhooks` - Workflows - [Add a FirmWorkflow into the company](https://developer.silverfin.com/reference/addfirmworkflowtocompany.md): Add a FirmWorkflow into the company. The FirmWorkflow must be identified either by supplying its ID, or its PartnerWorkflow ID.
Required scope(s): `workflows:write` - [List all active (non-archived) FirmWorkflows in this Firm](https://developer.silverfin.com/reference/getactivefirmworkflowslist.md): List all active (non-archived) FirmWorkflows in this Firm.
Required scope(s): `administration:read` - [Archive a workflow](https://developer.silverfin.com/reference/archiveworkflow.md): Archive a workflow.
Required scope(s): `workflows:write` - [Reactivate a workflow](https://developer.silverfin.com/reference/updateinactiveworkflow.md): Reactivate a workflow.
Required scope(s): `workflows:write` - [List all reconciliations in a workflow](https://developer.silverfin.com/reference/getworkflowreconciliationtextslist.md): List all reconciliations in a workflow.
Required scope(s): `financials:read` - [Get workflow status](https://developer.silverfin.com/reference/getworkflowstatus.md): Get workflow status.
Required scope(s): `workflows:read` - [List all workflows in a specific period](https://developer.silverfin.com/reference/getperiodworkflowslist.md): List all workflows in a specific period.
Required scope(s): `workflows:read` - Personal Income Tax - [Attach a document to PIT workflow](https://developer.silverfin.com/reference/attachpersonalincometaxdocument.md): Attach a PDF document to the PIT workflow for the specified year.
Required scope(s): `financials:write` - [Update PIT metadata](https://developer.silverfin.com/reference/updatepersonalincometaxmetadata.md): Update metadata for a PIT file for a given year.
Currently available metadata: deadline_date
Required scope(s): `financials:write` - [Get PIT questionnaire data](https://developer.silverfin.com/reference/getpersonalincometaxquestionnaire.md): Get data from PIT questionnaire for the specified year.
Required scope(s): `financials:read` - [Submit PIT questionnaire data](https://developer.silverfin.com/reference/createpersonalincometaxquestionnaire.md): Post data to PIT via questionnaire.
**WARNING:** Each request REPLACES ALL previously submitted questionnaire data for the specified year. Any fields not included in the request will be deleted.… - [Submit PIT data from TaxOnWeb](https://developer.silverfin.com/reference/createpersonalincometaxtaxonweb.md): Post data to PIT from TaxOnWeb.
**WARNING:** Each request REPLACES ALL previously submitted TaxOnWeb data for the specified year. Any fields not included in the request will be deleted.
… ## API Documentation: Silverfin SyncAPI - [Get Started with the SyncAPI](https://developer.silverfin.com/reference/get-started-with-the-syncapi.md): This part of the documentation is about our SyncAPI to create a synchronisation between your bookkeeping software and Silverfin. More information about our general Silverfin API: check out our… - [Silverfin Terms Dictionary](https://developer.silverfin.com/reference/silverfin-glossary-definitions.md): 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… - [The customer Flow in Silverfin](https://developer.silverfin.com/reference/the-customer-flow-in-silverfin.md): A guide to the process our customers need to follow to set up a connection between your bookkeeping system and Silverfin as a "3rd party" connection. - [API usage limits](https://developer.silverfin.com/reference/api-limits.md) - [Opening Balances and Retained Earnings](https://developer.silverfin.com/reference/opening-balances-and-retained-earnings.md) - [OAuth application SyncAPI scopes](https://developer.silverfin.com/reference/oauth-application-scopes-syncapi.md): For further improving security, you can limit your OAuth application to only be enabled to access data within certain scopes. - Sync Authentication - [Authentication](https://developer.silverfin.com/reference/authentication-syncapi.md) - [Access Token & Refresh Token](https://developer.silverfin.com/reference/post_f-firm-id-oauth-token-1.md): Perform a POST request to /oauth/token with parameters client_id, client_secret, code, redirect_uri and grant_type=authorization_code. After following these steps, you will have an access token and a… - [Authorize](https://developer.silverfin.com/reference/authorizeuser-1.md): Generates an OAuth authorization URL that redirects users to authenticate and authorize your application. Use this URL to initiate the OAuth flow by redirecting users to the authorization page. The… - Sync Firm-Related - [Update Sync References](https://developer.silverfin.com/reference/setsyncreferences.md): Updates the sync references for the current application. This allows users to configure a company for synchronization with a third-party service by selecting the appropriate references. Required… - [Get Overview and Transaction Limits](https://developer.silverfin.com/reference/getsyncsettings.md): Returns various settings related to the Silverfin platform, such as the maximum number of supported analytical dimensions per transaction, supported locales for account names and the maximum amount… - [Get Syncable Companies List](https://developer.silverfin.com/reference/getsynccompanies.md): This provide the list of silverfin companies currently configured to rely on this API sync. This list is paginated. Required scope(s): `financials:transactions:sync` - Sync Company-Specific - [Get Sync Information](https://developer.silverfin.com/reference/getsynccompanyinfo.md): Retrieves the current synchronization state for a specific company. Required scope(s): `financials:transactions:sync` - [Update Sync Settings for a Company](https://developer.silverfin.com/reference/setsynccompanysettings.md): Allows you to modify sync settings for a company, such as financial years, computations to be performed by Silverfin, and the retained earnings account. Each "year" can be configured to make… - [Submit Bookkeeping Transactions](https://developer.silverfin.com/reference/submitsynctransactions.md): Allows you to submit, modify, or delete bookkeeping transactions in Silverfin using an incremental approach. This means you must only perform one request at a time per company. Based on the action… - [Reset Bookkeeping Data](https://developer.silverfin.com/reference/resetsyncbookkeepingdata.md): Allows you to reset bookkeeping data for a company up to a specified date. If no date is provided, all bookkeeping data will be reset. Silverfin expect an incremental approach. This means you must… - Sync Webhooks - [Webhook events](https://developer.silverfin.com/reference/sync-api-webhook-events.md) - [List all sync webhooks](https://developer.silverfin.com/reference/getsyncwebhookslist-1.md): List all sync webhooks.
Required scope(s): `webhooks` - [Register a webhook.](https://developer.silverfin.com/reference/createsyncwebhook-1.md): Required scope(s): `webhooks` - [Destroy a webhook](https://developer.silverfin.com/reference/deletesyncwebhook-1.md): Destroy a webhook.
Required scope(s): `webhooks` ## Recipes - [Authenticating Users](https://developer.silverfin.com/recipes/authenticating-users.md) - [Generating a localized PDF from a reconciliation text based on the user language](https://developer.silverfin.com/recipes/generating-a-localized-pdf-from-a-reconciliation-text-based-on-the-user-language.md) - [Managing users in Silverfin](https://developer.silverfin.com/recipes/managing-users-in-silverfin.md) - [Partner Sync API: Setup and Recurring flow](https://developer.silverfin.com/recipes/partner-sync-api-setup-and-recurring-flow.md) - [Update custom properties in a reconciliation](https://developer.silverfin.com/recipes/update-custom-properties-in-a-reconciliation.md)