Syla

Learn how to view detailed information about a transaction and make edits.

How to edit transactions

Some exchanges don't report every transaction. You'll need to enter manual adjustments to get the correct portfolio balance.

How to fix incorrect portfolio balances

Learn how to correctly classify transfers and get accurate tax outcomes.

How to match deposits and withdrawals

Steps to correctly account for a start of tax residency.

Start of tax residency adjustments

If a token has migrated or re-denominated to a new ticker code, then this guide will help you ensure the tax outcomes are correct.

Manual adjustments for Rebase events including re-denominations and rebrandings

How to bulk update an asset

Detailed help guide on using the Custom Transactions CSV Template.

Custom Transactions CSV Template (Legacy)

Detailed help guide on using the Custom Ledgers CSV Template.

Custom Ledgers CSV Template

If you've imported transactions into two separate data sources by mistake, you can easily merge them using Syla’s bulk edit feature.

How to merge data sources

How to manually adjust and reconcile portfolios

Reconciling portfolios

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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