(Transactions begin at 4:30)
Navigate to Crypto > Transactions. This page allows you view and edit all your crypto transactions:
Advanced Filter Transactions
Click the down arrow to show the filter by coin and/or wallet options:
Selecting a coin will filter the list of shown transactions to those that have either the Sent, Received or Fee coin to those of the selected coin. Selecting a wallet works the same.
Click the add transaction button to add a new
Run Cost Basis
Click the Cost Basis button to run the cost basis:
This process starting from the oldest unlocked transaction. For more information see this article: Cost Basis
Create Crypto Journals
Click the Create Crypto Journals button to build Journals:
The process takes the crypto transaction information to create Journal Entries that can be viewed in your Financial Reports like entries from other modules involving fiat currencies. Note: Check the Journals and Journal Current columns to confirm/review a Journal created for a crypto transaction, and to see if that Journal is Current or Stale. If Stale, it means this process needs to run again to make the Journal Current.
See this article for full information on all crypto transactions: Crypto Transaction List
Bulk Delete Transactions
You can select up to 100 transactions at a time. After selecting 1 transaction, an Actions button will appear at the top left of the table. Select Delete and Confirm to remove those transactions. This can only a red DELETE button will appear. Click this, then confirm the action to delete all the selected transactions.
Bulk Update Transactions
You can select up to 100 transactions at a time. SoftLedger allows you to bulk update certain fields from the Actions>Update button for the selected transactions If you select only deposits or only withdrawals you may also update the associated Ledger Account.
If you select one deposit and one withdrawal, the Merge option under the Actions button will appear, if the transactions meet this criteria:
- They have the same coin.
- They have different wallets.
- Sent quantity and received quantity is equal.
- Transaction Hash ID is empty for both or equal.
The transactions can then be merged. This results in both transactions being deleted and a new transfer transaction being created.
All metadata (Customer/Vendor/notes/reference) for the new transfer transaction will be pulled from the withdrawal. This can always be edited after the merge if needed.