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16 articles in this collection
Written by Travis Lander and Geoff Ostrega
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How to send checks directly from SoftLedger

Learn how to set up checks to be cut and sent to vendors directly from SoftLedger
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Written by Travis Lander
Updated over a week ago

How to email directly from SoftLedger

Learn how to set up your email settings, add addresses, and send out and review email statuses directly from SoftLedger
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Written by Travis Lander
Updated yesterday

How to troubleshoot any issues with your login

If you are having issues logging into SoftLedger, follow these steps
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Written by Travis Lander
Updated over a week ago

How to create a template journal entry

A how-to guide on how to use an existing journal entry as a template to create a new one
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Written by Travis Lander
Updated over a week ago

How do I add a check number to a payment?

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Written by Geoff Ostrega
Updated over a week ago

How to use bulk actions

How to bulk edit journal entries, bills, invoices, crypto transactions
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Written by Travis Lander
Updated over a week ago

How do I resolve crypto cost basis errors?

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Written by Geoff Ostrega
Updated over a week ago

How to convert a crypto provider export into a SoftLedger upload

A how-to guide to convert crypto data from a provider export into transactions within the SoftLedger Upload Template.
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Written by Travis Lander
Updated over a week ago

Revalue Foreign Currencies

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Written by Geoff Ostrega
Updated over a week ago

How to set up your Multi-Factor Authentication (MFA)

A how-to guide on the process to set up your multi-factor authentication
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Written by Travis Lander
Updated over a week ago

How to edit your default financial reports

A how-to guide on how to make changes to your default reports.
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Written by Travis Lander
Updated over a week ago

How do I change a journal entry created from bulk uploaded?

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Written by Geoff Ostrega
Updated over a week ago

How Do I view trial balance by month or year?

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Written by Geoff Ostrega
Updated over a week ago