How to...

13 articles in this collection
Written by Travis Lander and Geoff Ostrega

General Information

SoftLedger Basics

Learn the navigation, settings, and basics of SoftLedger for your first few visits

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

Written by Travis Lander
Updated over a week ago

SoftLedger Security and Data Information

Written by Geoff Ostrega
Updated over a week ago

Journal Account Location Rules

Written by Geoff Ostrega
Updated over a week ago

How Do I...?

How to troubleshoot any issues with your login

If you are having issues logging into SoftLedger, follow these steps

Written by Travis Lander
Updated over a week ago

How do I add a check number to a payment?

Written by Geoff Ostrega
Updated over a week ago

How to use bulk actions

How to bulk edit journal entries, bills, invoices, crypto transactions

Written by Travis Lander
Updated over a week ago

How do I resolve crypto cost basis errors?

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.

Written by Travis Lander
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

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.

Written by Travis Lander
Updated over a week ago

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

Written by Geoff Ostrega
Updated over a week ago

How Do I view trial balance by month or year?

Written by Geoff Ostrega
Updated over a week ago