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16 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
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 send checks directly from SoftLedger
Learn how to set up checks to be cut and sent to vendors directly from SoftLedger
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 yesterday
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 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
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
Revalue Foreign Currencies
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
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