How to...

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

General Information

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 do I add a check number to a payment?

Written by Geoff Ostrega
Updated over a week ago

How to bulk edit entries

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 yesterday

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 yesterday

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