User Guide

Travis Lander avatar Geoff Ostrega avatar
112 articles in this collection
Written by Travis Lander and Geoff Ostrega
Cash Management

Apply AP Credits

Once AP Credits have been created, you can apply amounts against those Credits.
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Written by Travis Lander
Updated over a week ago

Apply AR Credits

Once AR Credits have been created, you can apply amounts against those Credits.
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Written by Travis Lander
Updated over a week ago

Payment Detail (AP)

Click into the Payment ID to review the Payment generated from a Vendor Credit, Check, AP Credit, or Manual entry.
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Written by Travis Lander
Updated over a week ago

Link Bank and Credit Card Accounts

Step by step guide to link an external bank account in SoftLedger, as well as the columns represented on the Link Banks tab
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Written by Geoff Ostrega
Updated over a week ago

Payments (AP)

Describes AP payment objects detail and actions.
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Written by Travis Lander
Updated over a week ago

Bank Feeds

Review Bank and Credit Card Transactions directly in SoftLedger from your bank provider and book/link Journal Entries
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Written by Geoff Ostrega
Updated over a week ago

Receive Cash

This article walks you through the process of receiving and applying cash in AR invoices.
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Written by Geoff Ostrega
Updated over a week ago

Bill Payment Overview

Walk through on paying bills.
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Written by Geoff Ostrega
Updated over a week ago

Cash Receipts

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Written by Geoff Ostrega
Updated over a week ago

Cash Receipt Detail

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Written by Geoff Ostrega
Updated over a week ago

Payments (AR)

Describes AR payment objects detail and actions.
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Written by Geoff Ostrega
Updated over a week ago

Payment Detail (AR)

Click into the Payment ID to review the Payment generated from a Cash Receipt or AR Refund.
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Written by Geoff Ostrega
Updated over a week ago

Apply Receipts

Once cash receipts have been created, you can apply those receipts to invoices
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Written by Geoff Ostrega
Updated over a week ago

Vendor Credits

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Written by Geoff Ostrega
Updated over a week ago

Vendor Credit Detail

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Written by Geoff Ostrega
Updated over a week ago

Pay Bills

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Written by Travis Lander
Updated this week

Print Checks

Follow these steps to print checks for your vendors.
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Written by Geoff Ostrega
Updated over a week ago
Crypto

Add Crypto Assets(Coins)

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Written by Geoff Ostrega
Updated over a week ago

Coin Details

View the coin balances, transactions, and details, such as associated ledger accounts from this screen.
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Written by Travis Lander
Updated over a week ago

Manage Wallets

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Written by Geoff Ostrega
Updated over a week ago

Manage Crypto Transactions

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Written by Geoff Ostrega
Updated over a week ago

Bulk Upload Crypto Transactions

Overview of the SoftLedger Upload Template for crypto transactions
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Written by Geoff Ostrega
Updated over a week ago

Crypto Integrations

Overview and instructions to add crypto exchange integrations into SoftLedger
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Written by Geoff Ostrega
Updated over a week ago

Cost Basis

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Written by Geoff Ostrega
Updated over a week ago

Crypto Transaction List

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Written by Geoff Ostrega
Updated over a week ago

Crypto Transfer

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Written by Geoff Ostrega
Updated over a week ago

Crypto Trade

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Written by Geoff Ostrega
Updated over a week ago

Crypto Withdrawals

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Written by Geoff Ostrega
Updated over a week ago

Crypto Deposits

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Written by Geoff Ostrega
Updated over a week ago

Wallet Details

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Written by Geoff Ostrega
Updated over a week ago

Coin List

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Written by Geoff Ostrega
Updated over a week ago

Binance Integration

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Written by Geoff Ostrega
Updated over a week ago

Bitfinex Integration

This article provides information on setting up an integration with Bitfinex and details on how the integration pulls data.
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Written by Geoff Ostrega
Updated over a week ago

Kraken Integration

This article describes how to set up the kraken integration
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Written by Geoff Ostrega
Updated over a week ago

Bitstamp Integration

This article describes how to setup the Bitstamp Integration
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Written by Geoff Ostrega
Updated over a week ago

CoinbasePro Integration

This article describes how to setup the CoinbasePro Integration
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Written by Geoff Ostrega
Updated over a week ago

Bittrex Integration

Sync Bittrex transactions with SoftLedger
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Written by Geoff Ostrega
Updated over a week ago

Gemini Integration

Sync Gemini Transactions with SoftLedger
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Written by Geoff Ostrega
Updated over a week ago

KuCoin Integration

Sync Kucoin transactions to SoftLedger
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Written by Geoff Ostrega
Updated over a week ago