Tables / Data Lists

Written by Geoff Ostrega
Updated over a week ago

Location Picker

Written by Geoff Ostrega
Updated over a week ago

Bulk Uploads

Written by Geoff Ostrega
Updated over a week ago

System Date Picker

Written by Geoff Ostrega
Updated over a week ago

Trial Balance

Written by Geoff Ostrega
Updated over a week ago

General Ledger Report

Written by Geoff Ostrega
Updated over a week ago

Journal Report

Written by Geoff Ostrega
Updated over a week ago

Financials

Written by Geoff Ostrega
Updated over a week ago

Locations

Written by Geoff Ostrega
Updated over a week ago

Ledger Accounts

Written by Geoff Ostrega
Updated over a week ago

Cost Centers

Written by Geoff Ostrega
Updated over a week ago

Products

Written by Geoff Ostrega
Updated over a week ago

Jobs

Written by Geoff Ostrega
Updated over a week ago

Journal

Written by Geoff Ostrega
Updated over a week ago

Bulk Import Journal Entries

Written by Geoff Ostrega
Updated over a week ago

Intercompany Entries

Information on how SoftLedger facilitates intercompany entries

Written by Geoff Ostrega
Updated over a week ago

AR Aging

Written by Geoff Ostrega
Updated over a week ago

Customers

Written by Geoff Ostrega
Updated over a week ago

Customer Detail

Written by Geoff Ostrega
Updated over a week ago

Invoice

Written by Geoff Ostrega
Updated over a week ago

Invoice Details

Written by Geoff Ostrega
Updated over a week ago

Bulk Upload Invoices

Written by Geoff Ostrega
Updated over a week ago

AP Aging

Written by Geoff Ostrega
Updated over a week ago

Vendors

Written by Geoff Ostrega
Updated over a week ago

Vendor Detail

Written by Geoff Ostrega
Updated over a week ago

Bills

Written by Geoff Ostrega
Updated over a week ago

Bill Detail

Written by Geoff Ostrega
Updated over a week ago

Bill Upload

Written by Geoff Ostrega
Updated over a week ago

Link Bank and Credit Card Accounts

Written by Geoff Ostrega
Updated over a week ago

Bank Feeds

Reconcile Bank and Credit Card Transactions

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.

Written by Geoff Ostrega
Updated over a week ago

Bill Payment Overview

Walk through on paying bills.

Written by Geoff Ostrega
Updated over a week ago

Cash Receipts

Written by Geoff Ostrega
Updated over a week ago

Cash Receipt Detail

Written by Geoff Ostrega
Updated over a week ago

Payments

Describes AP and AR payment objects detail and actions.

Written by Geoff Ostrega
Updated over a week ago

Payment Detail

Written by Geoff Ostrega
Updated over a week ago

Apply Receipts

Written by Geoff Ostrega
Updated over a week ago

Vendor Credits

Written by Geoff Ostrega
Updated over a week ago

Vendor Credit Detail

Written by Geoff Ostrega
Updated over a week ago

Pay Bills

Written by Geoff Ostrega
Updated over a week ago

Print Checks

Follow these steps to print checks for your vendors.

Written by Geoff Ostrega
Updated over a week ago

Purchase Orders

Written by Geoff Ostrega
Updated over a week ago

Purchase Order Detail

Written by Geoff Ostrega
Updated over a week ago

Receive Items

Written by Geoff Ostrega
Updated over a week ago

Sales Quotes/Orders

Written by Geoff Ostrega
Updated over a week ago

Sales Quote/Order Detail

Written by Geoff Ostrega
Updated over a week ago

Fulfill Sales Orders

Written by Geoff Ostrega
Updated over a week ago

Stock

Written by Geoff Ostrega
Updated over a week ago

Items

Written by Geoff Ostrega
Updated over a week ago

Item Detail

Written by Geoff Ostrega
Updated over a week ago

Warehouses

Written by Geoff Ostrega
Updated over a week ago

Warehouse Detail

Written by Geoff Ostrega
Updated over a week ago

Kits

Written by Geoff Ostrega
Updated over a week ago

Add Crypto Assets(Coins)

Written by Geoff Ostrega
Updated over a week ago

Manage Wallets

Written by Geoff Ostrega
Updated over a week ago

Manage Crypto Transactions

Written by Geoff Ostrega
Updated over a week ago

Bulk Upload Transactions

Written by Geoff Ostrega
Updated over a week ago

Crypto Integrations

Written by Geoff Ostrega
Updated over a week ago

Cost Basis

Written by Geoff Ostrega
Updated over a week ago

Crypto Transaction List

Written by Geoff Ostrega
Updated over a week ago

Crypto Transfer

Written by Geoff Ostrega
Updated over a week ago

Crypto Trade

Written by Geoff Ostrega
Updated over a week ago

Crypto Withdrawals

Written by Geoff Ostrega
Updated over a week ago

Crypto Deposits

Written by Geoff Ostrega
Updated over a week ago

Wallet Details

Written by Geoff Ostrega
Updated over a week ago

Coin List

Written by Geoff Ostrega
Updated over a week ago

Binance Integration

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.

Written by Geoff Ostrega
Updated over a week ago

Poloniex Integration

This article provides information on setting up an integration with Poloniex and details on how the integration pulls data.

Written by Geoff Ostrega
Updated over a week ago

Kraken Integration

This article describes how to set up the kraken integration

Written by Geoff Ostrega
Updated over a week ago

Bitstamp Integration

This article describes how to setup the Bitstamp Integration

Written by Geoff Ostrega
Updated over a week ago

CoinbasePro Integration

This article describes how to setup the CoinbasePro Integration

Written by Geoff Ostrega
Updated over a week ago

Bittrex Integration

Sync Bittrex transactions with SoftLedger

Written by Geoff Ostrega
Updated over a week ago

Gemini Integration

Sync Gemini Transactions with SoftLedger

Written by Geoff Ostrega
Updated over a week ago

Kucoin Integration

Sync Kucoin transactions to SoftLedger

Written by Geoff Ostrega
Updated over a week ago

Audit Logs

Written by Geoff Ostrega
Updated over a week ago

Profile

Written by Geoff Ostrega
Updated over a week ago

Users

Written by Geoff Ostrega
Updated over a week ago

Reports

Written by Geoff Ostrega
Updated over a week ago

Templates

Written by Geoff Ostrega
Updated over a week ago

Settings - Accounts

Written by Geoff Ostrega
Updated over a week ago

Settings - Company

Written by Geoff Ostrega
Updated over a week ago

Settings - Crypto

Written by Geoff Ostrega
Updated over a week ago

Settings - Currency

Written by Geoff Ostrega
Updated over a week ago

Settings - Custom Fields

Written by Geoff Ostrega
Updated over a week ago

Settings - System

Written by Geoff Ostrega
Updated over a week ago

Manage Accounting Periods

Written by Geoff Ostrega
Updated over a week ago

Revalue Foreign Currencies

Written by Geoff Ostrega
Updated over a week ago