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 this week

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