User Guide

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116 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

Create records of cash received from Customers to later be applied to Invoices
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Written by Travis Lander
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

Create and manage your vendor credits as part of your AP process
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Written by Travis Lander
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 over a week ago

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
Settings

Checks - Payment and Bank Setup

Settings for bank and credit card information to print and send checks
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Written by Travis Lander
Updated over a week ago

Settings - Email

Select your email settings and input customized email templates
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Written by Travis Lander
Updated over a week ago

Audit Logs

Review all actions performed in SoftLedger in your Audit Logs
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Written by Travis Lander
Updated over a week ago

Profile

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Written by Geoff Ostrega
Updated over a week ago

Users

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Written by Geoff Ostrega
Updated over a week ago

Reports

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Written by Travis Lander
Updated over a week ago

Templates

Add and edit the Templates for Documents produced from the system
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Written by Geoff Ostrega
Updated over a week ago

Settings - Accounts

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Written by Geoff Ostrega
Updated over a week ago

Settings - Company

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Written by Geoff Ostrega
Updated over a week ago

Settings - Crypto

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Written by Geoff Ostrega
Updated over a week ago

Settings - Currency

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Written by Geoff Ostrega
Updated over a week ago

Settings - Custom Fields

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Written by Geoff Ostrega
Updated over a week ago

Settings - Dimensions

Guide to explain the dimension settings for objects within SoftLedger
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Written by Travis Lander
Updated over a week ago

Settings - System

System wide settings for your SoftLedger account
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Written by Geoff Ostrega
Updated over a week ago

Settings - Tax Codes

Guide to add and edit available tax codes in SoftLedger
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Written by Travis Lander
Updated over a week ago

Settings - Webhooks

Details on setting up webhooks
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Written by Geoff Ostrega
Updated over a week ago

Manage Accounting Periods

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Written by Geoff Ostrega
Updated over a week ago

Revalue Foreign Currencies

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Written by Geoff Ostrega
Updated over a week ago