SoftLedger Basics

TABLE OF CONTENTS

• Description
• Navigation
• Tables
• Icons
• Shortcuts
• First steps with SoftLedger
• Help

Description

If you are new to SoftLedger, start here to learn the navigation, settings, and basics of SoftLedger for your first few visits.

Navigation

After you have completed your user login, you will be directed to land on the Trial Balance screen under Reports:

To access different parts of SoftLedger, you can select a module to access from the primary left side panel menu, and navigate within each section:

There is a also a menu accessible from the dropdown arrow next to your profile name in the top right corner of your screen. Access this menu for your Profile, logging out, and switching tenants (if you have a multi-tenant system).

Note: You can adjust the landing page on login under the Profile section.

Context Selectors

You can also change the data represented by choosing the Location (SoftLedger's term for entity) in the Location Picker, which defaults to the "Global" Location upon login:

Similarly, the System Date Picker also controls the data that is represented in the tables throughout the platform. For instance, changing the date on the Trial Balance will control which Months/Years are displayed:

Tables

Most tables will have overall filter options at the top of the table to determine what data is populated in the table. Within these tables, there are ways to manipulate the data, like a dynamic report (e.g. Invoices under AR shows list of Invoices with statuses, amounts due, etc.). Refer to the Manage Data in Tables article to learn more.

Icons

There are various icons across all modules within SoftLedger. If you hover over an icon, text will appear explaining what the icon does. Sometimes these icons are within the Actions tab at the end of Tables.

• View the document PDF:

• Issue document:

• Email document to address on file:

• Edit:

• Approve:

• Delete:

• Void:

• Create template entry (will populate a document from an existing document):

Shortcuts

You can use the Tab and Enter keys to jump from one field to the next when inputting information with the SoftLedger user interface. For example, if you are creating an Invoice through the Add Invoice modal, you can click tab to go to the next right most field to be able to move through data entry more quickly:

You can also click the arrow next to Submit to Submit and New when creating multiple entries at a time.

First steps with SoftLedger

1. View your settings
2. Create and edit sample transactions (you can delete these if they are kept in draft status
3. Review our Youtube channel and support guides for more helpful articles such as:

• How to set up your Multi-factor-authentication
• How to set up your customer portal
• Bulk upload Journal entries
• Bulk edit and approve actions
• How to edit your default financial reports

Help

From within your SoftLedger system, you can always click the (?) icon to be directed to the relevant user guide for the screen you are on. Or, if you want to search for a term, you can search for articles within our Intercom Chat widget:

You can also chat with the whole SoftLedger team by clicking the Send Message button from within the Intercom widget.

Or, you can email your support team at support@softledger.com