Softledger

FAQ 42

• How do I troubleshoot login issues?
• How do I add a Check Number to a Payment?
• How do I use bulk actions?
• How do I resolve cost basis errors?
• How do I convert a crypto provider export into the SoftLedger Upload template?

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Your account 0

Getting Started 12

• SoftLedger Basics
• Manage Data in Tables
• System Date Picker
• Bulk Uploads
• System Location Picker

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Privacy policy 0

Security and Data Information 1

• Security and Data Information

Reports 5

• Financial Reports
• Trial Balance
• Journal Report
• General Ledger Reports
• Budget Reports

Financial 14

• Locations
• Chart of Accounts
• Cost Centers
• Products
• Jobs

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Accounts Receivable 9

• AR Aging
• Invoices
• Invoice Line Item Details
• Invoice Detail
• AR Credits

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Accounts Payable 9

• AP Aging
• Bills
• AP Credits
• Bill Detail Lines
• AP Credit Details

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Cash Management 14

• Link Banks and Credit Cards
• Apply Refund Credits in AP
• Apply AR Credits
• Apply Cash Receipts
• Pay Bills in AP

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Purchasing 6

• Purchase Orders
• Purchase Order Details
• Purchase Order Detail Lines
• Receive Shipments
• Direct Purchasing

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Sales 5

• Sales Order Detail Lines
• Fulfill Sales Order Items
• Sales Order Detail
• Sales Orders
• Sales Order Direct Purchases

Inventory 15

• Stock
• Productions
• Production Detail
• Items
• Item Detail

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Crypto 13

• Coins List
• Wallets
• Crypto Transactions
• Crypto Deposits
• Crypto Withdrawals

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Admin 8

• User Roles and Permissions
• Custom Financial Report Editor
• Audit Logs
• Accounting Years and Periods
• Document Templates

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Settings 12

• Settings - Default Accounts
• Settings - Crypto
• Settings - Currency
• Settings - Custom Fields
• Settings - Dimensions

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Release Notes 1

• Release Notes