FAQ

How do I troubleshoot login issues?
Description If you are having issues logging into SoftLedger, follow these steps: First, check to be sure you are using the right email address wit...
Wed, 7 Apr, 2021 at 6:56 PM
How do I send checks directly from SoftLedger?
Description Cut and send checks to vendors directly from SoftLedger to complete payments in your Accounts Payable process.   Setup Before you can send c...
Mon, 22 Feb, 2021 at 3:47 PM
How do I add a Check Number to a Payment?
Description Add Check Numbers from your printed Checks to SoftLedger Payments to reference. Add Check Numbers After you mark bills as paid, you'l...
Thu, 18 Feb, 2021 at 7:21 AM
How do I use bulk actions?
Description Across SoftLedger, there are several bulk edit functions available. This article will walk through a few examples.   To access bulk edit func...
Thu, 18 Feb, 2021 at 7:22 AM
How do I resolve cost basis errors?
Description When running cost basis, you may come across errors that cause this process to stop at a transaction that is unable to run through the cost bas...
Thu, 18 Feb, 2021 at 7:22 AM
How do I convert a crypto provider export into the SoftLedger Upload template?
TABLE OF CONTENTS Description 1. Create a Wallet within SoftLedger titled "BitGo", where these transactions will be uploaded and held under (t...
Mon, 22 Feb, 2021 at 3:53 PM
How do I revalue foreign currencies?
TABLE OF CONTENTS Description Identify all Ledger Accounts to be revalued Revalue Forex Rates Set the Forex Gain/Loss Account Foreign Exchange Rate Me...
Mon, 22 Feb, 2021 at 4:00 PM
How do I set up Multi-Factor Authentication?
Description SoftLedger has the ability to have additional authentication for each user. This is a how-to guide on the process to set up your multi-factor a...
Mon, 22 Feb, 2021 at 4:00 PM
How do I edit my default financial reports?
Description A how-to guide on how to make changes to your default reports. For example purposes, we will walk through how to add the "Crypto Gains &am...
Mon, 22 Feb, 2021 at 4:04 PM
How do I edit a journal entry created from a bulk upload?
Description Edit or Delete a Journal Entry created from a Bulk Upload. Find and Edit the Journal Entry You can edit journals in 'draft' status ...
Thu, 18 Feb, 2021 at 7:22 AM