FAQ
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, 22 Jun, 2022 at 11:48 AM
Description Add Check Numbers from your printed Checks to SoftLedger Payments to reference. How to Add Check Numbers After you mark your bills as paid...
Thu, 23 Mar, 2023 at 2:27 PM
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 6:22 AM
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 6:22 AM
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 2:53 PM
Description SoftLedger is a multi currency system that can create transactions in all fiat currencies and convert them to the reporting currency of your Lo...
Tue, 7 Mar, 2023 at 3:30 PM
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, 7 Feb, 2022 at 5:24 PM
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 3:04 PM
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 fr...
Wed, 26 Jul, 2023 at 9:13 AM
Description Edit the context selectors on the Trial Balance report to adjust the data in the table. Adjust the Dates for the Trial Balance You can vie...
Thu, 18 Feb, 2021 at 6:22 AM