FAQ
Description SoftLedger customers can set up their own support portal to monitor existing tickets, open up new tickets, and quickly access knowledge base...
Thu, 18 Feb, 2021 at 9:22 AM
Description Learn how to set up your email settings, add addresses, and send out and review email statuses directly from SoftLedger. Email Se...
Mon, 11 Mar, 2024 at 4:29 PM
Description SoftLedger can link in bank accounts and credit card to return transaction feeds, from which Journal Entries can be created. Navigate to Cas...
Wed, 8 Sep, 2021 at 3:11 PM
Description This section walks through the steps required to pay vendors by printing checks. Note: It is required to purchase Quickbooks check sto...
Thu, 20 Jul, 2023 at 3:36 PM
Description This article walks you through the process of receiving and applying cash in AR to Invoices. Below breaks out all the steps from creating an...
Thu, 18 Feb, 2021 at 9:30 AM
Description This article walks you through the process of paying Bills in AP with SoftLedger. Below breaks out all the steps from creating a Bill and a...
Tue, 7 Mar, 2023 at 6:38 PM
Description Cost Basis is a background process that calculates the cost basis and cost layers for all crypto transactions which involve a "Sent&quo...
Tue, 17 Oct, 2023 at 10:24 PM
Description SoftLedger has the ability to add entries for intercompany Invoices and Bills. For example, if a parent Location pays an expense for a child...
Fri, 26 Feb, 2021 at 12:23 PM
Description SoftLedger has the ability to add custom information to the transactions and Journal Entries used to run your business. In some instances, it m...
Tue, 2 Mar, 2021 at 5:51 PM
Description This article explains how the closing of the Accounting Period books the Retained Earning entry, and how to map the Current Period Net Income t...
Thu, 4 Mar, 2021 at 12:33 PM