FAQ

How do I set up my customer support portal?
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 7:22 AM
How do I send emails directly from SoftLedger?
Description Learn how to set up your email settings, add addresses, and send out and review email statuses directly from SoftLedger.   Email Setti...
Thu, 18 Feb, 2021 at 7:23 AM
How do I link a bank in SoftLedger?
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 12:11 PM
How do I print checks in SoftLedger?
check stock formatDescription This section walks through the steps required to pay vendors by printing checks.   Note: It is required to purchase Qu...
Thu, 24 Mar, 2022 at 2:04 PM
How do I receive cash and apply it to Invoices in AR?
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 7:30 AM
How do I create and pay Bills in AP?
Description This article walks you through the process of paying Bills in AP. Below breaks out all the steps from creating a Bill and approving it, to c...
Tue, 26 Apr, 2022 at 2:56 PM
What is Crypto Cost Basis?
What is it? Cost Basis is a background process that calculates the cost basis and cost layers for all crypto transactions which involve a "Sent&quo...
Fri, 5 Aug, 2022 at 12:02 PM
How do I create Intercompany Document Entries for Bills and Invoices?
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 10:23 AM
When to use a custom field or a custom dimension?
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 3:51 PM
How does the year end closing entry work?
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 10:33 AM