FAQ

How do I view my Trial Balance by month/year?
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 7:22 AM
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?
Description This section walks through the steps required to pay vendors by printing checks.   Note: It is required to purchase Quickbooks check sto...
Thu, 18 Feb, 2021 at 7:29 AM
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...
Thu, 18 Feb, 2021 at 7:30 AM
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...
Tue, 10 Aug, 2021 at 1:15 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