FAQ

Audit Log: How to find deleted objects
Description Users looking to find deleted objects in softledger can use the Audit Logs to trace the deleted job and also further review the details of the ...
Mon, 3 Apr, 2023 at 12:44 PM
How do I pay multiple bills with one batch payment?
Description Many time when paying bills in AP, customers will pay multiple bills with one payment to that vendor. In addition, many customers now use pa...
Mon, 27 Nov, 2023 at 4:12 PM
How do I create crypto transactions for margin trades?
Description SoftLedger’s flexibility allows for crypto transactions to be tracked and accounted for in a variety of ways within the platform. This artic...
Wed, 7 Jul, 2021 at 6:57 PM
Manual Bank Activity Upload
TABLE OF CONTENTS Description:  How To: FAQ: Description:  For Banks that are not supported by our Plaid Bank Feed, use our Bulk Journal Import funct...
Wed, 15 May, 2024 at 10:45 AM
How Entry Type Reversing Journals work
TABLE OF CONTENTS Description How To Creating a Journal Entry in the User Interface (UI) Creating a Journal Entry via Bulk Journal Import Template ...
Tue, 21 May, 2024 at 3:12 PM
How do I default the Sort Order in the General Ledger Summary Report?
Description The GL Summary Report sorts by Posted date, and it can be ascending or descending. To select your default, follow these steps.  NOTE: '...
Wed, 22 May, 2024 at 11:19 AM
How to add an Auditor - View-Only
TABLE OF CONTENTS Description How To Recording Description SoftLedger allows view-only access for your desired users in SoftLedger. Greater user role...
Mon, 17 Jun, 2024 at 4:58 PM