Softledger

TABLE OF CONTENTS Description Navigation Tables Icons Shortcuts First steps with SoftLedger Help Description If you are new to SoftLedger, sta...

TABLE OF CONTENTS Description Adjust Columns and Row Preferences Toggle Columns Filtering Data Filtering Text Filtering Numeric Data Filtering Dat...

Description The System Date Picker sits in the top right of the screen. Like the Location Picker, it controls the context for the system.   This screensh...

TABLE OF CONTENTS Description Upload File Errors Important Considerations Description SoftLedger has the ability to bulk upload objects (e.g. Jour...

Description The Location Picker is accessible in the top left of your screen from the box next to the hamburger menu in the top left (this will generally s...

Description SoftLedger allows companies to set up their organization hierarchy and controls for which ledger accounts can be used within that hierarchy....

Description Use the below instructions only if your account has been populated with sample data. First, it can be helpful to review the SoftLedger Basics v...

Description As a new customer, you likely need to bring in your beginning balances from another system or other source to start off using SoftLedger. B...

TABLE OF CONTENTS Description Templates & Support Articles Ledger Accounts Customers Vendors Cost Centers Products Jobs Custom Dimensions Ite...

TABLE OF CONTENTS Description Reports Financial Accounts Receivable Accounts Payable Cash Management Description Ben Taylor, CEO & Co-Found...