Getting Started

SoftLedger Basics
TABLE OF CONTENTS Description Navigation Tables Icons Shortcuts First steps with SoftLedger Help Description If you are new to SoftLedger, sta...
Tue, 23 Feb, 2021 at 7:39 PM
Manage Data in Tables
TABLE OF CONTENTS Description Adjust Columns and Row Preferences Toggle Columns Filtering Data Filtering Text Filtering Numeric Data Filtering Dat...
Mon, 22 Feb, 2021 at 9:40 PM
System Date Picker
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...
Thu, 18 Feb, 2021 at 7:46 AM
Bulk Uploads
Description SoftLedger has the ability to bulk upload objects (e.g. Journal Entries, Invoices, etc.) from csv/excel files to facilitate data creation.   ...
Thu, 18 Feb, 2021 at 7:46 AM
System Location Picker
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...
Fri, 6 Aug, 2021 at 4:04 PM
Locations | Ledger Account | Journal Entry Rules
Description SoftLedger allows companies to set up their organization hierarchy and controls for which ledger accounts can be used within that hierarchy....
Thu, 18 Feb, 2021 at 7:46 AM
SoftLedger Trial Instructions with Sample Data
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...
Tue, 23 Feb, 2021 at 3:40 PM
Beginning Balances in SoftLedger
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...
Wed, 16 Jun, 2021 at 11:44 PM
Dimension Upload
Description Upload objects in to SoftLedger rather than creating them one by one through the use of SoftLedger Dimension Upload Templates: Ledger Acc...
Fri, 9 Apr, 2021 at 10:56 AM
Core Accounting Overview
TABLE OF CONTENTS Description Reports Financial Accounts Receivable Accounts Payable Cash Management Description Ben Taylor, CEO & Co-Found...
Thu, 8 Apr, 2021 at 10:20 AM