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, 7 Mar, 2023 at 6:43 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, 14 Nov, 2022 at 4:19 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 9:46 AM
Bulk Uploads
TABLE OF CONTENTS Description Upload File Errors Important Considerations Description SoftLedger has the ability to bulk upload objects (e.g. Jour...
Tue, 30 Aug, 2022 at 5:56 PM
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 7:04 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 9:46 AM
Beginning Balances and Historical Data Upload
Description As a new customer, you likely need to bring in your beginning balances or historical years of activity from another system or other source to s...
Sat, 18 Nov, 2023 at 3:09 PM
Dimension Upload
TABLE OF CONTENTS Description Templates & Support Articles Ledger Accounts Customers Vendors Cost Centers Products Jobs Custom Dimensions Ite...
Wed, 3 May, 2023 at 9:03 PM
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 1:20 PM
Getting Started with setup of your SoftLedger system
TABLE OF CONTENTS Get acquainted with SoftLedger Set up your Locations Upload your Chart of Accounts Upload other Dimensions  Configuration Add your ...
Sat, 18 Nov, 2023 at 3:37 PM