Financial

Financial information such as account string and journal entry information

Locations
Description Create and edit the Locations (entities) within SoftLedger, including the organization chart hierarchy and entity specific information such ...
Mon, 26 Jul, 2021 at 8:42 AM
Accounts
Description Create and edit your chart of accounts to use across all Locations and Documents (e.g. Journal Entries, Invoices) within SoftLedger.   ...
Tue, 14 Sep, 2021 at 11:25 AM
Cost Centers
Description Create and edit your Cost Center dimensions here. Cost Centers are a line item level dimension that can be added to any Document (Journal En...
Thu, 18 Feb, 2021 at 7:48 AM
Products
Description Create and edit your Products dimensions here. Products are a line item level dimension that can be added to any Document (Journal Entry, In...
Thu, 18 Feb, 2021 at 7:48 AM
Jobs
Description Create and edit your the Jobs dimension here. Jobs are a line item level dimension that can be added to any Document (Journal Entry, Invoice...
Thu, 18 Feb, 2021 at 7:48 AM
Custom Dimensions
Description Create and edit your custom dimensions here. Custom dimensions are a line item level dimension that can be added to any Document (Journal En...
Thu, 18 Feb, 2021 at 7:48 AM
Journals
Description Create, edit, post, or delete Journal Entries in Draft status from here.      Add/Edit Journal Entry Enter all required fields...
Fri, 26 Feb, 2021 at 10:24 AM
Budgets
Description Create and enter Budgets against ledger accounts across Dimensions (e.g. Cost Centers) and Locations from this page:   Inputs ...
Thu, 18 Feb, 2021 at 7:48 AM
Bulk Journal Import
Description Bring Journal Entries into SoftLedger in bulk, through adding Journal Entry details into a bulk import template. Download Template Sample...
Mon, 17 May, 2021 at 8:11 AM
Reconcile
Description Reconcile Ledger Accounts for chosen periods through a list of journal entry line items using the selected Ledger Account. You can review th...
Thu, 25 Feb, 2021 at 2:01 PM