Financial
Financial information such as account string and journal entry information
Description Click Here for Interactive Demo Create and edit the Locations (entities) within SoftLedger, including the organization chart hierarchy ...
Mon, 28 Aug, 2023 at 3:01 PM
TABLE OF CONTENTS Description Create/Edit Ledger Account Account Type Hierarchy Account List Actions Bulk Update Bulk Upload Description Create...
Wed, 22 May, 2024 at 12:31 PM
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 9:48 AM
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 9:48 AM
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 9:48 AM
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...
Tue, 16 Apr, 2024 at 5:42 PM
Description Create, edit, post, or delete Journal Entries in Draft status from here. Add or Edit a Journal Entry Enter all required f...
Tue, 7 Mar, 2023 at 7:10 PM
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 9:48 AM
Description Use the excel template to create Journal Entries efficiently in bulk, up to 20,000 rows per upload. Often times there may be an export from a ...
Fri, 23 Aug, 2024 at 2:22 PM
Description Reconcile Ledger Accounts for chosen periods through a list of journal entry line items using the selected Ledger Account. You can review th...
Fri, 22 Jul, 2022 at 4:39 PM