Cash Management

Cash Management

Payment Detail (AR)
Description Manage and view payment details for Cash Management>Receive Cash>Payments by clicking on the payment ID and viewing this page:   ...
Thu, 23 Mar, 2023 at 5:33 PM
Vendor Credits
Description A Vendor Credit is a credit amount that is created for a particular Vendor in Accounts Payable. A Vendor Credit is then later applied direct...
Wed, 11 Jan, 2023 at 2:18 PM
Vendor Credit Detail
Description Manage and view the Vendor Credit details from this page:   Tabs Details This tab has the full detail of the Vendor Credit.  ...
Thu, 18 Feb, 2021 at 9:53 AM
Bank Feeds
Description After linking your bank on the Link Banks page, you can book new Journal Entries or link bank transactions to existing Journal Entries from ...
Thu, 11 Jul, 2024 at 1:16 PM
Cash Management > Reconciliation (beta)
Description NOTE: If you do not see a Reconcile tab under Cash Management, please reach out to your support team at support@softledger.com to request acces...
Thu, 30 Mar, 2023 at 6:12 PM
Create custom bank accounts and bank feeds through upload
Description SoftLedger connects with Plaid to allow linking bank accounts and subsequently fetching bank feeds for user action directly within SoftLedger. ...
Mon, 1 Jul, 2024 at 9:31 AM