Admin
TABLE OF CONTENTS Description Add a User Delete User Manage Users Description SoftLedger has the capability to have very granular user permission an...
Tue, 3 Jan, 2023 at 11:31 AM
Description Manage your custom financial reports such as a Balance Sheet or Income Statement setup and mapping from Admin > Report Editor: Mana...
Tue, 3 May, 2022 at 12:21 PM
Description View a history of all actions performed on the system. Access audit logs under the Admin menu: Columns Date - Date and timestamp of the...
Thu, 18 Feb, 2021 at 6:58 AM
Description Create fiscal years within SoftLedger to manage monthly periods within each year between each module (e.g. AR or AP) in SoftLedger. Ma...
Thu, 1 Jun, 2023 at 3:06 PM
Description Create and customize the templates to turn SoftLedger Documents (Invoices/Sales Orders/Sales Quotes/Purchase Orders) into PDF documents. Ma...
Thu, 23 Mar, 2023 at 1:42 PM
Description Adjust the format of Templates such as font size, styles, spacing, and borders. Edit the formats of the previously created Templates fro...
Thu, 23 Mar, 2023 at 1:42 PM
Description Informative section to explain the permissions associated with different User Roles. Review the permissions associated with different User R...
Thu, 18 Feb, 2021 at 6:58 AM
Description Manage your personal profile details: Actions Update your Name - Type first and last name, and click submit Profile Pictures - Upload...
Thu, 18 Feb, 2021 at 6:58 AM