Admin

User Roles and Permissions
TABLE OF CONTENTS Description Add a User Delete User Manage Users Description SoftLedger has the capability to have very granular user permission an...
Mon, 15 Apr, 2024 at 2:07 PM
Custom Financial Report Editor
TABLE OF CONTENTS Description Manage Reports Video Training Description SoftLedger allows for the creation of custom financial statements such as Bal...
Wed, 17 Apr, 2024 at 2:49 PM
Audit Logs
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 9:58 AM
Accounting Years and Periods
  Description Create fiscal years within SoftLedger to manage monthly periods within each year between each module (e.g. AR or AP) in SoftLedger. M...
Tue, 9 Jan, 2024 at 10:29 AM
Document Templates
Description Create and customize the templates to turn SoftLedger Documents (Invoices/Sales Orders/Sales Quotes/Purchase Orders) into PDF documents. Ma...
Mon, 11 Mar, 2024 at 4:29 PM
Template Formatting
Description Adjust the format of Templates such as font size, styles, spacing, and borders. Edit the formats of the previously created Templates fro...
Mon, 11 Mar, 2024 at 4:28 PM
User Role and Permission Definitions
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 9:58 AM
Profile
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 9:58 AM
Generate and manage API Keys to work with SoftLedger programmatically
TABLE OF CONTENTS Description Managing Keys Creating Key Fields Key Secret Managing Keys Deleting a Key Modifying Permissions Obtaining AP...
Fri, 7 Jun, 2024 at 12:24 PM
Collaboration Integrations | Slack Direct Messaging
Description SoftLedger has a Slack Integration that allows SoftLedger customers to build workflows that include examples like "Send a slack message to...
Wed, 12 Jun, 2024 at 11:43 AM