Admin

User Roles and Permissions
Description SoftLedger has the capability to have very granular user permission and restriction to adapt to the controls and processes of your organization...
Thu, 18 Feb, 2021 at 7:57 AM
Custom Financial Report Editor
Description Manage your custom financial reports such as a Balance Sheet or Income Statement setup and mapping from Settings>Reports:   Manage Re...
Thu, 18 Feb, 2021 at 7:57 AM
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 7:58 AM
Accounting Years and Periods
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Thu, 18 Feb, 2021 at 7:58 AM
Document Templates
Description Create and customize the templates to turn SoftLedger Documents (Invoices/Sales Orders/Sales Quotes/Purchase Orders) into PDF documents. Ma...
Thu, 18 Feb, 2021 at 7:58 AM
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...
Thu, 18 Feb, 2021 at 7:58 AM
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 7:58 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 7:58 AM