SoftLedger Guided Demo Center

This demo shows how to configure ledger accounts and set up a chart of accounts in SoftLedger. Individual ledger accounts can be added by clicking New to open the Add Ledger Account dialog. Each account requires a name, number, account type classification, owning entity, and usage scope. Foreign currency elections can also be configured at the account level. For bulk setup, an Excel upload template is available. The template columns correspond to the same fields as the individual dialog: account name, number, type, report group, subtype, and a location ID that controls which entity the account belongs to. Foreign currency settings are also included in the template. To import, select Ledger Accounts in the Dimension Upload and click Submit. After upload, accounts can be edited in bulk by selecting checkboxes in the accounts table and clicking the pencil icon. Individual accounts can also be edited one at a time by drilling into the record. The SubType tab allows changes to SubType-to-Report Group mappings. Report Groups and SubTypes are used for mapping custom financial report layouts.