Description
The Location Picker is accessible in the top left of your screen from the box next to the hamburger menu (this will generally start with "Global" selected in the box before any Location Name changes). Control the data represented in Reports and new Transactions in your SoftLedger system by Location through making a selection the Location Picker:
Determine which Location by selecting it in the above window and then closing. The Location selected will determine what data is represented in Reports and Tables across the system, as well as be used to auto-populate in Transactions (e.g. Journals) when created.
System Effects
The Location Picker will limit the data shown in the tables of your screen by filtering anything not posted to the Location picked or its Children. For example, selecting United States Subsidiary in the example above would only display data that has been logged under United States Subsidiary location. All reporting will initially run reports based on the Location in the Location Picker when the Report first loads (this can be adjusted in the Report Configuration window after report load) and Aging reports (to name a few) will all filter data this way. It's important to be sure you are in the right Location when viewing data in your system, so be sure to be deliberate with the Location selection.
In addition, the Location selected can be a time saver when creating new transactions such as Journal Entries within the UI, as the Location selected will auto-populate the Location in the new Journal.
User Effects
Users can be limited by Location. This is beneficial if you want to restrict specific users to only post transactions and view data to/from certain Locations and their Child Locations. Navigate to the Users support article to learn more about how to adjust a User's settings-->