General
Frequently asked questions
By Travis and 1 other2 authors12 articles
FAQ
View frequently asked questions about SoftLedger's accounting platform.
- Export SoftLedger Foreign Exchange (FX) ratesThis article explains how to export daily calculated foreign currency exchange rates for those with multi-currency organizations.
- API Key is not present in table issueFirst time SoftLedger API users may see this error if a request to create an object in SoftLedger which references an alternate object is sent to the api.
- How do I add a new User?Follow these steps for adding a new user to SoftLedger.
- How to account for fixed assets?Lean how to account for fixed assets within SoftLedger's platform.
- Audit Log: How to find deleted objectsUsers looking to find deleted objects in softledger can use the Audit Logs to trace the deleted job and also further review the details of the deleted object.
- Forgot password?Users can recover their password if they have forgotten it by navigating to their respective login page and following the below steps.
- How do I troubleshoot login issues?Troubleshooting actions for login issues
- How do I use bulk actions?Across SoftLedger, there are several bulk edit functions available. This article will walk through a few examples.
- How do I set up Multi-Factor Authentication?SoftLedger has the ability to have additional authentication for each user. This is a how-to guide on the process to set up your multi-factor authentication.
- Emailing Documents from SoftLedgerSend documents like AR Invoices or Purchase Orders to Customers and Vendors by email directly from SoftLedger — control which documents are emailed, customize the email templates, and track delivery.
- When to use a custom field or a custom dimension?SoftLedger has the ability to add custom information to the transactions and Journal Entries used to run your business.
- SoftLedger Dimension Overview - Tenants vs. LocationsDistinction between Locations and Tenants, and how Dimensions are used with Tenants