SoftLedger

Travis Lander

Geoff Ostrega

Getting started with SoftLedger

If interested in using an Identity Provider (e.g OKTA, Google) as the form of login, this article entails how you can enable Single-Sign-On

Single-Sign-On through an Identity Provider for SoftLedger Login

Your account

Customize data table views for best use and efficiency with managing your data

Manage Data in Tables

System Date Picker

Bulk Uploads

System Location Picker

How Ledger Accounts work with Locations

Beginning Balances and Historical Data Upload

Dimension Upload

Getting Started with setup of your SoftLedger system

Table Export Guide

Recurring Documents: Invoices, Bills, Journals

Getting Started

Find answers and get help from Intercom Support and Community Experts

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