Getting started with SoftLedger
Getting started with SoftLedger
By Travis and 1 other2 authors12 articles
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Single-Sign-On through an Identity Provider for SoftLedger LoginIf 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
SoftLedger User Interface ThemeUpdate to the latest softledger user interface theme
Getting Started
Start with these resources to begin using SoftLedger's accounting software.
Manage Data in TablesCustomize data table views for best use and efficiency with managing your data
System Date PickerUse the convenience of the set System Date for controlling reports and new transaction creation with ease
Bulk UploadsSoftLedger has the ability to bulk upload objects (e.g. Journal Entries, Invoices, etc.) from csv/excel files to facilitate data creation.
System Location PickerControl multi-entity reporting and new transaction creation with a convenient picker for each location entity
How Ledger Accounts work with LocationsInstruction on how Ledger Account controls can be set per Location access
Beginning Balances and Historical Data UploadAs a new customer, you likely need to bring in your beginning balances or historical years of activity from another system or other source to start off using SoftLedger.
Dimension UploadUpload objects in to SoftLedger rather than creating them one by one through the use of SoftLedger Dimension Upload Templates
SoftLedger Implementation GuidelineMilestone by milestone guidance to set up your SoftLedger system
Table Export GuideDetails on how to export data tables from the user interface
Recurring Documents: Invoices, Bills, JournalsThis feature allows users to create recurring journals, bills, and invoices based on a schedule and template.