Financial
Financial information such as account string and journal entry information
By Travis and 1 other2 authors14 articles
- LocationsSet up you multi entity structure as softledger locations
- Chart of AccountsCreate and edit your chart of accounts to use across all Locations
- Cost CentersCost Centers as a Dimension in SoftLedger
- ProductsProducts as a Dimension in SoftLedger
- JobsCreate Job Dimensions in SoftLedger
- Custom DimensionsCreate and edit your custom dimensions here.
- JournalsCreate, edit, post, or delete Journal Entries in Draft status from here.
- Bulk Journal UploadAdd bulk journal entries through an xlsx excel template
- Document Template; Journals, Invoices, and BillsUsers can create re-usable templates for Journals, Bills, and Invoices.
- Budget CreationCreate budget(s) to be viewed against actual results for comparison of tracking against company policies and projections.
Financial FAQs
Financial Journal Entry Frequently Asked Questions
- How do I edit a journal entry created from a bulk upload?Edit or Delete a Journal Entry created from a Bulk Upload.
- How do I transfer Journal Entries from one SoftLedger Location to another?Lear how to remove activity from one SoftLedger Location and add that activity into a new SoftLedger Location.
- How do Reversing Journals work?Create a Reversing Journal Entry
- How to Reverse Posted Journal EntriesReverse a Posted Journal Entry individually or in bulk.