SoftLedger

Set up you multi entity structure as softledger locations

Locations

Create and edit your chart of accounts to use across all Locations

Chart of Accounts

Cost Centers as a Dimension in SoftLedger

Cost Centers

Products

Jobs

Create and edit your custom dimensions here.

Custom Dimensions

Create, edit, post, or delete Journal Entries in Draft status from here.

Journals

Add bulk journal entries through an xlsx excel template

Bulk Journal Upload

Users can create re-usable templates for Journals, Bills, and Invoices.

Document Template; Journals, Invoices, and Bills

Create budget(s) to be viewed against actual results for comparison of tracking against company policies and projections.

Budget Creation

Travis Lander

Geoff Ostrega

Financial information such as account string and journal entry information

Financial

Edit or Delete a Journal Entry created from a Bulk Upload.

How do I edit a journal entry created from a bulk upload?

Lear how to remove activity from one SoftLedger Location and add that activity into a new SoftLedger Location.

How do I transfer Journal Entries from one SoftLedger Location to another?

Convert transactions from QBO to SoftLedger in Implementation

How to convert QuickBooks (QBO) Journals to SoftLedger Journals

How do Reversing Journals work?

Reverse a Posted Journal Entry individually or in bulk.

How to Reverse Posted Journal Entries

Financial Journal Entry Frequently Asked Questions

Financial FAQs

Find answers and get help from Intercom Support and Community Experts

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