Admin
View administrative related resources
By Geoff and 1 other2 authors18 articles
- User Roles and PermissionsGranular roles for users
- Audit LogsLogs of all actions impacting the softledger system, such as logs for transaction creation to reports run.
- Accounting PeriodsManage your fiscal accounting years and monthly periods close
- PDF TemplatesCreate and customize the templates to turn SoftLedger Documents (Invoices/Sales Orders/Sales Quotes/Purchase Orders) into PDF documents.
- PDF Template FormattingAdjust the aesthetics of the PDFs your Templates produce
- User Role and Permission DefinitionsReview the Roles that can be assigned to each user
- ProfilePersonalize your user account
- Generate and manage API Keys to work with SoftLedger programmaticallyGenerate API Keys for using SoftLedger's programmable REST API
- Enhanced Reporting - Consolidation RatesConsolidation Rates are used in SoftLedger tenants that have multiple reporting currencies used within their SoftLedger Location Structure
- Custom User RolesCreate and name custom roles with the selection of individual user permissions.
Admin FAQs
Admin Frequently Asked Questions
- How Do I Remeasure Foreign Currencies?Remeasure posted currency balances to reporting currency at spot rates at month end closing.
- How does the year end Retained Earnings closing entry work?Details on the process for how the system automatically books the Retained Earnings Entry
- How do I close the month and fiscal years?Learn to close down accounting periods within the SoftLedger platform.
- What is an example of foreign currency remeasurement?SoftLedger has the ability to accept any fiat currency on any transaction, and convert that transaction to the reporting currency of the entity.
- How to add an Auditor View-Only UserAdd auditors directly to softledger to expedite audit processing
- Realized Foreign Currency Gain/Loss from Foreign Currency AP Bills and AR InvoicesAutomatically capture per transaction realized gain and loss amounts from paying bills or receiving cash in foreign currencies
- End of Period Elimination EntriesEnd of period Elimination Entries to offset differences in FX Rate at date of transaction vs. date of consolidation
- Managing Multiple Roles in SoftLedger Using Email AliasesCreate separate SoftLedger user accounts under the same email address using email aliases