Admin
User Roles and Permissions
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
Document PDF Templates
Template Formatting
User Role and Permission Definitions
Profile
Generate and manage API Keys to work with SoftLedger programmaticallyGenerate API Keys for using SoftLedger's programmable REST API
Enhanced Reporting - Consolidation Rates
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?
What is an example of foreign currency remeasurement?
How to add an Auditor - View-Only