All CollectionsUser GuideAdminAdminView administrative related resourcesBy Geoff and 1 other2 authors·18 articlesArticlesUser Roles and PermissionsGranular roles for usersAudit 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 closePDF 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 produceUser Role and Permission DefinitionsReview the Roles that can be assigned to each userProfilePersonalize your user accountGenerate and manage API Keys to work with SoftLedger programmaticallyGenerate API Keys for using SoftLedger's programmable REST APIEnhanced Reporting - Consolidation RatesConsolidation Rates are used in SoftLedger tenants that have multiple reporting currencies used within their SoftLedger Location StructureCustom User RolesCreate and name custom roles with the selection of individual user permissions.CollectionsAdmin FAQs8 articles·Admin Frequently Asked Questions