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
Document PDF TemplatesCreate and customize the templates to turn SoftLedger Documents (Invoices/Sales Orders/Sales Quotes/Purchase Orders) into PDF documents.
Template FormattingAdjust the PDFs Template produced
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