Admin
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 Templates
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 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 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