SoftLedger

Set default accounts and required accounts for certain processes within SoftLedger

Settings - Accounts

Manage the settings for the Crypto module from Settings>Crypto.

Settings - Crypto

Review currency settings and create custom currencies from this page

Settings - Currency

Customize objects in softledger by adding custom fields where the default ones aren't enough

Settings - Custom Fields

Customize line item dimensions for added context to your activity

Settings - Dimensions

Customize settings to make softledger your own

Settings - System

Settings - Tax Codes

Smart setting option to update the PO purchase price with latest purchase received

System Setting - Update Item Purchase Price on Receive

Receive notification of events from softledger

Webhooks

This knowledge base article provides definitions and explanations for handling dates and timezones within the software system.

Accounting Dates, Timezones, and Timestamps

Enter your own foreign currency exchange rates on Journal Entries when required

Custom Currency Exchange Rates for Journal Entries

Create and use Custom Currencies to control denominations of transactions.

Custom Currencies

Geoff Ostrega

Travis Lander

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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