Crypto Trades are created to swap one Crypto Coin/Asset for another. This will increase the Asset Account balance for the received Coin and decrease the balance of the Asset Account for the sent Coin.
Click the +New button and make sure the top dropdown box for transaction Type is set to 'Trade'. Note: This is the most manual way to bring transactions into the system, and it is recommended to use the SoftLedger API, Excel Upload Templates, and Integrations whenever possible.
Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Trade to complete.
Date - The timestamp the transaction occurred in UTC Timezone.
Received Coin - Coin received (these are created from integrations, uploads, or previously on the Crypto>Coins page).
Wallet - Wallet the trade takes place in (these are created previously on the Crypto>Wallets page).
Received Quantity - Total number of Coins received in the Trade.
Received Per Coin Price - Fiat price per Coin at the time of the Trade for the Coin received. Click the 'Get Rate' icon to pull the market weighted average rate for the selected timestamp.
Sent Coin - Coin sent in the Trade (these are created from integrations, uploads, or previously on the Crypto>Coins page).
Sent Quantity - Total number of Coins traded.
Fee Coin - Optional Coin used to pay fee. Fee Wallet must be selected prior to selecting the Fee Coin.
Fee Quantity - Optional total number of Coins used to pay fee for the Trade.
Fee Per Coin Price - Optional fiat price per Coin used to pay fee. Click the 'Get Rate' icon to pull the market weighted average rate for the selected timestamp.
Currency - Fiat currency of the Per Coin Price field(s).
Customer - Optional Customer associated with this transaction.
Vendor - Optional Vendor associated with this transaction
Reference - Optional reference text (Will be set as the description field for the Journal Entry created from the transaction).
Notes - Optional long text field.
TX Hash - Optional field to store the hash if it is an on-chain transaction.
Note: You can edit any create crypto transaction so long as the transaction is not in a closed accounting period.