FAQ
Description If you are having issues logging into SoftLedger, follow these steps: First, check to be sure you are using the right email address wit...
Wed, 22 Jun, 2022 at 2:48 PM
Overview Intercompany transactions can be tricky to account for properly, given the need for these transactions to be reflected on multiple sets of books a...
Fri, 22 Mar, 2024 at 5:21 PM
Description Add Check Numbers from your printed Checks to SoftLedger Payments to reference. How to Add Check Numbers After you mark your bills as paid...
Thu, 23 Mar, 2023 at 5:27 PM
Description Across SoftLedger, there are several bulk edit functions available. This article will walk through a few examples. To access bulk edit func...
Thu, 18 Feb, 2021 at 9:22 AM
Description When running cost basis, you may come across errors that cause this process to stop at a transaction that is unable to run through the cost bas...
Thu, 18 Feb, 2021 at 9:22 AM
TABLE OF CONTENTS Description 1. Create a Wallet within SoftLedger titled "BitGo", where these transactions will be uploaded and held under (t...
Mon, 22 Feb, 2021 at 5:53 PM
Description SoftLedger is a multi currency system that can create transactions in all fiat currencies and convert them to the reporting currency of your Lo...
Tue, 7 Mar, 2023 at 6:30 PM
Description SoftLedger has the ability to have additional authentication for each user. This is a how-to guide on the process to set up your multi-factor a...
Mon, 7 Feb, 2022 at 8:24 PM
Description A how-to guide on how to make changes to your default reports. For example purposes, we will walk through how to add the "Crypto Gains &am...
Mon, 22 Feb, 2021 at 6:04 PM
Description Edit or Delete a Journal Entry created from a Bulk Upload. Find and Edit the Journal Entry You can edit journals in 'draft' status fr...
Wed, 26 Jul, 2023 at 12:13 PM