FAQ (existing in Intercom) (26)

How do I troubleshoot login issues?

Created by Travis Lander, Modified on Wed, 22 Jun, 2022 at 2:48 PM by Sanjayan Arulsakaran
How do I add a Check Number to a Payment?

Created by Travis Lander, Modified on Thu, 23 Mar, 2023 at 5:27 PM by Simone Paddock
How do I use bulk actions?

Created by Travis Lander, Modified on Thu, 18 Feb, 2021 at 9:22 AM by Travis Lander
How do I resolve cost basis errors?

Created by Travis Lander, Modified on Thu, 18 Feb, 2021 at 9:22 AM by Travis Lander
How do I convert a crypto provider export into the SoftLedger Upload template?

Created by Travis Lander, Modified on Mon, 22 Feb, 2021 at 5:53 PM by Travis Lander
How Do I Revalue Foreign Currencies?

Created by Travis Lander, Modified on Tue, 7 Mar, 2023 at 6:30 PM by Simone Paddock
How do I set up Multi-Factor Authentication?

Created by Travis Lander, Modified on Thu, 14 Nov at 1:36 PM by Travis Lander
How do I edit my default financial reports?

Created by Travis Lander, Modified on Mon, 22 Feb, 2021 at 6:04 PM by Travis Lander
How do I edit a journal entry created from a bulk upload?

Created by Travis Lander, Modified on Wed, 26 Jul, 2023 at 12:13 PM by Sanjayan Arulsakaran
How do I view my Trial Balance by month/year?

Created by Travis Lander, Modified on Thu, 18 Feb, 2021 at 9:22 AM by Travis Lander