General

Frequently asked questions

View frequently asked questions about SoftLedger's accounting platform.

• Export SoftLedger Foreign Exchange (FX) rates: This article explains how to export daily calculated foreign currency exchange rates for those with multi-currency organizations.
• API Key is not present in table issue: First time SoftLedger API users may see this error if a request to create an object in SoftLedger which references an alternate object is sent to the API.
• How do I add a new User?: Follow these steps for adding a new user to SoftLedger.
• How to account for fixed assets?: Learn how to account for fixed assets within SoftLedger's platform.
• Audit Log: How to find deleted objects: Users looking to find deleted objects in SoftLedger can use the Audit Logs to trace the deleted job and also further review the details of the deleted object.
• Forgot password?: Users can recover their password if they have forgotten it by navigating to their respective login page and following the below steps.
• How do I troubleshoot login issues?: Troubleshooting actions for login issues.
• How do I use bulk actions?: Across SoftLedger, there are several bulk edit functions available. This article will walk through a few examples.
• How do I set up Multi-Factor Authentication?: 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 authentication.
• How do I send emails directly from SoftLedger?: Learn how to set up your email settings, add addresses, and send out and review email statuses directly from SoftLedger.
• When to use a custom field or a custom dimension?: SoftLedger has the ability to add custom information to the transactions and Journal Entries used to run your business.
• SoftLedger Dimension Overview - Tenants vs. Locations: Distinction between Locations and Tenants, and how Dimensions are used with Tenants.