FAQ

View frequently asked questions about SoftLedger's accounting platform.

Articles

  1. Export SoftLedger Foreign Exchange (FX) rates - This article explains how to export daily calculated foreign currency exchange rates for those with multi-currency organizations.
  2. 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.
  3. How do I add a new User? - Follow these steps for adding a new user to SoftLedger.
  4. How to account for fixed assets? - Learn how to account for fixed assets within SoftLedger's platform.
  5. 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.
  6. Forgot password? - Users can recover their password if they have forgotten it by navigating to their respective login page and following the below steps.
  7. How do I troubleshoot login issues? - Troubleshooting actions for login issues.
  8. How do I use bulk actions? - Across SoftLedger, there are several bulk edit functions available. This article will walk through a few examples.
  9. 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.
  10. 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.
  11. 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.
  12. SoftLedger Dimension Overview - Tenants vs. Locations - Distinction between Locations and Tenants, and how Dimensions are used with Tenants.