Getting started with SoftLedger

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Getting Started

Start with these resources to begin using SoftLedger's accounting software.

Resources

Single-Sign-On through an Identity Provider for SoftLedger Login - If interested in using an Identity Provider (e.g OKTA, Google) as the form of login, this article entails how you can enable Single-Sign-On.
SoftLedger User Interface Theme - Update to the latest SoftLedger user interface theme.
Manage Data in Tables - Customize data table views for best use and efficiency with managing your data.
System Date Picker - Use the convenience of the set System Date for controlling reports and new transaction creation with ease.
Bulk Uploads - SoftLedger has the ability to bulk upload objects (e.g. Journal Entries, Invoices, etc.) from csv/excel files to facilitate data creation.
System Location Picker - Control multi-entity reporting and new transaction creation with a convenient picker for each location entity.
How Ledger Accounts work with Locations - Instruction on how Ledger Account controls can be set per Location access.
Beginning Balances and Historical Data Upload - As a new customer, you likely need to bring in your beginning balances or historical years of activity from another system or other source to start off using SoftLedger.
Dimension Upload - Upload objects into SoftLedger rather than creating them one by one through the use of SoftLedger Dimension Upload Templates.
SoftLedger Implementation Guideline - Milestone by milestone guidance to set up your SoftLedger system.
Table Export Guide - Details on how to export data tables from the user interface.
Recurring Documents: Invoices, Bills, Journals - This feature allows users to create recurring journals, bills, and invoices based on a schedule and template.