Getting Started

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

• 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 in to 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.