How to Upload Ledger History

ExactEstate allows uploads for historical entries for resident ledgers in the event you require historical accuracy of payments and charges from other systems.

To upload Ledger History, please follow the steps below.

Step 1. Navigate to the Admin tab under the Main Menu, click System Setup.

Step 2. Navigate to and click Ledger History

Step 3. Review the Validation Rules by clicking on the question mark symbol.

Step 4. Download the Example Ledger History Entry File and fill in the appropriate details.

Step 5. Select the filled in CSV to upload and click Submit.

Step 1