Ledger Validation for System Setup
Please follow the validation rules below when filling out System Data in the System Setup File that needs to be filled out for onboarding.
Validation Rules: Ledgers
This file allows you to upload the base ledger data from residents in the system. Using this methodology your residents start off their ledger in ExactEstate at the same state they were at in the other system you used. Note: if you need to upload previous ledger information we enable that too with our Ledger History Uploads.
Building: This is a name of a building currently entered in the system.
Unit: This is the Unit Number of a unit currently entered in the system.
Balance: This is the current amount prepaid or owed for the resident ledger.
Deposit On Hand: This is the amount of deposit you want held for the resident. This is normally the amount already collected.
Deposit Required: This is the amount of deposit required by the resident. This could potentially be different than Deposit on Hand.
