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Importing Expenses & Reconciling Bank

If you have questions about Landlord Vision, ask them here.
jamesplanb
Posts:3
Joined:Sat Mar 06, 2021 10:26 am
Importing Expenses & Reconciling Bank

Postby jamesplanb » Thu Mar 11, 2021 8:43 am

Is it possible to import a CSV file of expenses?
Also, if some of the expenses have been paid from a personal rather than the business account, how does the system handle reconciling these?
Thanks

jamesplanb
Posts:3
Joined:Sat Mar 06, 2021 10:26 am

Re: Importing Expenses & Reconciling Bank

Postby jamesplanb » Thu Mar 11, 2021 8:45 am

Also, assuming it is possible to import a spreadsheet of expenses, is it then possible to attach scans of receipts to the individual expense entries afterwards.

roy
Posts:58
Joined:Tue Aug 23, 2016 11:38 am
Location:United Kingdom

Re: Importing Expenses & Reconciling Bank

Postby roy » Thu Mar 11, 2021 8:55 am

Hello James

Thank you for your question

There isn't a dedicated location for importing expenses in that fashion. You could import them via the bank statements page but then you will have duplicates when you come to import your bank statements

Please see the following Knowledge Base article for recording payments via a different account

https://landlordvision.userecho.com/en/ ... nk-account

Once your expenses are in the system, you can then add receipts to them. Alternatively, you can upload the receipts to Property Manager > Scanned Receipts and create the expenses from those

Kind regards
Roy

jamesplanb
Posts:3
Joined:Sat Mar 06, 2021 10:26 am

Re: Importing Expenses & Reconciling Bank

Postby jamesplanb » Thu Mar 11, 2021 9:02 am

Is there no import service for people moving over to LV from elsewhere?

roy
Posts:58
Joined:Tue Aug 23, 2016 11:38 am
Location:United Kingdom

Re: Importing Expenses & Reconciling Bank

Postby roy » Wed Mar 24, 2021 4:52 pm

Hello James

The import options in Landlord Vision are as follows:

Portfolios > Import Properties and Tenancies from CSV File. Allows you to import the properties with addresses, the name of the tenant and create a payment schedule for each one. No historical data is imported

Account Manager > Bank Accounts > Open the bank account > Bank Statements tab > Import Bank Statement. Allows you to import payment data, usually a bank statement. Files can be imported in QIF, OFX or CSV format

Kind regards
Roy


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