Importing Expenses & Reconciling Bank

[jamesplanb]

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]

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]

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]

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

[roy]

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