Bulk Importing the Schedule
The other method of capturing leases in LeaseAccelerator is through the Bulk Import function. Using this method, you populate a Portfolio Intake Workbook (PIW) with the necessary and relevant lease, asset and accounting information and then import that file into LeaseAccelerator through the UI.
Download a PDF version of the guide.
Step |
Action |
|---|---|
1 |
Navigate to the Bulk Import workspace of LeaseAccelerator by clicking on Bulk Import on the Left NavBar. |
2 |
Ensure you are on the Portfolio tile. |
3 |
Choose your appropriate PIW file. |
4 |
Click the Validate button. Once the file has been validated, you may see Red errors or Yellow warnings appear, depending on the accuracy of your import file. Red errors must be addressed before leases can be imported into LeaseAccelerator. Yellow warnings alert you to possible issues but will not prevent you from importing. |
5 |
If you would like LeaseAccelerator to automatically classify the leases, you may check the box directly above the Import button. |
6 |
Once you have corrected any Red errors and addressed any Yellow warnings, ensure that the boxes for the leases you want to import are checked, then hit Import. This will start the process of importing your leases into the system. The time this will take varies depending on how many schedules/assets you have in your import file. The more you have, the longer it will take to process. |
7 |
When the import is complete your results will be listed, and each Schedule Number is a hyperlink to navigate directly to that schedule’s Deal History. |
Entering a Lease with Approve/Reject Workflows
If you opted to have the approve/reject workflows enabled for Enter Schedule and PIW, then there will be additional required steps after the booking and classification of your leases. These steps may include review and approval, or review, rejection, correction, and review and approval. Please refer to the LA User Guide to Segregation of Duties to learn more about the approve/reject workflows available.