Uploading Accounting Transactions: Overview

If you have a list of accounting transactions you wish to import into ManageCasa like charges, payments, checks, and deposits, you can perform this operation in bulk via the bulk transaction upload rather than manually adding each transaction.

To import accounting transactions into ManageCasa:

1. Go to Manage → Bulk Upload

2. Select Transactions from the list of Data Types.

3. Once you've selected the data type, you can download the template. Complete the spreadsheet, entering all of the details of your accounting transactions.

For Accounting Transactions, you will at a minimum need to provide a:

• Transaction Date
• Transaction Type (Income or Expense)
• Property Name (to associate the transaction with)
• Record Type (Charge or Payment)
• Payment Method
• Paid By
• Check Number (if the record represents a check payment)
• Check Memo (if the record represents a check payment)
• Payment Amount
• Deposit Bank Account (if the record represents a deposit

4. After you've filled out the template, either drag it into the upload box or click 'Browse,' choose the template file, and then click 'Import'.