⛬ Importing Unit Ledger History

When onboarding with Vlge, you may desire to bring a number of months or even years of history in for each of the units in your community. This guide will illustrate how to do this.

Look for Import Tools and find Unit Ledger History

‼️ IMPORTANT: Make sure you have created your units first

Note: Regarding "dues" as the type. In the Vlge system, the backend uses "annual_dues" as the technical field name, but accepts dues, monthly_dues, or quarterly_dues as well in the import.

There are three sections of "charge types" - Each shown in a pop up (see below) on the Unit Ledger Import page so you can view your types:

Built-in: Dues, Fine, Special Assessment, Other, each with their import code and a clipboard copy button. The label shown reflects any renaming you have done (e.g. if you renamed "Dues" to "Annual Assessment" that's what appears).

System: Late Fee, Interest, Prior Balance, Payment, Credit - each with a short note that says both what the platform does with it automatically and that it's valid for importing historical data of the same kind.

Custom: Any types you have added in Billing Settings, with their import codes. If there are none yet, a link pointing to Billing Settings to add them.

The running balance at any point in time in the history is determined by the statuses of any amounts entered. If you start with an Opening balance of $1200 that is "pending" then future paid transactions will calculate off of that balance.

Any additional pending amounts add to the balance and any paid amounts deduct from the balance

Start your import and follow the guide.

When complete you should see the following:

*Note: Screenshots may evolve subtly over time. If you have any questions just ask.