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.
👉 Start in the Financial Dashboard from the left Nav.
Look for Import Tools and find Unit Ledger History
‼️ IMPORTANT: Make sure you have created your units first
Download the template for best results.
Read and then delete the sample data.
Read the Expected Columns data in the Import tool window.
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.
A note on the statuses:
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.
Click Analyze CSV and see the following example:
When complete you should see the following:
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