Import rental agreements

If you want to create multiple lease agreements at once, you can also import them via an Excel file.

Prerequisite

1. The import file is filled out. See 📄 Importvorlage befüllen IC1763

2. The following operating cost type groups must be available:

3. One named “Billing Operating Costs”

4. One named “Settlement Operating Costs (Flat Rate)”

5. The following G/L accounts must exist for each company:

6. One for the operating cost type group “Settlement OC” with 0% VAT

7. One for the operating cost category group “Settlement OC” with 19% VAT

8. One for the operating cost category group “Billing BK Flat Rate” with 0% VAT

9. One for the operating cost type group “Billing Operating Costs Flat Rate” with 19% VAT

10. One for the base rent with 0% VAT

11. One for the base rent with 19% VAT

Procedure in the FM Portal

Path to the starting point: System Control - Leasing - Import Lease Agreement List

1. In the Company selection field, select the company to which the lease agreements are to be assigned.

2. (if you want to assign the lease agreements to a purchase review) In the Portfolio dropdown menu, select the portfolio to which the lease agreements should be
   assigned.

3. Click on Browse... .

4. Select the import file containing the lease agreement data, which is based on the eTASK Excel import template for lease agreements.

5. Click Import... .

The lease agreements are imported

Take a look here too:

📄 Importvorlage herunterladen IC9513

📄 Importvorlage befüllen IC1763