Landlord-Tenant Reconciliation

Navigate: Personal Property Appraisal > Landlord-Tenant Reconciliation

Description

Use this task to upload and process a spreadsheet file that compares landlords/tenants in the system and reconciles the account information based on the uploaded data.

Steps

1. On the Reconcile Landlord-Tenant Lists screen, select the Tax Year or accept the default

2. Click Select to open a Choose Files pop-up to browse and select the desired input file.

3. Select the Import file format.

4. Select the Worksheet (tab) to process.  If not selected, all are selected and you may not get the results you want.

5. Define the Schedule Options if you want to schedule the process on a regular basis.

6. Click Finish to submit the process to batch process on the Monitor Batch Processes screen, from which you can select your process and associated file.

   • Click Close to end the task.