Import - Editing Owner Beginning Balances


When Beginning Balances are imported into the system, they can be edited after the fact once they're posted. 

This article will go over how to edit the post date, charge code, and beginning balance amount once imported. 


Step By Step 

1. Click Portfolio then Community. Select the community with the transaction to edit. 

2. Go to the Activity Feed, and locate the Beginning Balance transaction to edit. Click to open the transaction. 


3. Click Actions then Edit 


4. Make the necessary edits.


  • Post Date 
  • Code Click the drop down menu to update the code with the balance
  • Amount Update the code balance 
  • mceclip4.pngDelete Remove the owner balance line item. 

5. When finished, click Save. 

Did you find this article helpful?

0 out of 1 found this helpful