Update rent ledger rows from saved receipt PDFs
Update rent ledger rows from saved receipt PDFs
Your rent receipt PDFs arrive in a shared folder without structured data, slowing posting and reconciliation for property managers. Get matched ledger rows and trust entries before the next reconciliation.
Overview
When cheque rent receipts pile into a folder, billing staff spend hours reconciling and hunting for matching rows. This workflow parses each saved rent PDF and posts the deposit into ledger and trust worksheets, so property managers and billing staff see recorded deposits within minutes and ready for the next reconciliation.