Overview

EZLease allows users to bulk upload new lease data, attachments, impairments, and early terminations, using an Excel template (See: Bulk import templates). The information for the leases is entered on five tabs:

1. Primary tab - this tab includes all information that remains the same for the entire life of the lease.
2. Rent tab - payment dates, rent amounts, and executory costs/ non-lease components. There can be multiple rent steps for a single lease.
3. Options tab - enter all known renewal options. If the option is not reasonably certain to be exercised, leave the "Recog" box unchecked (then revise the lease and check the box when you're RC to exercise). There can be multiple options for a single lease. 
4. Impairments tab - 
5. Attachments tab - enter the attachment name and file path; the actual files must first be uploaded to My Files (See: Using my files).

Additionally, the lessee and lessor bulk upload templates can be used to update descriptive information on existing leases (See: Bulk updating descriptive information). Note that EZLease does not allow bulk changes to financial information other than impairments and early terminations.

Bulk uploading leases

In this video:

• Selecting files for upload - 00:32
• Import options - 00:59
• Booking date - book in current open period - 01:35

Related links:

Video: Adding Leases | Bulk Import Templates | Templates tab