EZLease allows users to make bulk updates to any descriptive fields on a lease record (e.g. Asset class, user-defined fields, account numbers, etc.). Any changes that are made via bulk update, will be shown for the entire life of the lease (i.e. the full lease term).
Note: Financial information [like interest rates, economic life, cannot be updated in bulk.
Bulk updating your leases
Download the EZLease lessee bulk import template: Bulk Import Templates
From within EZLease, run a listing report in spreadsheet output, for all leases
Copy and paste your lease numbers from the listing report to the bulk import template (column A, starting on row 2)
On the bulk template, type "Yes" in column B ("Change")
Starting in column AF (Lease description), add the correct descriptive value(s) (you can copy and paste from the listing report, if some values aren't changing)
Notes: You only need to enter values into fields that need to be updated. Blank fields will not overwrite current descriptive information.
If you're updating a User-defined field that is set up as a list, you'll need to make sure there are no blanks, and all values that you enter must first be in your UDF list, in System Options)
Upload your template to My Files
Click File > Lease Upload > select your file
Bulk updating lease numbers
|Download the EZLease lessee bulk import template: Bulk Import Templates|
|2||Enter the original lease number into column A ("Lease number")|
|3||Enter "Lease" in column B ("Change")|
|4||Add the new lease number in column AF ("Lease description")|
|5||Upload your template to My Files|
|6||Click File > Lease Upload > select your file|