Import Recovery Expenses on Existing Leases

As part of our ongoing improvements to streamline your workflow, SIRE now allows you to import Recovery Expenses in bulk directly from the Leases screen. This eliminates the need to upload them one by one.

📍 Where to Find the Import Option

1. Navigate to Tasks > Manage Leases > Leases in SIRE.

2. Click on the “Import“ button, and then on the “Import Recovery Expenses” option, located just below the “Import Charge Amounts”.

📂 What Happens Next

Clicking the “Import Recovery Expenses” button opens a workbook, where you can either upload a spreadsheet or enter the data manually.

🔤 Required Fields

Make sure your import file includes all of the following mandatory columns:

• Property ID

• Lease Name

• Item ID

• Unit ID

• Tenant ID

• Expense Category Name

• Recovery Expense Amount

📥 Import Options

You can choose between two ways to populate the workbook:

✅ Upload File

Upload a spreadsheet from your computer that includes all the required fields listed above.

You can first download the Recovery Expenses template using the “Download“ option of the workbook to ensure proper formatting.

✍️ Manually Enter Data

Type data directly into the workbook fields inside SIRE.

✔️ Validations & Error Handling

The workbook automatically checks your data as you enter or upload it. You can:

• See errors marked directly in the sheet.

• Filter by error to focus on rows with issues.

• Edit, delete, or download the data before import.

• Close the workbook to cancel the process at any time.

📊 Import Results

Once your data is complete and error-free:

• Click Import to finalize the process.

• The Recovery Expenses will be populated in the Actual Expense column for each corresponding Expense Category in the Recurring Charges Recovery Settings.

🔔 Notifications

You’ll be notified of the result:

• ✅ Success: All Recovery Expenses were imported successfully.

• ⚠️ Errors Found: A notification will show the details of any issues that need to be corrected before retrying the import.

🧩 Tips for a Smooth Import

• Always double-check that your Item ID and Expense Category match your setup in Recovery Settings.

• Download the Recovery Expenses template from the import modal to ensure proper formatting.

• Make small batch imports first to test if your format is correct.