So you're just about to wrap up with your Lease File Audit, but you want to make sure your reports will show all of the good data that you've collected in the most clear way possible. It wouldn't be too fun to open and review each individual audit, would it? Well, good news, you don't have to!
With our handy bulk updating tool, you can make bulk changes to your Lease File Audit data. It's as easy as editing a spreadsheet! To get started, click on the "three dot" icon at the top of the LFA screen:
Next, click Export Audit Data; a spreadsheet starting with the word "corrected" will download. Open up the spreadsheet to see all of the data that was entered during the course of the audit. Note, however, that data that was pre-loaded in the rent roll, or data that was not changed from the rent roll, will not appear in this sheet, so don't panic if you don't see everything!
With this spreadsheet, you can make edits to your data without having to enter into each individual audit. Common uses for this handy tool are: ensuring Employer names are consistent, ensuring the appropriate selection was made on the Income Frequency field (to calculate Annual Income for each Occupant), and ensuring that if "yes" was selected on a yes/no field for some audits "no" is filled in for those that were left blank.
Okay, let's give this a try! I'm going to enter the word "test" into the Comments section for Unit 212:
Next, I'm going to make sure I save the spreadsheet and use the same "three-dot" icon, but this time I'll select Import Audit Data and navigate to where I saved my "corrected..." spreadsheet. Once I do that, a message will appear letting me know that my upload was successful! Hooray! To check to make sure my changes went through, I will click on Unit 212 and take a look at the Comments field where I entered the word "test":
Awesome, looks like it worked! Pretty easy, right?
NOTE: The column headings and row headings cannot change or the import will not work. Additionally, all data entered must match the available options for the field being changed. For example, a "yes/no" field cannot have any other text entered for that column, the answers must all be "yes" or "no"; text cannot be entered in a numerical or currency field, etc.