Table of Contents

Uploading Ledgers

Jennifer Sneider Updated by Jennifer Sneider

Studio Managers and Series/Franchise Owners can access this feature.

Uploading a ledger creates Transactions in Asset Hub.

Uploading Ledgers from SmartAccounting or Global Vista

  1. Click Transactions in the left navigation bar.
  2. Click Import File.
  3. Choose Entertainment Partners (EP) as the accounting provider.
  4. Click the + Choose button and navigate to the location on your computer where the exported ledger is stored. 
  5. Click Upload to upload the ledger.
  6. Once the ledger has been uploaded, you’ll be presented with a page to match the columns from the ledger to default fields in Asset Hub.
Note: Please see the Matching Columns article for best practices to ensure a successful match and upload.

Uploading Ledgers from PSL

  1. Click Transactions in the left navigation bar.
  2. Click Import File.
  3. Choose Cast & Crew as the accounting provider.
  4. Click the + Choose button and navigate to the location on your computer where the exported ledger is stored.
  5. Click Upload to upload the ledger.
  6. Click the Import button at the bottom of the "Match Columns" page. Do not edit the columns or customize the matches.
  7. View the Import Summary to verify number of new Transactions coming in. If it looks correct, click Continue with Import
  8. Once you are directed to the Transactions page, you're done!

How did we do?

Exporting Asset Reports from PSL

Handling POs

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