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.

Note: Once the ledger is uploaded and you see the Transactions appear, refresh the page to see a counter of unreconciled Transactions on the top navigation bar.

Uploading Ledgers from SmartAccounting or Global Vista

  1. While logged into a Franchise or Series, click Transactions on the top 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. 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!
Note: Please see the Matching Columns article for best practices to ensure a successful match and upload.

Uploading Ledgers from PSL

  1. While logged into a Franchise or Series, click Transactions on the top 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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