Table of Contents

Uploading Ledgers

Jennifer Sneider Updated by Jennifer Sneider

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

Uploading a ledger creates Transactions in AssetHub. Please contact your Account Manager to discuss the initial ledger upload to ensure proper column matches.

Warning: Please see the Matching Columns article for best practices to ensure a successful match and initial upload.
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 Feature 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. If this is not your initial upload to the Project, do not edit the columns or customize the matches.
  7. View the Import Summary to verify the 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!
Pro Tip: After you have uploaded your ledger, click the Send Notification button to notify your team that they have unreconciled Transactions! You can choose to notify selected departments or all departments.

Uploading Ledgers from PSL

  1. While logged into a Feature 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. If this is not your initial upload to the Project, do not edit the columns or customize the matches.
  7. View the Import Summary to verify the 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!
Pro Tip: After you have uploaded your ledger, click the Send Notification button to notify your team that they have unreconciled Transactions! You can choose to notify selected departments or all departments.

How did we do?

Exporting Asset Reports from PSL

Matching Columns

Contact