Re-Leased

Archived ledgers often prevent the restoration of associated entities such as tenancies, properties, or owners. To restore these entities, the linked ledger must first be reactivated.

General Steps to Restore Archived Ledgers

Navigate to Client/Trust Accounts → Owner Ledger Balance.

Change the filter to display Archived ledgers.

Locate the relevant ledger linked to the entity you wish to restore.

Open the ledger and click Restore Ledger to reactivate it.

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1. Navigate to Client/Trust Accounts → Owner Ledger Balance.
2. Change the filter to display Archived ledgers.
3. Locate the relevant ledger linked to the entity you wish to restore.
4. Open the ledger and click Restore Ledger to reactivate it. 
 
 
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Follow the steps above to restore the linked ledger.

Locate the tenancy and click Restore.

1. Follow the steps above to restore the linked ledger.
2. Navigate to Archived Tenancies.
3. Locate the tenancy and click Restore.

Reactivate the linked ledger as described in the general steps.

Navigate to Properties → Filters → State: Archived.

Locate the property, open the three-dot menu, and select Restore.

1. Reactivate the linked ledger as described in the general steps.
2. Navigate to Properties → Filters → State: Archived.
3. Locate the property, open the three-dot menu, and select Restore.

Go to Trust Accounts → Owner Ledger Balance.

Click the owner’s name to open their contact page, then click Restore.

1. Go to Trust Accounts → Owner Ledger Balance.
2. Filter for Archived ledgers.
3. Search for the ledger and open it.
4. Click the owner’s name to open their contact page, then click Restore.

Return to Client/Trust Accounts → Owner Ledger Balance.

Open the ledger and click Restore Ledger → Restore This Ledger.

1. Return to Client/Trust Accounts → Owner Ledger Balance.
2. Keep the filter on Archived.
3. Open the ledger and click Restore Ledger → Restore This Ledger.

Part 3: Run the Financial Details Report (Optional)

Navigate to Reporting → Trust Accounting → Financial Details Report.

Select the company and bank account, and set the date range.

Tick Date Override and Include Archived Ledgers.

Under Owners to Include, select the relevant owner(s).

Generate the report on-screen or download/print it as a PDF.

1. Navigate to Reporting → Trust Accounting → Financial Details Report.
2. Select the company and bank account, and set the date range.
3. Tick Date Override and Include Archived Ledgers.
4. Under Owners to Include, select the relevant owner(s).
5. Generate the report on-screen or download/print it as a PDF.

Error: "Tenancy is related to a Trust/Client Account ledger that is no longer valid." - This occurs when the tenancy is linked to an archived ledger. Follow the steps to reactivate the ledger before restoring the tenancy or property.

- Error: "Tenancy is related to a Trust/Client Account ledger that is no longer valid." - This occurs when the tenancy is linked to an archived ledger. Follow the steps to reactivate the ledger before restoring the tenancy or property.

By following these steps, you can efficiently restore archived ledgers and their associated entities in Re-Leased.

Restoring archived ledgers and their associated entities (tenancies, properties, or owners) in Re-Leased requires addressing the dependency between the ledger and the entity. Below is a step-by-step guide to resolve these issues.

How do I restore archived ledgers and their associated tenancies, properties, or owners in Re-Leased?

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How do I restore archived ledgers and their associated tenancies, properties, or owners in Re-Leased?

Overview of Ledger Dependencies

General Steps to Restore Archived Ledgers

Specific Scenarios

Restoring a Tenancy

Restoring a Property

Restoring an Owner and Owner Ledger

Part 1: Restore the Owner

Part 2: Restore the Owner Ledger

Part 3: Run the Financial Details Report (Optional)

Troubleshooting Common Errors