If an owner ledger is no longer in use, the ledger can be archived. When a ledger is archived, Re-Leased places an archived ledger in an inactive state. An archived ledger is searchable and can be restored if required. 


Important to Know

Archived ledgers discard any financial reports. The following reports must be generated and securely stored before archiving a ledger:

  • Financial Details via Reports > Trust Accounting > Financial
  • Financial Summary via Reports > Trust Accounting > Financial
  • Ledgers Report via Reports > Trust Accounting > Ledgers

An archived ledger is not included when generating any financial reports.


An owner ledger can be archived if:

  • The current balance is zero
  • There are no uncleared funds
  • There are no unpaid fees
  • There are no active invoices or credit notes
  • There is no rent for an active tenancy


Archive an Owner Ledger

To archive an owner ledger:

1. Click Trust Accounts


2. Click Rental Ledger Balance


3. In Search ledgers, enter a ledger name, then click Go, or

4. Click a Ledger


In the Ledger screen:

5. Click Edit Ledger


6. Click Archive


A confirmation screen will display. Please ensure any financial reports are generated and securely stored before continuing.


To archive the ledger:

7. Click Archive This Ledger


Restore an Owner Ledger

To restore an archived owner ledger:


1. Click Trust Accounts


2. Click Rental Ledger Balance


3. In Include Archived Ledgers?, click Yes

4. In Search ledgers, enter a ledger name, then click Go, or

5. Click a Ledger


6. Click Restore Ledger


A confirmation screen will display. Please ensure the described ledger is correct.


To archive the ledger:

7. Click Restore This Ledger