NetLessor - Lease Schedule Generation

Overview

NetLessor has the ability to generate lease schedules in bulk or as a single batch process. This step is especially useful for users after lease data uploads with high volume lease activity or during initial setup.

SINGLE LEASE SCHEDULE GENERATION

STEP BY STEP PROCESS

  • Navigate to the lease record you want to generate a schedule for and select the Generate Schedule button to initiate the schedule generation process. 

                 

  • You can monitor the status on the subsequent page, periodically refreshing until the schedule is generated. 
  • Once the process is complete, the amortization schedule will appear on the lease classification subset title on the Amortization Schedule subtab.

  • The lease is now ready to be commenced. See article Commence Leases for more information.

MASS LEASE SCHEDULE GENERATION

Use Case: NetLessor has the ability to generate lease schedules in a bulk batch process. This step is especially useful for users after lease data uploads with high volume lease activity or during initial setup.

STEP BY STEP PROCESS

  • Navigate to the Mass Lease Schedule Generation page by selecting NetLessor > NetLessor Setup > Mass Generate Schedules
  • Select Save to initiate the mass schedule generation. Depending on the lease volume and lease durations, the processing job can range from less than a minute to 30 minutes or more. 

  • You will receive a notification email when the job has completed, which will include a detail listing of the leases for which the schedule generation was completed.
  • You can monitor the status on the subsequent page, periodically refreshing until the status has change to Complete and a .csv file is saved with the processing results.

  • To generate schedules in a more targeted fashion, which may be necessary if volumes exceed 10,000 leases, navigate to the Generate Amortization Schedules page by selecting NetLessor > Mass Update Leases >Mass Generate Schedules.
  • Enter any desired filters and click Filter Results if you would only like a subset of pending leases to have amortization schedules generated (or re-generated). Once you’re happy with the leases displaying in the sublist, click the Mark All button then click the Generate Schedules button.
  • You will be redirected to a status page where you can refresh periodically to see the leases with updated amortization schedules.

  • Once the status is Complete you can click the Export button to save the processed results as a .csv file.
  • The leases are now ready to be commenced. See article Commence Leases for more information on how to mass commence leases. 
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