Documentation

Read the closing ledger

Every acquisition, disposition, financing and refinance on a deal, in one chronological list.

The closing ledger is what happened on this deal and when. Acquisitions, dispositions, loan closings and refinances are one kind of event here rather than four separate registers, which is the only way the question has a single answer.

The list is banded by date. Two closings on the same date to different counterparties are normal on a land deal, so they render under one heading rather than as two rows that do not acknowledge each other.

Who can

  • Money at view redacted or better: anyone who can track budget status without seeing amounts.

Levels are set per person in Settings and people. What each level means.

How to

The step-by-step walkthrough for this page comes from the in-app guide, which is not on this release yet. Everything above describes what the screen does and who can open it.

Show me in the app

Known limits

There is no way to add a closing from inside the app yet. The ledger reads whatever has been recorded, and today rows arrive from an import or are written by an administrator. Reading and reporting work; entry does not.

At view_redacted on money the events and their dates are listed and the figures read as dashes.