To import a ledger in the Strata Collect application, please follow the guide below.

The video below demonstrates the steps for importing a ledger and the relevant debts.




Step 1: Access the Home Screen

Ensure you are logged in and on the home screen.


Step 2: Navigate to the Matter Ledgers
From the home screen, select the relevant Matter, then click on the Ledgers tab to access ledger options for that matter.

Step 3: Upload a Ledger
Click the Upload Ledger button (identified by an upload icon), or simply drag and drop your ledger file into the designated area.

Step 4: Review Ledger Extraction
A confirmation message will appear, displaying a preview of the extracted information, such as Lot Number, Location, and Entities.

Step 5: Import the Ledger
Click Add to Matter to import the ledger data into the system.

Step 6: Add Debts
After selecting the ledger, the extracted information will be displayed. Click Import Debts to Matter to automatically add the debts.
Tip: You can review and edit the debt and payment details before importing if needed.


Step 7: Confirm Debts Are Imported
Navigate to the Debts tab within the matter. You will now see the imported debt entries listed.