Ledger adjustments and opening balances

1. On the property's Ownership tab choose Adjust holding.
2. Choose the client and enter the fractions to add or remove. Use a negative number to remove, such as -5.
3. Optionally enter a unit cost. Leave it empty to keep the cost basis.
4. Write the reason, at least 3 characters, and confirm.

An adjustment is a new ledger entry. Settled orders are never edited, and the reason is kept in the audit log. A reduction without a unit cost removes cost at the holder's average cost.

If investors already own fractions from before you used EasyHaus, import them as opening balances.

1. On the Ownership tab choose Import opening balances.
2. Choose a CSV file with the columns property_reference_code, client_email, fractions, cost_basis, currency and acquired_on.
3. Review the check result. Nothing is imported unless every row is valid.
4. Choose Import.

Each row writes an opening balance entry with its cost basis. Clients must already exist and properties need a reference code. See CSV import formats.