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Phase 4 onboarding and migration packs

Limited opening-balance package

Package limited opening balances tied to active operational ledgers without becoming full accounting history import.

Package tracks

4

Playbooks

4

Validation

36

Competitor tooling

closed

Target outcome

Finance users can establish starting rent balances while keeping the accounting-later boundary, posted-payment rules, and receipt evidence clear.

Package checklist

  1. 1Tie balances to active operational ledgers only.
  2. 2Separate opening balances from historical accounting replay.
  3. 3Review rollback and actor evidence before treating balances as product truth.