storEDGE → BayRoster / cutoff notebook
A Rent Roll snapshot stops at the prior day. Keep the activity after that cutoff beside it, not hidden inside a total.
Start with contacts and rental records. Reconcile the money separately before arranging a move.
Build the report packetKeep these together
It covers active tenants and former tenants with money owing. It includes dates, rental rates, deposits and amounts owed or prepaid. Its cutoff is the previous day.
Keep moved-out accounts separate from the occupied-space count. A row with a balance is not proof that a space is occupied.
This report describes current tenants, their rented units and contact details. Spreadsheet versions also contain gate codes. Remove those codes, driver's-license details and real contact information from a sample shared for review.
Contact data is not a financial ledger. Preserve the original privately and use a redacted working copy.
Open Reports, supply the applicable dates and choose the output offered for that report. The guide identifies Print (PDF), Spreadsheet (CSV) and Excel (TXT), then Generate Report. Preserve the file as downloaded; check its actual format before editing.
Example: if the report ends September 22, keep a separate list of September 23 payments, move-ins and move-outs. Do not mix those two snapshots without a reconciliation note.
Read the money columns carefully
Fictional excerpt using labels explained in the vendor's Rent Roll guide. This is a subset of documented report columns, not a complete CSV or a screenshot of a customer account.
| Tenant | Start | Rent Rate | Deposit | Prepaid |
|---|---|---|---|---|
| Robin Example | 2026-05-01 | 80.00 | 100.00 | 80.00 |
| Casey Sample | 2026-07-01 | 65.00 | 0.00 | 0.00 |
Deposit is the paid security deposit. Prepaid includes prepaid rent, insurance and recurring service fees with tax. Keep the components separate when agreeing on the receiving records.
Receiving side / reviewed conversion
BayRoster has no drop-in storEDGE importer. Review a sample, then convert supported records to BayRoster's customer, asset and location-history format.
| Source record | BayRoster destination | Work still needed |
|---|---|---|
| Tenant Contact List contact fields | Customer contact record | Deduplicate customers and retain the link to every rental. Do not bring gate codes into the sample. |
| Rented unit reference | Asset and permanent space assignment | Build the receiving layout first; map each unit to a specific space. |
| Start and paid-through date | Reviewed location dates | Check the cutoff and date meaning. Paid-through is not payment history. |
| Rent Rate | Rate setup review | Confirm discounts and billing rules separately. |
A property map tied to customer and space records. A reviewed setup for the property you run. Your records remain ordinary files, with a CSV export for customers, assets and location history.
Read the current features and limits, then try the fictional demo.
No drop-in importer for these vendor reports. Balances, deposits and prepaid rent need separate financial reconciliation. Historical payments, charges and signed documents stay in your retained records. Active waitlist requests need separate inquiry setup; none of these are carried by the migration CSV.
Access-control connections, saved payment credentials and existing automated workflows do not move just because names and units do. Confirm each job before choosing BayRoster.
At your desk
Write down the date, time, timezone and report period. Keep original files untouched. If a report closes at the end of the previous day, list payments, move-ins and move-outs since that cutoff separately.
Compare both sets of records through a full billing month. Only one system should issue bills or collect money. Parallel checking must not mean duplicate billing.
Retain signed agreements, financial history, deposits, prepaid-rent records and attachments separately. Confirm your vendor's notice period and record-access window before ending service.
Tell renters where to pay only after the new instructions are confirmed. Saved cards and autopay permissions are not assumed to transfer.
Property: __________________ Cutoff: __________________ Checked by: __________________
Your browser's Print menu also works. Use Save as PDF for a copy.
Checked September 23, 2026. Confirm the report options and permissions in your account.