Journal Entries
Single or multiple auto posting batches.
Data imports for MRI, made easy
Structured data entry. Approval routing. Real-time validation.
All feeding directly into your MRI database.
What eForms adds to MRI
Import from Excel
Your team already works in spreadsheets. eForms lets you import journals, vendors, invoices, charges, and leases directly into MRI, validated and approved before anything touches your database.
| Entity | GL Acct | Description | Amount |
|---|---|---|---|
| PROP-001 | 4200 | Rent accrual | 12,500 |
| PROP-002 | 5100 | Service charge | 8,750 |
| PROP-003 | 4200 | Insurance | 3,200 |
| PROP-004 | 6300 | Maintenance | 5,100 |
Your spreadsheet
Upload
Validate & approve
Import
MRI
Clean data in MRI
Download a template
Fill it in Excel
Upload to eForms
Data imports to MRI
Structured Forms
MRI gives you bulk import tools. eForms gives you forms anyone can fill out, no training required.
- Guided fields with dropdowns and date pickers
- Tabs for multi-section entries like leases
- Required fields enforced before submission
Approval Layers
Add approval workflows before data hits MRI.
Notify
Review
Approve
Granular Access
Enable external users to import, submit, and approve data.
Give them the access they need and nothing more.
Catch errors at the source
- Avoid human error
- Enforce business rules
- Respect your organisation's data security hierarchy
- Clean data flows to MRI
Real-Time Validation
Transactional data example.
Catch errors at the source
1
As you type
GL account gets checked against your MRI database immediately.
2
Before submit
All fields verified. Journals balanced. Format checked.
3
Import with confidence
Clean data flows to MRI. No complicated error logs.
Start importing in minutes
Pre-built templates for every MRI workflow
Lease Entry
Lease creation, renewals, and amendments with full validation workflows.
Create Unit
Create Lease
Create Charges
Add Space
Approval
Import to MRI
AP Invoices
Structured invoice data with approval routing by amount or vendor.
Recurring Charges
Configure once, apply across hundreds of units.
Building Creation
Create any part of your property hierarchy: portfolios, entities, buildings, suites, and more.
Built for real estate finance
Where property teams use eForms
Month-End Close
Process and schedule 1000s of journal entries with approval workflows.
No more late nights
Lease Administration
Property administrators enter leases, finance captures charges, property managers approve into MRI.
Real-time email notifications
Accounts Payable
Structured invoice entry with auto-routing by amount or vendor.
Every action logged
Recurring Processes
Configure once, apply to hundreds of units with validation.
Set up once, reuse monthly
Master Data Management
Regional teams create buildings and units with approval layer.
Consistent data, every time
Tenant Charges
Validate accounts, tenant details and charge codes before posting.
Reduce tenant queries
Multiple ways to work
Structured forms
For one-at-a-time entry by team members.
File upload
For bulk imports from your existing spreadsheets.
API In
Connect third-party systems and auto-submit data into MRI through eForms.
ERP SystemThird-party
PM PlatformThird-party
POST
eForms
API In
API In
Sync
MRI
Database
Database
POST /api/v1/forms/submit → validate → approve → import
Automated submission
add flexibility to your business workflows
Route data to the right approver automatically
Conditional logic:
- Invoice > $25K → CFO approval
- Property in Region 2 → Regional Director
- Vendor type = Capital → Asset Management
Multi-step approvals:
Submit
Review
Approve
Import
Status tracking: See where submissions are in the process.
Form Submitted
Invoice > $25K?
Yes
CFO Review
Approved
No
Manager Review
Approved
Import to MRI
Security done your way
Give people forms, not full system access
They enter data. You control what gets approved and goes into MRI.
Property managers get lease forms for their buildings
AP clerks get invoice forms
Admins get full access to their region
Audit Trail
Built-in tracking
Every submission. Every change. Logged. Answer questions in seconds, not hours.
- ✓Who submitted (name, timestamp)
- ✓What they entered (all field values)
- ✓Who edited (change history)
- ✓Who approved (approval chain)
- ✓When it imported (MRI reference)
UserActionTime
S. Johnson
Approved
10:42 AM
M. Davis
Edited Row 4
09:15 AM
M. Davis
Submitted
09:10 AM
“Although still relatively new to Savills, eForms is already proving invaluable for teams managing repetitive, manual processes. We implemented the system smoothly and launched our first form in just under three months.”
“eForms represents a significant growth area for Savills Property Management, with plans for a wider rollout across EMEA. We're enthusiastic about the opportunities it brings and the resource savings it will undoubtedly deliver.”
Rachel Rule
Director – Savills UK
Clear errors, not cryptic codes
Typical Error Log
Import failed
See log file...
Error code: 4521-BATCH
Vague messages. No row numbers. No way to pinpoint the problem.
eForms Validation
❌ Row 23: GL Account "5200" not found
✓ 197 rows validated successfully
Exact row, exact field, exact issue. Fix it and resubmit.
Beyond templates
Build forms that match your business needs
- ✓No fields you don't use
- ✓Mandatory fields on business conditions
- ✓Add custom fields (internal notes, file attachments)
- ✓Design sections and tabs
- ✓Create field dependencies
For monthly imports
Automate each month. Update. Submit.
Monthly accruals? Schedule each month's journal. Update amounts. Submit through the same approval flow.
Before
Re-key every line. Every month.
With eForms
Duplicate December journal
Update 3 amounts
Schedule posting date
Done in 2 minutes
Works with your MRI database
Pulls your data. Respects your permissions.
Data flows through standard MRI channels.
Sync
Your MRI Instance
Your GL accounts
Your entities and properties
Your vendors
Your user permissions
Your data hierarchy
See how eForms transforms your data journey
20-minute demo. Your workflows. Your use cases.
Week 1Connect to MRI + configure forms
Week 2Train team + go live
Questions? [email protected]