eForms

Data imports for MRI, made easy

Structured data entry. Approval routing. Real-time validation.
All feeding directly into your MRI database.

app.eboxsoftware.com
eForms new lease creation screen showing form statuses, approval workflows, and data upload tracking

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.

journal_entries.xlsx
EntityGL AcctAmount
PROP-001420012,500
PROP-00251008,750
PROP-00342003,200

Your spreadsheet

Upload
app.eboxsoftware.com
eForms file upload and validation interface

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
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eForms new lease creation form with structured fields for property details, occupant info, and lease dates

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
eForms real-time GL account validation as you type

As you type

GL account gets checked against your MRI database immediately.

2
eForms pre-submission validation showing errors to fix

Before submit

All fields verified. Journals balanced. Format checked.

3
eForms all rows validated and ready to import to MRI

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

Journal Entries

Single or multiple auto posting batches.

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
+100 more potential business workflows available.

Two ways to work

Structured forms

For one-at-a-time entry by team members.

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eForms structured form for creating new buildings in MRI with guided fields and dropdowns

File upload

For bulk imports from your existing spreadsheets.

app.eboxsoftware.com
eForms file upload interface for bulk spreadsheet imports into MRI

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:

SubmitReviewApproveImport

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
Approved10:42 AM
M. Davis
Edited Row 409:15 AM
M. Davis
Submitted09:10 AM
Savills

"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
Rachel Rule
Director – Savills UK

Clear errors, not cryptic codes

Typical Error Log
Import failed
See log file...
Error code: 4521-BATCH
eForms Validation
❌ Row 23: GL Account "5200" not found
✓ 197 rows validated successfully

Vague messages. No row numbers. No way to pinpoint the problem.

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
app.eboxsoftware.com
eForms form designer showing custom field configuration, sections, and 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 for any recurring import.

Works with your MRI database

Pulls your data. Respects your permissions.

Data flows through standard MRI channels.

eForms
Sync

Your MRI Instance

Your GL accounts
Your entities and properties
Your vendors
Your user permissions
Your data hierarchy
eForms

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
Schedule a Demo

Questions? sales@eboxsoftware.com