The Owners Area can be used to manage your payments to each owner and expenses by owner unit.
Transactions for each owner can be viewed in the Owner Statement. To create a statement go to Owners Statement
Before you enter any payments or expenses you must have a Transaction Category for the transaction. If you already have a category created such as, "Cleaning" or "Commissions", then enter your payment or expense. If you need to create a new category, go to Transaction Categories.
In this section
Owner Payments
Click on Payments in the Owners Area to see a list of all Owner payments Use the sort function to sort this list as needed.
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To add a payment to an Owner Unit:
- Click Add
- Choose the Owner from the drop down list
- Enter a Reference note if needed.
- Enter amount
- Choose the Transaction Category from the drop down list
- Enter any notes if necessary
- Click Save
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Owner Expenses
Click on Expenses in the Owners Area to see a list of all Owner expenses. Use the sort function to sort this list as needed.
Click on image to enlarge
To add an expense to an Owner Unit:
- Click Add
- Choose the Room to assign the expense from the drop down list
- Enter a Vendor name and/or Reference if needed.
- Enter amount
- Choose the Transaction Category from the drop down list
- Enter any notes if necessary
- Click Save
Click on image to enlarge
Overview
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