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The Owners Area can be used to manage your payments to each owner and expenses by owner unit. 

for each Owner. 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.

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Page Tree
rootOwners Area

 

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Owner ExpensesPayments

Click on Expenses Payments in the Owners Area to see a list of all Owner expenses. payments Use the sort function to sort this list as needed.

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To add an expense a payment to an Owner Unit:

  • Click Add
  • Choose the Room to assign the expense Owner from the drop down list
  • Enter a Vendor name and/or 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 PaymentsExpenses

Click on Payments Expenses in the Owners Area to see a list of all Owner payments expenses. Use the sort function to sort this list as needed.

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Click on image to enlarge 

To add a payment an expense to an Owner Unit:

 

  • Click Add
  • Choose the Owner Room to assign the expense from the drop down list
  • Enter a Vendor name and/or 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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