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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.

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title	In this section

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root	Owners Area

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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.

Click on image to enlarge

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

Click on image to enlarge

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

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