The Owners Area can be used to manage your payments and expenses 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.
In this section
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.
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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
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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.
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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
Click on image to enlarge
Overview
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