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What is an Owner Account?
What is an Owner Account?
Updated over 3 months ago

Individual owner accounts automatically track all financial activity for each unit, ensuring smooth and accurate recordkeeping. These accounts generate monthly and annual statements, keeping your owners fully informed.

Viewing an Owner Account

  1. Accounting

  2. Owner Account

  3. Unit Chooser > Select Unit

Owner Account features

  1. Unit Chooser - select the unit to view the owner's account

  2. View Month or Annual period by selecting the date range

  3. Click "Print" to preview the statement

  4. Click 'Email Owner' to send finalized or non-finalized statement

  5. View the last month finalized and the balance brought forward

  6. Click the "Add+" icon to add a miscellaneous transaction to the account

  7. View the processed transactions. Select any field from the table to modify or update the amount.

  8. Click the "Trash" icon to delete a transaction

  9. Click the "Track" icon to display the history of updates that have been made to the owners statement

  10. Collect Owner Payment - copy and paste the secure credit card link to collect a payment from the owner

  11. View the minimum account balance, payment due to/from the owner, and the ending balance

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