Property Owner Account Management

[ overview ]

The Property Owner Management feature is primarily designed to facilitate effective management Agency Operations. Its purpose is to oversee various aspects related to the property owner, such as contract details and the generation of monthly statements encompassing income, expenses, and recurring financial transactions. This guide will show you how to setup and management the Property Owner Account.

[Step 1: Add New Property Owner Account]

Property Owner - Add New Property Owner Account

[Step 2: Add Owner Contract]

Contract - Add Owner Contract 

[Step 3: Registration of Expenses]

**You can register property-related expenses in the system, including both monthly fixed expenses and one-time expenses.

• This allows you to track and manage your property's financial information effectively.

Owner Account Management - Registration of Expenses

[Step 4: Manually Create Income Statement]

**The "Income Statement" provides a summary of monthly income and expenses for reporting to the owner.

• It can be saved as a PDF file and is automatically generated each month based on the date set in the "Contracts" section.
• However, you also have the option to create the income statement manually if needed.

Owner Account Management - Manually Created Income Statement

[Step 5: Property owner's recurring income and expense recording]

**The recurring balance of the Property Owner is updated monthly to reflect the income and expenses for that period.

Owner Account Management - Recording of income and expense