Owner Account Management - Recording of income and expense

[ Overview ]

Monthly income and expenses are reflected in the owner's recurring balance.　 The recurring balance for each owner can be viewed from the [CRM] → [Property Owner ] page.　

[ Steps to Record transactions ]

1. You can view the recurring balance for each owner from the CRM  → Property Owner page.

2. On the General Journal tab, you can select the specific account details that correspond to the financial transactions you want to record.

3. Additionally, you have the option to record "Withdrawals" when payments are made to owners by Add Transaction.

4. The recorded transactions will be reflected in the balance upon completion.

By precisely recording and tracking income and expenses through the General Journal tab, you can maintain an up-to-date and accurate financial balance for your property, providing valuable insights into its financial performance.