Credit an Owner 

How do I credit an owner account? 

When you want to "credit an owner" you have to consider whether or not this is revenue being paid to the owner.

If this is revenue and you want this money to show on the owner 1099 then:

Go to Accounting:

1. Navigate to Post an Owner Charge

2. Under Transaction Type click on Credit from Management

3. Enter Description

4. Add an Owner Posting Date

5. Enter Owner Amount

6. Enter Unit Name/ID Filter

7. Select the Unit on the box below

8. Under Owner make sure you select:

   • All Partners, if this will apply to all owners

   • Or the specific owner this credit will apply to

How to delete an owner charge or credit? 

When you have made the incorrect owner credit or charge you are able to delete the transaction at the unit level

1. Navigate to Tools > Property Definition > Homes or Vacation Rentals

2. Select the Edit pencil for the unit where you want to delete an owner charge or credit

3. Click the Owner tab

4. Click the Owner Balance Tab

4. Enter a date to show all transactions as of the date of the charge/credit you want to delete

5. Click Update

5. Select the red trash can icon next to the transaction you want to delete