How do I pay an owner (record a disbursement)?
ForProperty managers
Who can do this
Organization admin; members with Owner Disbursements & Statements. Posting without approval needs Approve & Post Transactions.
Where to find it
Accounting → Distributions → an owner → Record disbursement (on a phone, Actions)
Steps
- On the Properties tab, tick the properties to pay. The Disburse card shows the ready amount and "N of M properties selected".
- Select Record disbursement.
- If another approver exists, choose Approve & post now or Submit for approval.
- Owner statement: Send to owner now ("Publish to the portal and email the PDF.") or Record only ("Save as a draft to send later.").
- Disbursement method: Manual (you paid the owner outside Kera) or Kera transfer ("Sent to the owner's Kera account.").
- Payout account: a Trust or Clearing account (or Add new account).
- Enter the amount (use Review & adjust individual amounts for several properties) and an optional Memo.
- Select Approve & send, Approve & record or Submit for approval.
What happens next
Toast Disbursement posted · "The payout was posted and the statement was emailed to the owner." with View statement. The owner balance drops. A Kera transfer moves money from your Wallet to the owner's Kera account, which pays out to their bank. Submitted payouts show Pending approval and approvers are notified.
Limits
- Kera transfer needs the owner's payout account to be active and enough available Wallet balance. Otherwise use Manual.
- You can't pay out more than the owner is owed.
Troubleshooting
- Kera transfer disabled with "<Owner> hasn't added a bank account yet. You can start that from Owner details.": send the owner a bank setup link.
- A red line names a property and its reserve shortfall: trust compliance mode blocks it. Lower the amount.
- "The payout was posted, but the statement email didn't go out. Send it from Disbursements."
- Toast "Couldn't record disbursement" with a reason.
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