How do I record a settlement when an owner pays me back?
ForProperty managers
Who can do this
Organization admin; members with Owner Disbursements & Statements.
Where to find it
Owner payable page → Record settlement
Steps
- Pick Property, Settlement type ("pm advance reimbursement" or "owner charge settlement"), Receiving account and Memo.
- For a PM advance, enter Settlement amount → Record settlement.
- For owner charges, select Select charges to settle, allocate amounts ("Allocate settlement amounts to outstanding charges:", Total allocated) → Record settlement.
What happens next
Toast Owner settlement recorded. The Not yet settled card drops. Void from Settlements → ⋮ → Void (toast Settlement voided).
Troubleshooting
"No outstanding owner-chargeable bills found for this property." Without a Trust or Clearing account, the actions are disabled.
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