Help Centre

How do I record income I collected for an owner?

ForProperty managers

Who can do this

Organization users with Create Transactions.

Where to find it

Add transaction → Income → Whose money is this?.

Steps

  1. Enter the amount and pick the owner's property (the owner option is disabled until a property is picked: "Select a property first").
  2. On Whose money is this?, choose Collecting for the owner ("Owner's funds go to trust").
  3. Set your fee: Fee type (% of amount or Flat (CAD)) and Your fee.
  4. On What kind of income?, pick an owner-collection category (for example Late Fees, Parking Fees, Utility Reimbursement).
  5. Finish the steps and click Add transaction.

What happens next

The money is credited to the owner in trust, less your fee; your fee (plus GST/HST if you're registered) is your revenue. The title badge reads "Property transaction". The entry shows under Owner activity, and the owner's balance on the Distributions tab rises (chapter 10).

Good to know

Clearing the property switches the choice back to My business income.

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