How do I send a bill to the owner for approval?
ForLandlordsProperty managers
Who can do this
Users who can create bills; the row action needs Approve & Post Transactions.
Where to find it
Add transaction → Bill, or Bills tab → draft row → ⋮.
Steps
- Create the bill with Who pays for this? = The owner ("Billable to owner in full") or Split it. If the property has more than one owner contract, pick the Owner.
- On When you create this bill, choose Request owner approval and click Send for approval.
- Or, for a draft that is already billed to the owner: Bills tab → the row's ⋮ → Request owner approval.
What happens next
"Owner approval requested" / "We notified the owner to review this bill." The badge becomes Pending Owner Approval with an Owner badge. The owner gets an email and an in-app notification and approves or declines in their portal (chapter 10). When they approve, the badge becomes Approved and you're notified; when they decline, it reads Owner Rejected.
Good to know
You can still approve a Pending Owner Approval bill yourself (⋮ → Approve) as an override. A split bill's email tells the owner their share; a bill with a management fee adds the fee and total.
Troubleshooting
"No owner contract for this property": the property has no owner to bill.