What does the "Where the money goes" preview show?

ForLandlordsProperty managers

Who can do this

Anyone using the Income, Expense or Bill form.

Where to find it

The right-hand panel of the form (a bottom bar on a phone).

Steps

  1. Enter an amount; the panel reads "Answer the first questions to see this." until you do.
  2. Watch it update with each answer.

What happens next

It shows the payee and where the money came from, then who bears it (for example "You pay $113.00 · $100.00 + $13.00 GST/HST", "Owner pays", "Tenant pays"), the owner statement line and how it lands in your books (expense, GST/HST, fee revenue). For income collected for an owner it shows "Owner credited … · Stays in trust" and "Your fee".

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