Owners → /owners Beta
When you manage property on someone else's behalf, the owner is a party you owe money and a report to. The owner workspace holds everything about that relationship in one place.
The owner workspace
A single navigation strip runs across the whole module:
| Destination | Route | Purpose |
|---|---|---|
| Overview | /owner-overview | Portfolio-level position across all owners. |
| Owners | /owners | The owner directory. |
| Contracts | /owner-contracts | Management agreements and their commercial terms. |
| Statements | /owner-statements | Periodic statements of income, costs and net payable. |
| Disbursements | /owner-disbursements | Money actually paid out. |
| Schedules | /owner-statement-schedules | Automated statement and payout cadence. |
All owner detail pages are addressed by UUID, so a link you copy from the address bar opens the same record for a colleague.
The owner record
Opening an owner gives you tabs for:
| Tab | Contents |
|---|---|
| Overview | Summary of the owner's position. |
| Contracts | Their management agreements. |
| Units in scope | What you manage for them. |
| Statements | Statement history, with Download latest PDF. |
| Disbursements | Payout history. |
| Ledger | The owner's account movements. |
| Allocations | How receipts were attributed. |
| Bank accounts | Payout accounts. |
| Contacts | People to deal with. |
| Documents | Agreements and correspondence. |
| Activity | Audit timeline. |
Payout accounts
An owner's bank accounts are managed on the owner record, with one marked default. The default account is what disbursements pay to unless overridden on a specific payout.
Adding an owner
Create the owner
Owners → Add. Name, contact details, tax identifier, and address.
Add a payout bank account
Mark one default. Without it, disbursements cannot be paid.
Attach the units
Link the units you manage for them — this is what drives their statement.
Create a management contract
The commercial terms: commission, cadence, thresholds. See Owner contracts.
How the money flows
Tenant pays rent
→ allocated to invoices on the owner's units
→ owner statement: gross income − management commission − attributed expenses
→ net payable
→ disbursement paid to the owner's bank account
Two things determine whether this works:
- Units must be attached to the right owner — otherwise income never reaches their statement.
- Expenses must be attributed to the right unit or block — otherwise costs are never recovered. See Expenses.
Owner overview
/owner-overview shows the position across all owners: what has been collected, what is owed out,
what has been disbursed, and which statements are outstanding. It is the page to open before a
payout run.
Reporting
| Report | Answers |
|---|---|
| Owner statement | What does this owner earn and owe for the period? |
| Landlord report / statement | Legacy landlord reporting surfaces. |
| Expense report | What was spent on the owner's units. |
See Reports.
Common problems
| Symptom | Cause and fix |
|---|---|
| Owner statement shows no income | Units are not attached to the owner, or the lease income is against a different unit. |
| Costs missing from a statement | Expenses were recorded without unit or block attribution. |
| Commission looks wrong | Check the contract's commission terms and their effective dates — terms are versioned. |
| Disbursement cannot be paid | No default payout account on the owner. |
| Owner balance shows zero despite activity | Check the statement period and that statements have actually been generated for it. |