Use accounting as a property manager
Keep property, owner and portfolio scope clear when reviewing management activity.
On this page
Review your access and scope
Use your authorized portfolio account and identify the property or portfolio involved. Do not treat an accounting filter as proof that access is isolated to that subset.
Book the actual activity
Assign income, expenses and management-related entries to the appropriate scope and accounts. Review owner contributions, distributions and transfers separately from rental income.
Review owner reporting separately
Inspect reports with the intended dates and property filters. Use the offered owner statement workflow for that owner, and confirm any actual payout through its separate payment record.
Check the result
- The saved management activity and reports use the intended property, owner and portfolio scope.
FAQs
Does saving an owner distribution transfer money?
An accounting entry records activity. Confirm any real payout separately through its authorized provider or payment workflow.
Does choosing a subportfolio change a manager’s permissions?
No access change should be inferred from a report grouping. Review team access and portfolio authorization separately.