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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.

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The owner workspace

A single navigation strip runs across the whole module: All owner detail pages are addressed by UUID, so a link you copy from the address bar opens the same record for a colleague.

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The owner record

Opening an owner gives you tabs for:

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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.
Verify a change of payout bank details out-of-band, by phone to a number you already hold. A request to update owner banking details arriving by email is the most common fraud attempt in property management.

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Adding an owner

1

Create the owner

Owners → Add. Name, contact details, tax identifier, and address.
2

Add a payout bank account

Mark one default. Without it, disbursements cannot be paid.
3

Attach the units

Link the units you manage for them — this is what drives their statement.
4

Create a management contract

The commercial terms: commission, cadence, thresholds. See Owner contracts.

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How the money flows

Two things determine whether this works:
  1. Units must be attached to the right owner — otherwise income never reaches their statement.
  2. Expenses must be attributed to the right unit or block — otherwise costs are never recovered. See Expenses.

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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.

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Reporting

See Reports.

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Common problems

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Next steps

Owner contracts

Commission, cadence and thresholds.

Owner statements

How a statement is built and read.

Owner disbursements

Paying owners what they are owed.