Setting up Unit Owner Accounts: (Owner Profile)

The Unit Owner Accounts feature gives you the ability to manage and maintain Unit Owner accounts and to record all revenues and expenses associated with each owner. Units/rooms are also assigned to the respective owners so that their transactional activities can be tracked. Each time a guest stays in one of these assigned units/rooms, all revenues and expenses associated with this reservation will be assigned to the respective Unit Owner.
 

To create a Unit Owner Account, you would click on:
 

1. The Accounts Module
2. Accounts
3. Client New Account at the bottom of the screen
4. Account Type would be Unit Owners
5. Enter in mandatory fields in red:
   • Account Name (Unit owner name or name of the company)
   • Market Segment (If made mandatory during setup)
   • Referral (If made mandatory during setup)
   • First & Last Name
   • Phone Number
   • Address
   • City
   • State
   • Postal Code
   • Country
   • E-mail Address (Optional)
   • Tax Exempt (Optional)
   • Tax Exempt ID (Optional)
   • Bill Type (enter in payment information, e.g. credit card, check, cash, etc.)
   • Pay By Account (In the event that the Unit Owner uses the unit, should charges:
     • Be automatically sent to the unit owner's account (auto)
     • Be an option for account to be charged (optional)
     • Never be charged (no)
6. Check Use Mailing Information box, if mailing Information is the same as Billing Information
7. For Credit Cards – enter card expiration date
8. Click on Associate Rooms tab (Room Picker window will open)
9. Select rooms/units that are owned by the respective Unit Owner
10. Click Select
11. Click on the Calendar to edit the “Purchase Date”. (purchase date should be earlier than the first account transaction)
12. Click on Save and Close

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