This article explains how to record the profit transferred to the owner in the monthly report, helping you accurately track and update the owner’s balance.
Step 1 : Navigate to Owner Profit Payout
Log in to your PMS account.
Go to the Dashboard.
Click Owner on the left sidebar of your screen to access the property list.
Select Owner Report.
Select a property and click on See Details.
Select a room by clicking the Room dropdown menu.
Click on the See Details button.
In the Owner Report details page, click on the Transactions tab.
Scroll down to find the Owner Profit Payout section.
Step 2 : How to Add the Owner Profit Payout Record Manually
Click on the + Add Record button.
Fill all the mandatory fields.
Ref ID: text field for all characters with maximum 200 characters
Recognition date: date picker field for the selected month
Description: text field for additional description with maximum 200 characters
Amount: text field with currency format based on currency that has been set in Settings domain.
Click Add.
The new owner profit payout record will appear in the Owner Profit Payout list.
Step 3 : How to Import Record to the Owner Profit Payout
Click on the Import button.
Click Choose a File or Click Here.
When file uploaded, click Next.
Match the field with your uploaded file data
Ref ID : Text field for all characters with maximum 200 characters.
Recognation Date : date picker field for the selected month.
Item Name : Name of the item.
Description : text field for additional description with maximum 200 characters.
Amount : Amount of the data.
Remarks : Remarks from the data.
Click Next.
Import confirmation appeared, click Start Import if you already sure the data imported correctly.