DELTA HQ

This article explains how to input the profit transferred to the owner in the monthly report, allowing you to record and update the balance.

Step 1 : Navigate to Owner Profit Payout 

Click 'Owner' on the left sidebar of your screen to access the property list.

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.

1. Log in to your PMS account.
2. Go to the Dashboard.

3. Click 'Owner' on the left sidebar of your screen to access the property list.
4. Select 'Owner Report'.

5. Select a property and click on 'See Details'. 

6. Select a room by clicking the 'Room' dropdown menu.

7. Click on the 'See Details' button. 
8. In the Owner Report details page, click on the 'Transactions' tab. 

9. 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.

- 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.

The new owner profit payout record will appear in the Owner Profit Payout list. 

1. Click on the '+ Add Record' button. 

2. 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. 
3. Click 'Add'. 
4. 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 'Choose a File' or 'Click Here'

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.

Import confirmation appeared, click 'Start Import' if you already sure the data imported correctly.

1. Click on the 'Import' button. 
2. Click 'Choose a File' or 'Click Here' 
3. When file uploaded, click 'Next'.
4. 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. 
5. Click 'Next'. 
6. Import confirmation appeared, click 'Start Import' if you already sure the data imported correctly.