This article explains how to record the profit transferred to the owner in the monthly report, helping you as the host accurately track and update the owner’s balance.
Step 1 : Navigate to Owner Profit Payout
Log in to your Delta PMS account.
Go to the sidebar menu on the left side.
Click Owner > Owner Report > Reports tab.
Select the Owner property > See Details.
Click View Report > Transaction Tab.
Scroll down and go to Owner Profit Payout.
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 of 200 characters.
Recognition Date: date picker field for the selected month.
Description: text field for additional description with maximum of 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 the “Import” button.
Click choose a file or here text link.
When the file is uploaded, click “Next”.
Match the field with your uploaded file data.
Ref ID: text field for all characters with maximum of 200 characters.
Recognition Date: date picker field for the selected month.
Item Name: the name of the item.
Description: text field for additional description with maximum of 200 characters.
Amount:the amount of the data.
Remarks: the remarks from the data.
Click “Next”.
After the Import Record popup appears, click “Start import” after you are sure the data are imported correctly.