Financials (General Ledger)

1. Click on the "Financials" menu item

If you just logged into the owner portal you are already on this page. The financials is the default landing page.

2. Optional: If you have more than one property and would like to see just one use the property field to select the address you want to look financials for.

The default option is "All Properties"

3. Optional: If you are looking for a specific period use the period field to select the timeframe you want to see ledger details for.

The default option is "Three months to date"

4. Click on Search

5. Click on the property address to expand the results and see the details

6. Viewing the expanded ledger

The system will show you the amounts on each account grouped on the periods you selected. 

All the blue text can be clicked to view greater detail.

7. Click on any amount that you want full detail of what makes the amount

8. Viewing the detail of an account

In this case you can see the detail of the Repairs expenses during a month.

9. Viewing receipts

If an expense has a receipt or attachment you will see the icon on and you can click on the icon to view the receipt.

Note: Receipt upload is manual on our end, some property managers will share the receipt directly with the homeowner via email if you need the receipt detail open a owner request and our accounting team will find and upload the receipt.