The following article explains how to add Unit Owner's to the Owner's Accounting module.
Configuration Settings > Owners.
This area is for inputting the Owners for each of the units. A few things to note when entering Owner Names:
- Even if an Owner owns more then one unit, still only enter their name once
- If Owners are permitted to reserve or request bookings using their Owner Login, then ensure that each Owner has a Telephone Number tied to their name, as this is a mandatory reservation field in the PMS.
- Two Owners may share the same email address. When the Owner goes to login it will ask them which Owner they would like to view.
Adding an Owner
Adding Owner Names
There are two options; to either enter the Owners First & Last Name, or a Company Name.
To enter an Owners First & Last Name, fill out the form that appears below, entering the Owner information accordingly. When finished click on to Save after each entry to save & exit or Save & New to just move to a new entry screen.
Adding Company Names
To enter a Company Name, check the Use Company Name box to the right hand side of the screen. First & Last Name is now replaced with Company Name. Simply fill out the form that appears below, entering the Company information accordingly. When finished click on to Save after each entry to save & exit, or Save & New to just move to a new entry screen.
Modifying an Owner
To modify an owner (ie: change address, phone number, email) go to Configuration Settings > Owners.
Deleting/Deactivating an Owner
Owners cannot be deleted once they have been attached to a Unit. Once an Owner is attached to a Unit, history is tied to the Owner and therefore it can only be Deactivated.