There are times when an owner will reimburse me outside of the statement period. There is no way to record a payment without creating a statement and if I create a statement I only get a one and done for the month. Trying to keep track of when and what an owner pays me and waiting until the end of the month is in efficient and clunky. Not to mention that I just plain ole forget. This would help so much!!
Hi MaryBeth, Owner Statements work best when there is a 'positive' amount to send to an owner. The best (only?) way to 'record' a reimbursement would be to create a 'negative' expense in PM > Expenses for that owner or property. You can even create a custom category to make those transactions stand out from the others.
You don't need to create a statement at the time you enter this transaction, but it will show up on your next statement when you do.
Thanks for that tip. That should work.
