This article explains how to add a new owner to an existing property.
To add a new owner
Select Owners from the top menu.
Click Add New.
The New Owner screen appears.
Complete the screen:
Enter the Property Name/Address.
Enter the Unit Number and the Mailing Address field is automatically completed.
Enter the owner's name and contact information.
Leave the status as Current.
Select the Type of owner.
Enter the ownership From date.
You can also indicate if this owner is a Voter, Emergency Assist or Board Member by selecting the appropriate checkbox.
Click Save.
Are charges automatically posted when I add an owner?
Although scheduled charges appear on the Owner screen, they are not posted automatically.
There are two ways you can post them:
You can set up a task to run Monthly Posting automatically.
You can run the function manually, every month.
We strongly recommend that you set up the task and have them posted automatically. This is especially important if your owners pay online as they will want to see what charges are owed.
Note: Once an Owner has been added, their type cannot be edited. If needed, you can add Additional People. If an owner owns multiple units and wants a consolidated ledger, click the Add Unit button on the owner information page to link the primary owner to another unit.