Adding An Owner and Assign a Property

Owners are required in many aspects of the Property Vista system. They link to accounting, bank accounts, expenses, purchase orders and many more. It is important they are added in at the start. Please see the process below;

Step 1: Click on Administration 

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Step 2:  Click on Financial-->Accounting-->Property Owners 

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Step 3: Click on Add New Property Owner

 

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 Step 4: Fill in the required information and click save 

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Step 5: Once you click SAVE you will notice that the 'properties' tab becomes available to click. Here you will be able to link your properties to each owner by clicking '+add ownership records'.

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Once you have selected the property the task is complete.

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