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: Navigate to → ADMINISTRATION → FINANCIAL → ACCOUNTING → PROPERTY OWNERS
STEP 2: Click on New Property Owner and fill out corresponding information
|Business Name||Input Business Name|
|Fiscal Year End||Input Fiscal Year End|
|Street Number||Input Street Number|
|Street Name||Input Street name|
|Suite Number||Input Suite Number (if applicable)|
|Postal Code||Input Postal Code|
After filling out the required fields, click SAVE. You will notice that the Properties tab becomes available to click.
STEP 3: Navigate to Properties Tab → Add Ownership Records → Select Properties → Select OK
Once this is complete you have created the Owner and attached the properties associated with the owner, this task is complete.
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