How to read the Owner Details Screen Explained

You can access some of the Owner information quickly without going into the Edit screen. Either Double click on the owner or click on the Details/Summary button at the top of the owner list.

Owner Detail Tab: Shows all the contact information for the Owner.

Management Tab: Shows Owner Comments and Company information.

Financial Tab: This shows an actual snapshot of the owners’ financial status within Palace. The highlighted "Amount Owing" shows the actual amount you could pay out the owner today with all expenses taken out.

Note: This does not take into consideration any "Keep backs" set against the property, nor whether the account is set to Hold.

Option Tab: This area shows custom fields plus payment details and frequency for this owner.

 

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