Property Profile

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Owner Tab

Fields

Select an owner from the Find List or add one using the folder button. When you click in the owner line item it will display in edit mode so can enter the required information.

Enter an Owner

To enter another owner click in the open area below the Shares field or use the down arrow key.

Delete an Owner

To delete an owner from the property put the cursor on the line and type <Ctrl><Delete>.

Shares

Enter the number of shares held by this owner. The Percent of Ownership will be calculated based on the Total Shares. As you add more owners and shares to the property the ownership percentage will change. When each owner has the same percentage of ownership, enter 1 as the number of shares. When there are differing percentages, enter the percentage amount without the decimal point.

Example:

Percent of Ownership

This is a protected field and will be computed based on the owner’s shares in relation to the total number of shares.

Total Shares

The total number of shares is calculated from the Shares entered for each owner.

Statement Type

Select the type of statement you wish to send to the owner from the Find List. The statement profile is selected on the Statements tab.

None

Combined Owner - The statement consists of the owner statement followed on the same page by the property statement. Both statements use the Statement Type defined in the Owner Profile.

Separate Owner - The statement consists of the owner statement followed on a separate page by the property statement. Both statements use the Statement Type defined in the Owner Profile.

Combined Property - The statement consists of the owner statement followed on the same page by the property statement. Both statements use the Statement Type defined in the Property Profile.

Separate Property - The statement consists of the owner statement followed on a separate page by the property statement. Both statements use the Statement Type defined in the Property Profile.

NOTE: If an owner wants only a property statement and no owner statement, the Statement Type selected in his owner profile should be blank and the Combined Property type chosen here, with the owner statement profile you wish selected on the Statements tab.

Show Percentage of Amounts

You can show either the full amount or the owner’s percentage of the property income and expenses on statements. Mark this checkbox if you wish to show the owner’s percentage rather than the full property amount.