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Landlord ledger - Changing the ownership split on a statement

Updated over 6 months ago

For properties owned by more than one landlord, users can set the ownership share in the system in two ways.

1. Change ownership split shown on statements (for tax purposes):

  1. Navigate to Owners > Property-Owner links

  2. Search for the landlord or linked property

  3. Click on the amount within the Percentage ownership column

  4. Amend the value and click OK

  5. Repeat for all required landlords

2. Change ownership payment split

Note: This is for payments added to the BACS Schedule

  1. Navigate to Lettings properties > View properties

  2. Locate the property in question

  3. Click on the property address to open the property record

  4. Open the Finance tab

  5. Update the percentage split against each account

  6. Click Update Property

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