Hold rent and pay owners and vendors from Bank accounts. The Help button beside + explains what to send a renter and how a vendor is paid.
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Financial accounts
Stripe sandbox for this property manager. The secret key stays on the server. Choose the Treasury connected account. Balances below belong to that account.
Payout accounts
A bank that receives the connected account’s payment balance. Choose which connected account it belongs to.
Payment recipients
Owner and vendor bank destinations. These are not financial accounts and not another property manager.
Pay
From is a financial account. Recipient is an owner or vendor saved above.
Move money
Testing only. Both accounts must belong to this property manager.
Payments
Dashboard
Version 1.0.0.414
Estimates
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Ledger
Date
Property
Amount
Total
Payments will appear here.
Total
$0
Payment
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Plan
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Doors
Additional doors
Bank accounts
Nothing is set up yet. Rent and deposits stay in accounts you name. Payouts land in a person’s own bank. Open Help, to the left of +, before you add the first account.
Treasury accounts
Private bank accounts
Stripe Settings
Stripe needs this before an account can be opened.
Ledger
Date
Source
Details
Amount
Total
Nothing in the ledger yet.
Bank accounts
How money is held and paid out
You choose the names. A Treasury account holds the company’s money. A payout bank account is where a person receives a payout.
Treasury account
A Treasury account is a Stripe account. This holds company money. Rent can sit in one, security deposits in a second, and bill payments in a third. The money stays there until you send it on. You may add, for example:
Purpose
Account name
Operating / Main
Security deposits
Rents
Or any account name you choose.
The first three Treasury accounts are included. Each Treasury account after those three is $3 /month.
Payout bank account
A payout bank account is a real bank, such as Wells Fargo. It does not hold the company’s rent. An owner or a vendor usually adds their own after signing in, so you can send them their money. You may also add your own, for accounts you want to move money into from a Treasury account.
Sending a renter the rent account
After you open the Treasury account for rents, its routing number and account number appear on that account. Send the renter these details:
Beneficiary name
Your company name
Beneficiary address
The address you entered when you opened the company
Routing number
The routing number on that Treasury account
Account number
The account number on that Treasury account
For a security deposit, send the same details from the deposits account, so the deposit stays separate from rent.
Paying a vendor from the bills account
After you open the Treasury account for bills, the payment leaves that account. Send it to the payout bank account the vendor added, using these details:
Beneficiary name
The name on the vendor’s bank account
Beneficiary address
The vendor’s address
Routing number
The routing number on the vendor’s bank
Account number
The account number on the vendor’s bank
The vendor adds that payout bank account after signing in.
