In this example, we will walk through the steps to add and remove specific accounts, from the net owner revenue section and and show or hide specific columns on owner statements.
Step 1: Add a New Column 0:03
To add a new column for a specific revenue account (in this example, we want to show "pet fees" in its own column), click on the add column icon.
We set the column type for this account to total of accounts.
Step 2: Move Account to Unallocated Accounts 0:33
Next, we need to remove Pet Fees from the existing column "Other Guest Fees" in order to display it in its own column.
Search for pet fees in the existing columns.
Select pet fees to move it to unallocated accounts.
Note: Unallocated accounts are those not yet mapped in the owner statement.
Step 3: Map the Account to the New Column 0:55
After moving pet fees to unallocated accounts, you can add it to the newly created column.
Step 4: Deleting a Column 1:05
If you need to delete a column, click on the delete icon.
This action will return pet fees back to unallocated accounts.
Step 5: Save Changes 1:15
Always remember to save your changes after making adjustments to the columns.
Step 6: Hiding Fields from Owners 1:29
If there are fields (e.g., booking channel) that should be hidden from owners but visible to property managers, ensure these fields are set to hidden on the owner portal.
Step 7: Preview the Statement 1:37
Preview the statement to verify that the hidden fields are not visible to the owner in their portal.
Cautionary Notes
Always double-check that all revenue and expense accounts are properly mapped before finalizing the statement.
Be cautious when deleting columns, as this may affect the visibility of important data.
Tips for Efficiency
Regularly review and update the mapping of accounts to ensure accuracy.
Use consistent naming conventions for accounts to avoid confusion during the mapping process.