FAQ > Managing Property Owners

How can I edit an Owner Draw or Owner Contribution?

Step for Edit an owner draw or owner contribution

In SimplifyEm.com Property Management Software, you can easily edit an owner draw or owner contribution to ensure accurate records. Follow these steps to make the necessary changes:

1. Click on the “Owners” tab located on the left side of the page.
2. On the owner’s page, click the “View Owner Balance History” link.
3. Select the owner’s name from the dropdown list, and the owner’s balance history table will appear.
4. To edit an owner draw, expand the “Owner Draws” row by clicking on it, then click the specific draw amount you wish to edit.
5. An “Edit Owner Draw” popup will appear. Enter the new amount in the amount field and click the “Save” button.

To delete an owner draw

To delete an owner draw, click the “X” symbol next to the “Details” link and save the changes. You will see the updated amount reflected in the “Owner Draws” row on the balance history page.

Editing an owner contribution

For editing an owner contribution, follow the same steps. Instead of selecting the “Owner Draws” row, expand the “Owner Contributions” row and proceed with the edits. This process ensures your owner transactions are up to date and accurately recorded.