Adding Owner Bills

1. Select the correct Portfolio and Property in the left menu.
2. Select Expenses under the Accounting menu.
3. Enter the date, expense account, description, amount, and vendor. If this is a new vendor, select Create Vendor.

5. After adding the expense, it will be listed in the Pay Expenses table waiting to be marked as paid.

When an expense is waiting to be marked as paid it will show as a balance in Unpaid Bills Amount in the Trust Account Balances report.

5. After the payment to the vendor has posted, select Pay and the paid date to mark it as paid.

After marking as paid, the Trust Account Balances report will reduce the Unpaid Bills Amount by that amount.