Create, edit or import owners
You can add a new owner individually, or, when switching from another system you can also import owners. For both options, you start in the Owners module. Once the owner is created, you can link it to an object and an owner agreement via the Setup module.
Creating an owner
Click +New. Fill in the requested information. It is important that the personal and financial information is accurate and complete, especially if your park has a reporting requirement under the DAC7 legislation.
Tip: Pay close attention to the 'Invoice from' date, the effective date of the first invoice. This is the date on which the first billing period starts. Suppose you bill owners monthly, and the first month you want to start billing is April. Then you enter 1 April as the invoice from date.
You can enter the owner's registration number and one or more of their own (rental) websites when applicable. All this information can also be changed afterwards by clicking ‘Edit’ in the relevant owner page.
Importing one or more owners
At the bottom of the overview in the Owners module you see the ‘Import’ button. If you click this, you can (if desired) download a CSV file that you can fill in with the owner information you want to import. You will then upload this file via the same ‘Import’ button.
Editing owner details
Owner data can always be edited. To do so, go to the details page of an owner, also known as the owner page, and click ‘Edit’. You find this detail page by clicking the name of the appropriate owner in the Owners module.
From the owner page, you can view all kinds of information, change settings, and perform actions related to an owner. Read the article Owner page for more explanation.
Do you want to change the owner of an object entirely? Then read Changing the owner of an object.