How to Record an Owner Contribution/Receipt (Money In)
This article will show you how to record an owner contribution/receipt manually in Rentvine when an owner contributes funds.
Start by going to Accounting/Money In on the left navigation menu. Select the Green Action menu to pull up the dropdown list and select Record Owner Receipt.
On the next screen, you will fill out the details of the receipt. This includes:
Portfolio- Select the portfolio ledger that this will be tied to
Description- Enter a description of this receipt
Owner- Select the owner of the portfolio this contribution is from
Reference- Add any reference you want to add for the receipt
Amount- Enter the amount received
Account- Select the general ledger account here (this will default to the owner contribution account)
Date Posted- Select the date this was received
Bank Account- Select the bank account this was made to
Payment Type- Select the type you received these funds with in real life
Click save at the bottom of the page to confirm this.
Since this is a manual contribution recorded, you will also need to Record a Deposit in Rentvine to track when these funds were deposited in your bank account.