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.