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Specifying your owner remittance preference

Choosing your preferred method of paying owners can be done:

  1. Individually at the owner level for a specific owner
  2. Update all owners in one go on your Arthur account

Owners can be paid either at:

  • Portfolio level (across their entire holding)
  • Property level (popular with HMO owners)
  • Unit level

1. Individually at owner level for a specific owner

Go to Contacts>Property Owners>Open/View a Property Owner>Units 

Next, select your method of grouping. Following the steps above, when you have selected the property owner, it will take you to a page resembling the one in the screenshot below. First select ‘Properties’ do your updates, then click ‘Units’ and do your updates where it will list all of the units that the property owner owns.

Note: Make sure you specify on the property AND the units within the same remittance preference.

 

 

After selecting the method you wish to remit by, You must press ‘Save‘ to confirm the changes you have implemented.

2. Update all owners in one go on your Arthur account

To set your default position for your remittance preference go to preferences>financial  Please note this will nill not overwrite anything changed above. Will work going forward

The setting allows the choice of when creating a unit or property

 

 

 

 

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