Part 2: Management fees and Creating the Owner Distribution/Contribution

Every month, property owners are charged for management services. Management fees and any other expenses for the current statement period are deducted from the collected income. The remaining balance is distributed to the owner as an Owner Distribution record.

If expenses exceed the income for the month, an Owner Contribution must be created to cover the additional amount owed.

Navigating Owner Agreements

1. Click Management Terms (or More Features) in the left navigation menu.
   • If using More Features, select Property Management Terms under the Property section.
2. Click on any agreement to open its detailed page.

Manually creating Management fees

If automation is not enabled, management fees must be created manually:

1. Go to the Preview Statement tab.

2. Click + Management Fees.

   

3. Enter the required information and click Charge Fee.

The fee amount is based on the terms defined in the owner agreement. Once created, the transaction will appear in the Preview Statement tab.

Manually Creating the Owner Distribution/Contribution

To manually create an owner distribution or contribution:

1. Go to the Preview Statement tab.

2. Click + Owner Distribution.

   

3. Review the breakdown of money owed by property and click Create Transactions.
4. Navigate to the Transactions tab, locate the distribution transaction, and mark it as Paid to reflect funds sent or received.

Manually Charging Lease Fees

When confirming lease fees, the system reviews all leases in the agreement for updates since the last statement. New leases, renewals, or changes with associated fees will be assessed and transactions created.

1. Go to the Preview Statement tab.

2. Click + Lease Fees.

   

3. Read the disclaimer and click Confirm.

Turning on automation for management fees and owner distribution/contribution

Creating the management fees and owner distribution transactions don't have to be manual processes! You have the ability to set what day of the month you would like them to get created automatically by clicking on the automation tab. Turn on each process you would like to be automated for you and click edit for a more detailed view of how you can customize your owner agreements!

For a detailed explanation on the automation of ManageCasa's property management terms, check out this article.

For a detailed walkthrough on how to utilize ManageCasa’s Property Management Terms, please refer to the Property Management Terms Help Center section. Each step guides you through the required data fields to create owner agreements and shows you how to maximize efficiency with a published agreement.

• Uploading Property Management Terms: Overview
• What are property management terms and how do I add them?
• Part 1: Creating the Property Management Terms
• Part 3: Creating an owner statement

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!