--- title: "Owner revenue summaries and a default date range for Transactions" description: "Each owner's page now totals revenue from their statements, and Transactions can open on the date range you pick." canonical: "https://topkey.io/latest/changes/2026-11-03-owner-revenue-summaries-and-a-default-date-range-for-transac" language: "en" --- [Changes](https://topkey.io/latest/changes) # Owner revenue summaries and a default date range for Transactions November 3, 2026 ### See each owner's revenue on their page Each owner's page now has a Revenue Summary built from their owner statements. It shows gross revenue, commission and owner net by property for this month, last month, this year, last year or a custom range. Each total opens the statements behind it, so you can check a figure in one click. ### Open Transactions on the date range you choose Pick a Default date range under Display on Transactions, such as All, and every visit opens on it. Older uncoded or unapproved transactions stay in view, and you stop resetting the filter each time. A date filter in a shared link still takes priority. ## New - Set the owner and PM split by hand on a single reservation item, and the reservation stays linked to your PMS. - Step through Revenue Pipeline reservations with Previous and Next or the J and K keys, and use Post and Next to move on after posting. - Cancel automatic payments on a recurring bill, and new bills from it keep arriving for manual payment. - Link a bill to a bank withdrawal in Reconciliation even after it was coded, and see which line items the bill replaces before you link. - Cardholders can split a purchase evenly across properties or property groups from the mobile receipt form. - OwnerRez accounts can pick a default expense category that Topkey fills in on every new expense. ## Improved - The Owner Statements setup page lists the owners it leaves out, with the reason and a link to each owner. - Transactions shows how many transactions match your filters in the footer, next to the page number. - Improved comment threads, with reply, react, edit and delete in a small toolbar that appears on hover. - On the mobile receipt form, I'm Done names any required field still missing so cardholders finish each transaction complete. - Transactions show Complete as soon as you attach a work order, and update when a category stops requiring one. - Delete a vendor address that only paid bills use, and those bills keep showing the address they were paid to. - Bill payments synced to Sage Intacct carry the Topkey payment ID, so you can match each one to its bank line. ## See the Topkey difference. ## Disclosures \*Topkey is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC Insurance available for funds on deposit through Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Topkey Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. The Topkey Visa charge card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. Accounts are eligible for pass-through deposit insurance only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. There may be a risk that pass-through deposit insurance is not available because conditions have not been satisfied. In such cases, funds may not be fully insured in the event the insured depository institution where the funds have been deposited were to fail. \*\*Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions. 1 | The interest rate on the High Yield Deposit Account will be 2.93% with an Annual Percentage Yield (APY) of 2.97%. The interest rate on the Regular Deposit Account will be 1.52% with an Annual Percentage Yield (APY) of 1.53%. These rates are effective as of 9/17/26. These are variable rates and are subject to change after the accounts are opened based on the Federal Funds Rate. Minimum opening deposit and average balance requirements may apply. Fees could affect earnings on the account. Topkey does not provide tax, legal, or accounting services. All information on this site is for educational purposes only.