Comment on any figure in an owner statement

Comment on any figure in an owner statement

Hover a figure or row on an owner statement and click its comment icon to start a thread about that number. Open threads show as orange counts on the statement and in the Owner Statements list, and you resolve each one when it's settled. If threads are still open when you submit for sign-off, Topkey asks before it sends.

Find card charges and bills that have no link

Card Transactions now has a Bill filter for Linked or Not linked, and Bills has a matching Transaction filter. A new Linked column names the other record and opens it in a new tab, so you can work through every unlinked charge without losing your place. Both filters save with your views.

New

• Mark an OTA deposit that isn't a reservation payout, like a payout account verification deposit, so it leaves Unmatched payouts and stops holding up the close.
• Move a reservation to another property when a guest is relocated, and its revenue posts to the new owner's statement. Restore PMS property puts it back.
• Edit line items on several completed bills at once, with one button that sets every line to Bill to Owner.
• Add an overflow rule to any approval workflow to send items no numbered rule matches to the approvers you choose.
• When you change approval rules, choose whether pending requests are resubmitted, go back to draft or stay as they are.

Improved

• Click an expense on an owner statement to see its details and the bill or transaction it came from.
• Owner Statements keeps the month you picked as you move between the dashboard, the pipelines and your statements.
• Exemption rules now apply to the transactions you already have within a few minutes of adding or removing one.
• Tag a teammate who can't open a record and Topkey tells you right after you post. On a bill, you can add them as an assignee from that message.
• Topkey fills in the vendor on new bills when it recognizes a vendor name it learned from your earlier bills.
• Airbnb payout details list every imported line before you match the deposit to a bank transaction.