An owner charge is a transaction that the owner is charged for, on a certain recognition date, with the revenue split between the PMC and Vendor. The owner charge can be applied to one or more listings or owners.
Before you begin
If you have less than 20 fields to update, please add owner charges manually by adding transactions via Accounting reports, in a reservation, or in the posting journal.
If you have a minimum of 20 fields you can import owner charges in bulk by providing a CSV file with the following columns and data. Please contact us with the completed CSV file attached.
Note that there are two different templates depending on whether you are importing charges by owner, or charges by listing.
When submitting a bulk upload request, please include only one attachment per request. For example, if you have multiple accounts that require a bulk upload, please submit a separate request for each account.
Template to bulk import owner charges by owner
Download the template here. Rows that have invalid or missing data will fail during upload.
Template columns explained
Required fields
- name (name)
- category
- This can be any transaction category that exists in your account, and must be provided in the exact same format as shown in your account. For example, if the category is Management Fee, enter this. Do not change the format for the template.
- description - max length 255 characters
- amount (in account currency)
- Must be as a numeric value with no commas or special characters.
- For example: enter 1000, not "1,000".
- recognitionDate (in year-month-day format)
- ownerId
Optional fields
- listingId
- revenueShare: If revenue share is not defined, the default split will be 100% attributed to the PMC.
- shareSplit -floating point number that represents the percentage. Do not enter a percentage amount. For example:
- 0.5 means that the share is 50% between PMC and Vendor
- 0.1 means that the share is 10% Vendor and 90% PMC
- 0 means that the share is going 100% to the PMC
- vendorId (If the revenueShare column is anything other than "0" as defined above, then this is a required field.)
- attachment
- Provide a URL to CDN where the attachment is stored
- To do this, upload your image to any cloud storage (like AWS S3, Cloudinary, Firebase, etc). You'll get a link (URL) to the file that can be added to this column
- Maximum length is 2048 characters
Template to bulk import owner charges by listing
Important:
Rows that have invalid or missing data will fail during upload.
Download the template here.
Template columns explained
Required fields
- name (name)
- category
- This can be any transaction category that exists in your account, and must be provided in the exact same format as shown in your account. For example, if the category is Management Fee, enter this. Do not change the format for the template.
- description - max length 255 characters
- amount (in account currency)
- Must be as a numeric value with no commas or special characters.
- For example: enter 1000, not "1,000".
- recognitionDate (in year-month-day format)
- listingId
Optional fields
- ownerId: If you include ownerId, the charge will apply only to the specified owner for that listing.
- revenueShare: If revenue share is not defined, the default split will be 100% attributed to the PMC.
- shareSplit -floating point number that represents the percentage. Do not enter a percentage amount. For example:
- 0.5 means that the share is 50% between PMC and Vendor
- 0.1 means that the share is 10% Vendor and 90% PMC
- 0 means that the charge is covered 100% by PMC
- vendorId (if needed for revenue split)
- attachment
- Provide a URL to CDN where the attachment is stored
- To do this, upload your image to any cloud storage (like AWS S3, Cloudinary, Firebase, etc). You'll get a link (URL) to the file that can be added to this column
- Maximum length is 2048 characters