Another month, another Gallimaufry

Awesome, question off the bat: How do i do these:

Overhauled renter agreement section

Allow setting agreement to sign when generating a link for the guest << not sure what this is?
Add listing site criteria on renter agreements so language can be altered for different listing site policies << where do I set this?
Add verify contact info page on signing link (including booking checkout custom fields) << where do I set this?
Require email address to be not a listing site double blind on contact info verification << where do I set this?
Apply theme header/footer on booking forms

Also, "facebook" does not show in a dropdown when i am trying to point inquiry/book widget to it.

Thank you! You guys are great! Have been wondering about the importing of reviews, is there a way to have them downloaded from the different ad sites or do we manually copy past each one?
Thank you for your continued improvements and enhancements of your program.
Wendy

meant to say copy and paste each one....

@BlueMtnCabins... good point on the how's. Most of the new features are automatically added. I just wrote up an article with more details on legal agreements here: https://www.ownerrez.com/support/articles/renter-legal-agreements

For the header/footer, that's referring to the Forms header/footer setting in Settings > Theming. While overhauling renter agreements, we realized that the header/footer was applied to quote checkout forms but wasn't applied to some other forms like the security deposit signing form -- so now it will be.

@Wendy... Right now it's copy/paste, but we're working on an import tool.

Wow, lot's of upgrades. Love it. Just beginning to dig in on some of these.

I have a couple of questions/suggestions in regard to the Owner Portal Access.

For the Booking Calendar:

When displaying financials inside of the booking calendar, the total charges shown here reflect all charges to the guest. This will cause confusion with owners as they may expect their earnings to be based on the total dollars shown. This is incorrect as it includes fees they are not entitled to earnings on such as taxes and cleaning fee.

Is it possible to display only the charges that the owners have a share in?


For the Owner Statements:

Is it possible to modify the owner statement header area to include more information? The reason for this is, it can then fully replace our owner statements and stand as a formal document for the owner’s records.

Here is an image of what I mean. https://ibb.co/dwsp86

Hmm, that's a good point on financials. Maybe we need two levels for that, full financials and owner only. What items make sense to show under Owner Only? There are a lot of numbers so it needs to be simple and not confusing. The detailed items are already available on the owner statement Full Amounts view, so perhaps we could display some of those items instead?

Or maybe the Earnings Breakdown and Payout Breakdown on the PM tab of the booking, like:

Earnings Breakdown
Total Amount:
$1,830.98
Taxes:
$170.98
PM Commission:
$182.60
Owner Payout:
$1,477.40
Payout Breakdown
Guest Balance:
$1,830.98 (100%)
Can Be Remitted:
$1,477.40
Already Remitted:
$1,477.40 (Statement 1/31/2017 and Statement 9/30/2017)
Payout Balance:
$0.00

Great idea on the owner statement header/footer customizations! We'll look into it -- should be able to add that in the theming section like you can do for email templates, legal agreements

Guest Charges

Item Description Rate Amount Commission
Rent 7 nights during Base Rates at Week rate 800.00 800.00 45%
Surcharge Cleaning Fee 80.00 80.00 100%
Surcharge Pet Fee 100.00 100.00 45%
Tax HST 13% 127.40

In my opinion the owner statement needs to show amounts that only relate to them.

If we use this Guest charges example:

Rent – 800.00 (PM Comm 45%)
Cleaning Fee – 100.00 (PM Comm 100%) NOT owner related revenue
Pet Fee – 100.00 (PM Comm 45%)
Taxes – 130.00
Guesst Pays – 1130.00

Owner Related Revenue (Owner Statement reporting)

Rent – 800.00 (PM Comm 45%)
Pet Fee – 100.00 (PM Comm 45%)

Total Owner Revenue - 900.00
PM Comm - 405.00

Net Owner Earnings - 495.00

How does that work without being confusing, though?

If you show the guest pays but don't show how it breaks down to the owner amount and commission, the owner is going to ask why the guest paid * 45% is different from what you're taking as commission. Same thing with hiding taxes.

Or are you suggesting to hide all that and never show guest amount/payments at all. Instead show just those 3 values:

Total Owner Revenue: sum of items that aren't tax and aren't 100% commission
PM Comm = sum of commission on items that aren't 100% commission
Net Owner Earnings: total owner - commission

Yes to the later.

This has now been released.

There is a new Owner Revenue view of the owner statements, with a Financials permission in the portal access user configuration that lets you control which is accessible. That also applies to the booking view as well.

For the header/footer, there is a new Owner Statements header/footer configuration in Settings > Theming. That allows you to pull owner name, email, etc, as well as statement date. The header/footer will display while printing an owner statement only. There's also a new Download PDF button that includes the header/footer as well.