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Edit or Delete an Owner Contribution

Edit or delete an Owner Contribution in DoorLoop to correct mistakes or remove a transaction entered by error.

Written by Nolan Hofstee

Overview

If you find that you created an Owner Contribution incorrectly, use these steps to make fixes or delete the transaction altogether.

Note: Owner Contributions are not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

The Steps

Edit or Delete an Owner Contribution

  1. To edit or delete an Owner Contribution, click People > Owners on the main menu.

  2. Find the owner you want to edit or delete a contribution for, and click on it.

  3. On the Owner's page, click on the Transactions tab and find the Owner Contribution you need to edit or delete.

  4. Click on the three dots on the right side of the Owner Contribution line and choose Edit (to edit an owner contribution) or Delete (to delete an owner contribution) depending on your need.

  5. If editing, change the necessary fields. You can also use the Trash Can button to delete the transaction. (Note that if this owner contribution was already deposited, you will need to delete the deposit to make any changes.)

  6. Add any relevant files and click Save.

Once saved, the change is reflected on the property's balance sheet and the owner's transaction history.

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