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How to edit or delete an Owner Distribution
How to edit or delete an Owner Distribution
Samuel avatar
Written by Samuel
Updated over a week ago

Overview

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

Note: Owner Distributions 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 Distribution, you'll need to first click People on the main menu and then click Owners.

  2. Find the owner you want to edit or delete a distribution for, and click on it. You can either sort the list by the various columns and filters or use the Search owners search bar.

  3. Click on the Transactions tab and find the Owner Distribution you need to edit or delete.

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

  5. If editing, change the necessary fields. (Or use the Delete button in the lower left if you change your mind and decide to delete the transaction.)

  6. Add any relevant files and click Save.

Note: If you already sent a digital payment for an owner distribution, this change only affects what is recorded in DoorLoop. If you need to change or void the sent payment, you'll need to go to Accounting > Send Payments to make the changes there.


Review Deleted Owner Contributions

You can review deleted Owner Distributions and who last edited a contribution by doing the following:

  1. Go to Reports in the main menu and click on the Transactions List report.

  2. Use the filter button to select just Expenses. (Owner Distributions are expenses.)

    1. You can also filter by Owner to help you narrow down the list.

    2. If you are wanting to see deleted transactions, make sure for the Deleted Items filter you select Show.

  3. Click on the three vertical dots on the right side of the report columns and turn on the Updated By and Updated At columns to see which user last changed an Owner Distribution and when they did it.


Next Steps

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