How to view Owner Costs, History and Balances

View Owner Costs

You are able to view the cost each owner is charged. Navigate to Finance > Owner Cost tab.

● All owner accounts are listed in the left column. To search for an owner, type in the Search box then hit Enter key to find out the result.

● All costs during the period of the selected owner are listed on the main table. 

● Total Amount shows the total money the owner has to pay for the horse(s) during the period. 

● You are able to sort the list by clicking on the heading until it views the triangle icon next to the heading  

● You are able to filter the list by clicking on   then select the values you want to view. 

● You are able to select the period you want to view:

o In default, the period starts from the last Statement Creation to the current date. 

o Click on the date range to select the period you want to view. 

o Anytime, you can back to the current pending period by Last Billing Period option in Date & time picker. 

View Owner Balances

You can view the amount owed by each owner, for each horse. Navigate to Finance Account of the Owner, and then the BALANCE tab.

View Owner History

All statements and single invoices created for the owner account will appear on the History tab on the Owner Profile.

The statements are ordered by Statement Date. You can view it as pdf or send it to the email address defined in Account Basic Info. 

You can also view all Credits, being any payment received from the owner or any credit notes applied.

• Related Articles

• How to Manage Debtor Accounts in Finance

  One or more Financial Accounts (Debtor Accounts) can be linked to an Owner Profile. By default, the Owner Debtor Account is the same as the Owner Profile (name, email, phone number etc). The Debtor Account sometimes needs to be different, or there ...

• How to Suspend & Reactive an Owner

  You may wish to suspend an owner from their horse’s access (i.e., non-payment of bills). If this is the case, you can suspend their access to their horses by using the suspend function. Simply select the owner within the owner module and click ...

• How to configure Management Fees charged by Owner

  ADD MANAGEMENT FEE RULE CHARGED BY OWNER 1. Go to Management Fee tab in Finance > Rules screen. 2. Click + Add button on the top right. The Add Management Fee Rule dialog will be shown. Proceed to complete relevant fields. Charge To will default to ...

• How to view Expenses by Horse

  You are able to view the expenses created / charged for each horse during a time range, in the Horse Expense screen. Navigate to Horse Profile > Expense tab Apply a filter for the time range you would like to view.

• How to import Racing NSW expenses and owner prizemoney pre-payments

  As a NSW-based trainer, you can import data from Racing New South Wales' Stakes Payment System (SPS), after the RNSW Statements are sent to you. This typically occurs on or soon after the 15th of each month and again on or soon after the last day of ...