Withholding Funds from an Owner in Cloud

Withholding Owner Funds

Funds can be withheld from an owner payment within Reapit PM should an ownership request, i.e. for payment of an upcoming invoice or future maintenance work.

The processes in this article include:

• Adding a Withhold
• Editing or Deleting Withholds

Adding a Withhold

1. Click on People.
2. Click on Owners.
3. Search and select the relevant Ownership.
4. Scroll to Balances and click on Withheld.
5. Click + Withhold.
6. Add Amount, Reason and tick if it is to be held until next disbursement, leaving it black will hold it indefinitely.
7. Click Withhold.

Editing or Deleting Withholds

1. Navigate to the relevant Owner and against the Balances click on Withheld.
2. Select the Dropdown.
3. Click on Remove to delete, or
4. Click on Edit to update amount, reason etc.
5. Click Save.