---
title: "Automate Financial Reporting"
description: "Invite your owners and allow them to access real-time data based on restrictions set by you."
url: https://support.zeevou.com/en-gb/articles/720-automate-financial-reporting
collection: "Set up Financial Reporting"
updated: 2026-10-30
language: en-gb
---

# Automate Financial Reporting

Invite your owners and allow them to access real-time data based on restrictions set by you.

To create an **Owner Contract** for a listing, you must create an owner profile for the property and have a **Management Package**. Please note that you can add only **one owner** per listing.

## Step 1: Create an Owner Profile

You must create an Owner Profile before you can manage owner access and properties. Follow the steps below.

### How to Create an Owner

1.  Go to **Owners Dashboard**.
    
2.  Click **Create an Owner** at the top right.
    
3.  A side panel will open.
    
4.  Enter the **Owner’s Details** such as **First Name, Last Name** and **Email Address**.
    

> **Note:** Each email address can only have one Zeevou account per organisation. You can’t invite a user who already belongs to another organisation.

### How to Assign Properties or Units

Choose the correct option based on the owner’s setup:

-   **Owner with one property**
    
    -   Select the first option.
        
    -   Choose the property.
        
    -   Select the related units from the dropdown.
        
-   **Owner with multiple properties**
    
    -   Select the second option.
        
    -   Choose the units from the dropdown list.
        

![](https://staticfiles.gleap.io/ghelparticle/NDYrkzFEWXfYsQnFkHfI1Jvzc6BmYc2yVwkaRcNGYluFj7Ptz8KQosbGs71Si8skSpqO2YWgVVU.webp)

If you need to select units across multiple listings:

1.  Click the **Units image** inside the box.
    
2.  A drawer will open.
    
3.  Select the required units.
    
4.  Click **Select** to confirm.
    

![](https://staticfiles.gleap.io/ghelparticle/eOkXIKo0EXTkQcldYtEzxfjR6b4YdlFlr5SxeTQzJuUpcOuCE811qr5bnKszGwUlBXylzHboigC.webp)

### How to Create a Zeevou Account for the Owner

1.  Tick **Create Zeevou Account for Owner** if the owner needs login access.
    
2.  Open the **Access Type** dropdown.
    
3.  Select the correct access level.
    
4.  Click **Create** to finish.
    

The Owner Profile is now ready.

## View and Manage Owners

You can view and manage all owners from the Owners Dashboard. Use the three dots next to each owner to access key actions.

### How Do I View or Delete an Owner?

1.  Go to **Owners Dashboard**.
    
2.  Find the owner in the list.
    
3.  Click the **three dots** next to their name.
    
4.  Select **View** or **Delete**.
    

### How Do I Manage an Owner’s Account?

1.  Open the **Owner’s page**.
    
2.  Click the **Manage Owner Account** dropdown arrow.
    
3.  Choose one of the following options:
    

-   **Reset Password Settings**
    
-   **Deactivate Account**
    
-   **Add a Contract**
    
-   **Delete Profile**
    

![](https://staticfiles.gleap.io/ghelparticle/nzGhjXbv21rdKmt6HWJnnZ0dfWrb6oXujyAgqqq6a2Qh6uOBLl9xPHzXaVga28ZcfE0On6chXSz.png)

### Managing Owner Access Permissions

To manage an owner’s access permissions in Zeevou, open the Owner account from the Owner Portal and locate the **Access Permissions** section. From here, you can toggle specific permissions (such as Booking Info, Guest Info, Calendar, Financials, and more) on or off depending on what the owner should be able to view or edit. By default, most permissions are set to “View,” but certain options can be upgraded to allow editing where needed. Adjust the toggles as required, and the changes will apply immediately.  

**Note:** Managing owner access permissions requires the **Financial Reporting** module. If this module is not enabled on your account, access permissions will be restricted.

A lock icon appears next to owner access permissions. Clicking or editing these settings opens the **Unlock Financial Reporting** popup. To unlock this feature, select **Unlock Financial Reporting** to open the Upgrade Flow and purchase the module. Once enabled, the lock icons are removed, and you can edit owner permissions.

### **Add Custom Payment Gateway**

Hosts can connect custom payment gateways (such as Stripe, PayPal, Opayo, or WorldPay) directly to an owner’s account.

To add a custom payment gateway, open the **Owner Account** page and navigate to the **Custom Payment Gateway** section. Clicking **Add a Custom Payment Gateway** will open a sidebar where you can integrate the owner's gateway.

> **Note:** Connecting a custom payment gateway to an owner’s account requires the **Financial Reporting** module. If this module is not enabled on your account, clicking to add or proceed with an owner gateway will display the **Unlock Financial Reporting** prompt, directing you to the Upgrade Flow to purchase the module and activate the feature.

### **Owners’ Notifications**

Owners can access the [Notifications](https://support.zeevou.com/en-gb/articles/86-manage-your-notification-settings-in-zeevou.md) page via **Profile → Notifications** to configure their preferred settings. Notifications are displayed according to the permissions assigned to each owner, and they are triggered based on the actions enabled in the notification settings

![](https://staticfiles.gleap.io/gattachments/6Ibo1VJcXu7xWrrzz4TsyVJpPlur62BqlNdZmsX9kbOQuBVGdIXDAMLJL3YDKsuoXvnaEiMQf1b.png)

## **Step 2: Create a Management Package**

You need a Management Package to define how you share income with an owner.  
If the property is rented or owned by you, skip this step and go to **Create a Contract**.

### Where Do I Create a Management Package?

1.  Go to **Owners** in the main menu.
    
2.  Click **Management Packages**.
    
3.  Click **Create a New Management Package**.
    

![](https://staticfiles.gleap.io/ghelparticle/fnamtms99w4JdFxeAMpHXkf0MnlHDMcB5d2kEaLNkcpXjHtY8AKc60rjQAzC7glX5zqlDCp3sxZ.webp)

### How Do I Set Commission Rules?

You can add a percentage and/or a fixed monthly fee.

1.  Choose **Percentage Commission per Booking** from the dropdown.
    
2.  Select what the percentage applies to:
    
    -   Accommodation
        
    -   Channel Total
        
    -   Total Price
        
    -   Total Sale
        
3.  (Optional) Add a **Fixed Commission per Month**.
    

If you need more control:

-   Turn on the **Advanced** toggle.
    
-   Set your own custom formula.
    

![](https://staticfiles.gleap.io/attachments/20260201220448_7709.png)

### How Do I Set Profit and Expense Distribution?

By default:

-   All profit from **Fees, Upsells, and Penalties**
    
-   And their related **Expenses**
    
-   Go to the **Owner**
    

If you want to change this:

1.  Click **Add an Exception**.
    
2.  Select the expense from the dropdown.
    
3.  Choose **Host** or **Owner**.
    
4.  Enter the percentage.
    
5.  Click **Save**.
    

![](https://staticfiles.gleap.io/ghelparticle/qtmp0S5JjsmcxRcrSJIikfP9ZBjLG65ID60HCbIaJ2BstzPGiqwec0bSwty8eKVicaJVfsl29TW.webp)

### How Do I Finalise the Package?

1.  Enter a **Package Title**.
    
2.  Click **Create**.
    

The new package will appear in your list. You can reuse it for other contracts.

### Can I Edit or Delete a Management Package?

1.  Go to the **Management Packages** dashboard.
    
2.  Click the **three dots** next to a package.
    
3.  Select **View** or **Delete**.
    

Note:

-   If a package is already linked to a contract, you can’t delete it.
    

![](https://staticfiles.gleap.io/attachments/20260201220448_2294.png)

## **Step 3: Create a Contract**

You must create a Contract to link an owner to units and define financial terms.

### How Do I Create a Contract?

1.  Go to **Contracts** from the main menu.
    
2.  Click **Create a New Contract**.
    
3.  Select the **Contract Type** from the dropdown:
    
    -   Management
        
    -   Rent
        
    -   Owned
        
4.  Click **Proceed**.
    

![](https://staticfiles.gleap.io/gattachments/tH5p6jbccANHWRgbcG79IFLNL55yhqpNSo43YYAsCRfPXQKZCyjVNr3fJFuxEWZuFmgSzinP3Te.jpg)

### Step 1: Select Owner and Dates

1.  Select the **Owner** from the dropdown(not for Owned Contract).
    
2.  Choose the **Start Date** and **End Date** using the calendar icon.
    
3.  Click **Proceed**.
    

**Important:** You cannot change the owner or contract dates after creation.

![](https://staticfiles.gleap.io/ghelparticle/f5oA5cuRLGdCIrUYTzeRSD93oED52KxLWw4TUpcYl03RqCwHBJ7QSedF9SzW9O5CouCkdqRiGsR.webp)

### Step 2: Configure Contract Details

A side panel will open. You must:

1.  Select at least **one unit**.
    
2.  Choose an **Income Xero Tax**.
    
3.  Choose an **Expense Xero Tax**.
    

(Optional)

-   Enter the **Monthly Rent** (for rent contracts).
    
-   Edit **Profit and Expense Distribution** if needed.
    

Click **Create** to finalise.

**Note 1:** During contract creation, if the seller's identification details are not already available in the system, an additional drawer will automatically open after you submit the contract information. Use this drawer to enter the seller's identification data before proceeding with the contract creation process.

**Note 2:** The Xero fields only appear if your account is connected to Xero.

![](https://staticfiles.gleap.io/attachments/20260201220448_4940.png)

###   
What Can I View After Creating the Contract?

Once created, the contract page includes five sections:

-   **General Info**
    
-   **Distributions**
    
-   **Financial Settings**
    
-   **MPRs**
    
-   **MPR Recalculation Queue**
    

### How Do I Edit General Information?

On the **General Info** card:

-   Click the **pencil icon** to edit items.
    
-   Click **Add More Details** to add a title or description.
    

### Important: Distribution Changes

On the **Distributions** card:

-   Some changes will recalculate the MPR.
    
-   This may significantly affect financial reports.
    
-   Only edit these settings when necessary.
    

![](https://staticfiles.gleap.io/ghelparticle/kIm5bcXdbWcDggi6LDEeEjjPxAYPpkkLdVDBZeg4KXcS0LOipqrtP5WxWAncrdJ6hoMdXS8KQpm.png)

### How Do I Use the Owner’s Bank Details on Invoices?

1.  Go to the **Financial Settings** card.
    
2.  Turn on **Use Owner bank account info on related invoices**.
    
3.  Enter the Owner’s bank details first.
    

These details will:

-   Appear on related invoices
    
-   Be saved in the Owner Profile
    

![](https://staticfiles.gleap.io/ghelparticle/sBmiRZilPBoGDtyHPblr0HjarDDf4UMPjdE7SIaTIzH3SRXkqEam3wOpz2wa3RXIxm24aHkUbGS.png)

## How Do I Extend or Shorten a Contract?

### To Extend a Contract

1.  Open the contract.
    
2.  Click **Extend Contract**.
    
3.  Enter the new **End Date**.
    
4.  Click **Extend**.
    

![](https://staticfiles.gleap.io/ghelparticle/kcvvJwmf2O87dd9uaXavfGNDhz3cIIUwd9OHrMPvTfINQqIBgh6Y7WIylborwBVlOKR4lkilfXC.webp)

### To Shorten a Contract

1.  Open the contract.
    
2.  Click the **More** arrow.
    
3.  Select **Shorten Duration**.
    
4.  Choose a new **End Date** using the calendar.
    
5.  Click **Shorten**.
    

## Block Out-of-Contract Dates

To do so, go to **Calendar -> Calendar Toolbox** and click **View Blocked Date List**. 

![](https://staticfiles.gleap.io/ghelparticle/Y4C4G3ZWamFGFyLkQV21c7g6Z1c4RpGnjrF0s6O5GtERMnCv2qlj3WwQsXYdHk2ywRUTdWQuyGm.webp)

On the open page, click on the **Settings** icon on the top right. A window will pop out in which you can select your brand and click on **Proceed**.

Note that if you have only one brand, this window will not pop out and you will be directed to the **Blocked Date Settings** drawer.

![](https://staticfiles.gleap.io/ghelparticle/TfFEdckAaXIH1ZjvL2mhj0cCES8ZqVeoXy0j5HXcpg0VtpFJoXNKf1FPoiopGXGYCJkt5nfWt6Z.webp)

In the open drawer, turn on the Block Out-of-Contract Units toggle. By turning on this toggle, you automatically block availability for **Out-of-Contract Units**. This prevents Guests from being able to book outside of the time frames you have a contractual agreement for with the Owner of the Unit.

![](https://staticfiles.gleap.io/ghelparticle/BSz8kHSQCmPhjsUBgpwza0DYTwz8O3w1wOLaW1Xca92cPIynV4bPQg7RcDI3nqhL96WBISQNOrB.png)

* * *

Once you have invited your owners, you can continue with [booking your verification call](https://support.zeevou.com/en-gb/articles/710-book-a-verification-call.md) to go live!