Attribute Manual-GL Income to a Resident or Unit: Overview

When you record income directly in the General Ledger, URBI can now link that journal entry to a specific unit or community member and create a paid income record automatically. This keeps your receivables organized and gives residents a clear paper trail without any extra manual steps.

What it does. When you create a journal entry that credits a revenue account, URBI detects the income pattern and shows an "Also create income record" option. With it turned on, you choose who the income belongs to. After you save, URBI posts the journal entry and creates a paid income invoice attributed to the person or unit you picked, linked to that journal entry. No additional accounting entries are created.

Who can use it. Any staff member, property manager, or board member with General Ledger access.

Where to find it. Go to Accounting > General Ledger, then select Create Journal Entry. The income attribution option appears automatically when your entry matches an income pattern (a credit to a revenue account paired with a debit to a cash or bank account).