The owner payment method is for disbursing funds from an account you manage to property owners.
​
​If you want to pay an owner through ACH please be sure to contact Property Matrix support to ensure that you have Forte disbursements set up on your bank account and the proper system settings.

First go to the Accounting -> Companies tab and select the company from the list on the left. Then click on the Company tab.

Then click the 3 dot menu on the right across from the Owner name, click Edit, and this will open up the owner information. Scroll down to Draw Payment Method. From the dropdown, you can choose check, other, or manage. Choose Manage to add a new bank account to make payments via ACH.

The Draw Payment Methods window will now pop up and you can see any previously added accounts for this owner or select New Draw Payment to add a new bank account. On the next window you can add the information for a bank account. The name is whatever you wish to title it. The name of the bank and last 4 digits of the account number is often the most useful system to try. Be sure to have the proper account and routing number and select whether it is a checking or savings account. The Individual Identification Number is NOT necessary if you do not have it.

When you are sure the information is correct hit Submit which will return you to the previous window listing all the bank accounts for this owner. You can click the three dot menu next to any account to edit or delete accounts, or just hit Close when you have all the account information you need.

You will be returned to the Edit Owner window. Be sure to hit Save here to save the owner's bank account as their default draw payment method. See the Creating an Owner Draw (Sending Owners Money) article on owner draws to learn how to send owners money to their bank account.