To send an owner money, you can print a check or send it through ACH. If you go to the Accounting -> Companies tab, click on the blue three dot menu near the top left and choose Draws from the drop down.
Then you can select each owner you want to pay by clicking the checkbox to the left of their name. You can enter the date, choose what bank account to pay out of, what equity account to affect, the check number, and the memo. If you are only writing a check, be sure to set the draw payment method to 'Check'.
If you choose an Owner's bank account as an option (see the Set or Add an Owner Payment Method article) as soon as you select Save Draws it will process a transaction through Forte.
Please be sure to contact Property Matrix support to make sure you have owner disbursements set up on your Forte account.
Forte transactions may take 3-5 business days to transfer to an owner's bank account.
Property Matrix will calculate the amount an owner can draw based on their transactions and the ownership % of their company. You can also set a draw reserve to insure there is always a minimum amount in the account. On the far right you can enter the amount for the draw.
When you are sure the payment method and amounts are correct hit Create Charges. Be patient as the page processes, it will automatically redirect you back to the Companies tab. If you have check printing enabled and have selected at least one check as the payment method for an owner, a pop-up window will prompt you to print checks or add them to the print queue.