Listings, Ownership, and Attribution
Understand owner constellations, periods, splits, and owner or manager side
A listing is the property context. An ownership period defines its owner constellation for a date range and is the unit used to attribute owner-side activity and create owner statements.
These resources have different responsibilities:
| Resource | Responsibility |
|---|---|
| Contact | Person or organization identity used for owners, vendors, and payees |
| Ownership period | Dated economic relationship between a listing and its owners |
| Owner member | Contact, ownership percentage, and owner-specific statement context |
| Owner access | Viewer or administrator access to permitted owner-facing resources |
| Reserve | Statement holdback that reduces available payout, not ending balance |
| Listing group | Parent-led accounting and statement rollup for related listings |
A contact does not gain owner access merely because it is an owner member, and granting viewer or administrator access does not change ownership percentages.
Ownership Periods
A period combines listing, start and optional end, business model, owner members and allocation, reserve behavior, and possible listing deactivation. Periods cannot overlap. Null end means ongoing.
A changed member or split creates a new period. A mid-month handover can create multiple statements for one listing and month. Pro-rata reservation revenue can allocate different stay nights to different periods.
The period's reserve is a payout constraint. It is subtracted after the ending balance when calculating available balance; it is not an expense and does not change net income.
Owner And Manager
Owner/manager attribution describes the accounting side, not the person who performed an action.
- Owner-side activity participates in allocation, owner balances, statements, inactive-ownership guards, and statement-period locks.
- Manager-side activity records manager accounting and normally does not close with an owner statement period.
Accounts, system assignments, resource type, and listing or reservation context can narrow the valid side. Each exact decision table lives in the relevant guide under Build, for example Transactions.
Owner Access
Owner members define economic attribution. Owner users and invitations define who may view that owner scope. Keep those workflows separate: changing access must not rewrite a period, and changing a future ownership period must not silently grant application access.
Use the API's returned owner scope and permissions. Never fetch an unrestricted manager view and hide rows client-side for an owner viewer.
Listing Groups
A listing group uses a parent listing as the authoritative accounting and statement context for its children. Grouping requires compatible active owner constellations and business models. The parent owns the effective ownership period and opening balance; child opening balances do not add to the group.
Treat the group as attribution and reporting structure, not as permission to copy every parent setting onto each child. Use the returned effective listing or parent-listing context when filtering journals, locks, and statements.
Inactive Ownership
The ownership period's setListingInactive flag marks the listing inactive
for that range, so owner-side posting is invalid there. Historical periods
remain available for statements and journals.
See Listings & Ownership, Transactions, and Statements.