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Why should I check ownership before a month end?
Why should I check ownership before a month end?
Cameron Higgins avatar
Written by Cameron Higgins
Updated over a week ago

Invoices are created based on ownership of a horse as at the date of a transaction.

It is therefore crucial to maintain horse ownership records accurately and efficiently. Processing invoices with incorrect ownership will likely result in wrong owners being billed.

Ownership of horses must equal exactly 100% from the time of the horse’s first transaction to the present.

If this is not the case, transactions for a horse may go by unbilled.

To review the ownership of a horse;

  • Click Main

  • Horses

  • Enter the name of the horse to check

  • Double-click the name

  • Click Owners on the left

  • Click Validate to ensure ownership for the horse adds up to 100%

Note: Click Show Old Owners to review full ownership history. Previous ownership shares will be highlighted in cyan rows in the ownership table.

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