Owner Portal

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Callidus Co.

Owner Portal — sign in

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Callidus Co. / Owner Portal
owner

Group — all units combined

Units

No units yet. In the Ownership tab, open an entity and turn on “Show this unit in Reports.”

Add / update a month

CSV columns: period,revenue,expenses,notes (period as YYYY-MM). Rows import to this unit.

Monthly figures

MonthRevenueExpensesNetNotes

No figures yet.

Post a memo

No memos yet.

Upload a document

PDF, images, or Office files. Stored privately — owners download via secure links.

Documents

TitleCategoryAddedSize

No documents yet.

Invoices

Overhead bills — utilities, internet, rent, insurance — plus supplier invoices, all in one place.

📧 Email bills to: …

New — needs review

Emailed bills, auto-filed. Assign a GL code and confirm the vendor/amount to approve.

VendorDateAmountCodeFile

Bills

Date Vendor Code Amount Payment File

No bills in this range.

Chart of Accounts

Assign a numeric code to each category. Mark a category as a Sub account to nest it under a parent. This list is exactly what the invoice Code picker chooses from.

CategorySub accountCode / Parent

No accounts yet.

Public site content

100%
Click a box to edit. Drag a box's bottom handle onto another box's top to connect; click an edge to change its %. Ctrl/⌘+scroll to zoom.

Add invoice