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How to Generate Owner Statement (Monthly Summary) Report?
Tanvir Mahedi |
0 step |
48 seconds
Tip - **These statements include a summary total rent collected, service or maintenance payouts and management service fees, and how much actual money is left in their accounts for the owner**
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Access the **Admin Portal** by logging in.
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Go to "**Reports**" under **"ACCOUNTING & REPORTS"**
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Click on "**Owner**" tab
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Click on "**Owner Statement (Monthly Summary)"**
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Click on "**Report Month (mm yyyy) \***" to select the timeline
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Click "**Owner** \*" to select the owners
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Click on "**View Report**" to generate the report
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The "**Owner Statement" will look like this**
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Click on "**Email Report**" to send the report
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Click on **"Send me a copy of the email"** if you want to send a copy to yourself
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Click on "**Send Report**" to confirm
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You can **download/export** the report in"**PDF**" version
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