How to Share Monthly Disbursement Report to Owners?

    • Tanvir Mahedi |
    • 0 step |
    • 7 minutes
    Tip- The rent disbursement report is a monthly summary statement of rental income & expenses that property managers submit to property owners each month. Mi Property portal has automated the whole rent disbursement report generation & sharing capability. There are multiple ways to share the monthly disbursement report with owners-
    One of them is to do that automatically . Log into the Admin Portal
    Click on "Property Management" Dropdown on the left navigation
    Click on "Properties"
    Once the property is found click on the dropdown beside the chosen property
    Click on "Edit"
    Click on the "Make disbursement report available for owner" field.
    Once done , click on "Save Info"
    Tip- When this option is checked owner will see the disbursement report in the owner portal
    Manually you can get to the disbursement report in several ways. One of them is to click on "Reports" under "ACCOUNTING & REPORTS"
    Click on "Owner" tab
    Click on "Rent & Disbursements" menu
    Select the "Property", "Year" & "Period" & then click on "View Report"
    Click on "Email Report" to send the report
    "Select Owner(s)" from the dropdown
    Craft the message in the "Email body:" field
    Tick box the "Send me a copy of the email" if you want to send a copy of the email to yourself
    Alert- Report will be sent as a PDF attachment to the provided email. A copy of the pdf document will also be saved ( will be available under the owner section)
    Click on "Send Report"
    To save a report, click on "Save Report"
    Alert- The report will be saved as a PDF document. Saved document will be available under the owner section
    Tick the "Make this document available in Owner's Portal" box if you want to share the document/report to owners[[box if you want to share this document/report to owners]]
    Once done , click on "Save Report"
    To download the report, click "PDF" & it will automatically download to your system
    The other one way is to click on "..." sign beside the "Mailbox" icon
    Click on "Owner Payout"
    Click on "LOAD DATA"
    You can search on the 'Rectangular Shaped" fields basing upon Period, Property etc.
    Click on the dropdown of the chosen owner under the "Action" column
    Click on "Rent & Disbursements Report"
    The page layout would come-out like that. Follow the earlier snippets to send, save & download the report
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe