Owner Reports

Overview

To create an owner statement, open Owner Statements under Financials → click the Actions button → Generate Individual Owner Statement, pick the owner, set a Date Range and click Generate Report. Then Preview it in the list, select it and click Send To Owner.

Generate a statement for one owner
1
Open the Owner Statements screen
From the left sidebar, under Financials, click Owner Statements. The Owner Account Statements page opens on the Owner Statements tab.
2
Start a new statement
Click the Actions button (top right) and choose Generate Individual Owner Statement.
3
Choose the owner
In the owner selector, start typing the owner's name and select them from the list.
4
Set the period
In Date Range, pick the start and end dates the statement should cover — both are required.
5
Review the properties included
Under Select properties, every property this owner has is listed and ticked. This list is informational — an individual owner statement always covers all of the owner's properties, and unticking one doesn't currently exclude it. To produce a statement for a single property, use Generate Individual Property Statement instead.
6
Generate it
Click Generate Report. The statement is created and appears in the list on the Owner Statements tab.
Generate statements for many owners at once
1
Generate for every owner
From the Actions button, choose Generate All Statements to create one for every owner across a chosen period.
2
Generate by portfolio
Choose Generate Portfolio Statements to do the same for just the owners in one portfolio.
3
Generate for a single property
Choose Generate Individual Property Statement for one property rather than an owner's whole portfolio.

Note: Generate All Statements only appears if you have global finance or principal permissions; Generate Portfolio Statements only appears once you have portfolios set up.

Preview and send statements to owners
1
Preview a statement
In the list, click Preview on a statement's row to open it in a new tab, exactly as the owner will see it.
2
Select the statements to send
Tick the checkbox on each statement you want to send — a bulk-action bar appears.
3
Send them
Click Send To Owner, then Send to confirm.

Note: Sending queues the statement to be emailed to the owner and removes it from the pending list — there is no unsend, so preview it first.

Manage statements before you send
1
Add a note
Select one or more statements and click Add Notes to attach an internal note — it shows as an icon in the Notes column.
2
Download a PDF
Click Download owner statement(s) (PDF) to save the selected statements as PDFs.
3
Archive
Click Archive to move statements you're not sending out of the pending list without deleting them.
4
Delete
Click Delete to remove a statement entirely — then regenerate it if the period or properties were wrong.
Find an owner's past statements
1
Open the owner
From the left sidebar, click Property Owners and open the owner you want.
2
Go to their Statements
On the owner's page, scroll to the Statements section — it lists every saved statement with its From and To dates and opening and closing balances.
3
Open a statement
Click any row to open that statement in a new tab, as it was sent.
4
Export the list
Use the table's export option to download the list for your records or an audit.

Frequently asked questions

Is an owner statement the same as an owner report?

Yes. The screen and list call them Owner Statements, but the Generate individual owner report window and its Generate Report button call the output a report — it's the same document.

Why is a statement marked "Empty?"

The Empty? column reads Yes when the owner had no income, expenses, fees or payments in the period. You can still send it, or Delete it and generate a different date range.

What happens when I send a statement to the owner?

It's queued to be emailed to the owner and drops off the Owner Statements list. There's no unsend, so Preview it first.

Can I generate statements for every owner at once?

Yes — use Generate All Statements from the Actions button (you need global finance permissions), or Generate Portfolio Statements for a single portfolio.

Where do statements I have already sent go?

Open the owner from Property Owners and scroll to their Statements section — every saved statement is listed there, and you can reopen or export them.

Related articles

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us