Preparing an owner statement

The owner statement summarises the result of a period and carries the balance forward. It is the basis for transparent accounting to the owners.

1. 1

   Choose the property and period. Check the underlying postings and costs.

2. 2

   Create or open the draft and compare the opening balance, income, expenses, closing position and the "Available for payout" amount.

3. 3

   Process consecutive periods in chronological order and check the link to the previous balance.

4. 4

   Issue the reviewed statement with "Issue"; it appears as a PDF in the owner portal. You then follow the payment status through the separate payout actions.