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Owner Statements
Start with 01. Owner Statements: Your Monthly Workflow, then use the reading list and Previous/Next links in each guide. Reading order: 01 Overview; 02 Fee terms; 03 Revenue; 04 Chargebacks; 05 Template Studio; 06 Generate and review; 07 Progress and unit information; 08 Payout Summary; 09 Taxes Summary; 10 Export.
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guides
In this section
Owner Statements guides
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Owner Statements: Your Monthly Workflow
Owner Statements brings a property's revenue, fees, expenses and payout into one monthly workflow. Use this guide to understand where to begin,…
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Set Up and Maintain Owner Statement Fee Terms
Fee terms describe how a property's owner statement should be calculated. They include management and cleaning fees, monthly charges, the owner's name,…
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Add, Import and Review Owner Statement Revenue
Revenue records supply the deposits used by owner statements. Use this guide to review channel totals, inspect individual bookings, enter a manual…
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Record and Review Owner Statement Chargebacks
Chargebacks records costs and adjustments assigned to an owner statement. A row can represent an expense, reimbursement, prior-month credit or an amount…
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Customize Statement Wording with Template Studio
Template Studio lets you change the wording shown on owner statements. You can adjust the title, section headings, item names, descriptions, standard…
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Generate, Review and Finalize Owner Statements
Generate creates a monthly statement from the unit's fee terms, revenue, chargebacks and period inputs. Review then lets you inspect the owner…
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Manage Monthly Progress, Unit Information and History
Owner Statements keeps two kinds of operational information: monthly Progress and shared Unit information. Progress records where a property stands in a…
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Use Owner Payout Summary to Review and Track the Monthly Close
Owner Payout Summary brings the monthly property list, statement state, owner, revenue, payout, progress and accounting references together. Use it to coordinate…
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Review and Export the Owner Statement Taxes Summary
Taxes Summary provides a property-by-property view of tax figures saved on generated owner statements. Use it to reconcile the month, identify remitters…
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Export Statement PDFs, Excel Reports and Google Drive Copies
Owner Statements provides Excel report downloads and PDF exports for different purposes. Excel is useful for reconciliation and operational review. PDFs contain…