You probably have never used a program that has as much flexibility for putting together an owner statement. Here are some suggested starting points for different classes of owners.
For all statement profile, mark Summarize Income and Fees if tenant payments are usually in multiple checks or money orders.
Single Owner - One unit
Body Style - Owner Balance Details
Include Memos - X
Include Payees – X
Additions Tab – Invoice List – Unpaid Payables and Open Workorders
Single Owner - Multiple units
Body Style - Unit Balance Details
Include Memos - X
Include Payees - X
Summary Style - Owner Income Summary
Additions Tab – Invoice List – Unpaid Payables and Open Workorders
Single Owner - Apartment Complex
Body Style - Owner Income Summary
or
GL Reports
Income Summary
Trial Balance
Balance Sheet
One owner - multiple properties
Owner profile
Body Style = none
Consolidation style - consolidated operating statement
Print statement if no activity - X
Property profile
Owners tab - statement type =separate property
Statements and Checks tab
Statement - single or multi based on units in the property
End of Year - All owners
Body Style – Unit Account Summary
Exclude Notes - X
or
GL Reports
Income Summary
Property
In the Property Profile (Owners Tab, Owner line item), Statement Type – Combined Property (If an owner wants only a property statement and no owner statement, the Statement Type selected in his owner profile should be blank and the Combined Property type chosen here, with the owner statement profile you wish selected on the Statements tab of the property profile.)
Combined vs Separate - for owners of multiple properties the second property statement starts on the same page as the first if you choose combined and starts a new page if you choose separate.
One unit owned by property
Body Style - Owner Balance Details
Include Memos - X
Include Payees – X
Additions Tab – Invoice List – Unpaid Payables and Open Workorders
Multiple units owned by property
Body Style - Unit Balance Details
Include Memos - X
Include Payees - X
Summary Style - Owner Income Summary
Additions Tab – Invoice List – Unpaid Payables and Open Workorders
Apartment Complex owned by property
Body Style - Owner Income Summary
Audit - to verify balances and do research
Body Style - Owner Balance Details
Running Balance - Every day
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