Mistakes happen—we get it! Whether you’ve accidentally left out a transaction or overpaid an owner, our latest update makes it easy to correct these errors. You can now unfinalize statements for any unit directly within your system, all before sending them out. No need to contact us for assistance—everything you need is right at your fingertips!
Unfinalize your owner statement
⚠️ Only standard accounting users are able to unfinalize owner statements. If you use trust accounting, continue to contact our support for help unfinalizing your statements.
First, navigate to owner accounts by going to:
Accounting
Owner Account
To un-finalize your owner statement, follow these steps:
Click the red "Unfinalize statement" button.
Make sure you have the correct unit selected in the popup menu.
Specify the last closed month to reset the month-end. For example, if you want to unfinalize the owner statement for September, set the last closed month as August.
Click the blue "Reset Month-End" button.
Click yes on the popup that says "Are you sure you want to reset the last closed month?"
Once this is done, the owner statement will be unfinalized and you will be able to edit it.
How to view owner statement history
To view a history of when an owner statement has been finalized or unfinalized, simply navigate to Global Settings > User Activity Log.
Make sure to select "Owner Account" under "What would you like to view?" and select the correct date range and unit. Then press the white "Load" button on the bottom left to bring up your owner statement history.
