The owner statement layout determines how your owners see their monthly financial snapshot. It's the structure, format, and design that presents unit transactions in a clear and understandable way.

To choose the layout, go to:

There are 2 options to choose from:

Option #1: Classic- transactions will appear in a chronological list order.

Option #2: Grouped- transactions are grouped together based on type and category.

Transactions Only: Only displays credit and debit transitions

Transactions Plus Year to Date Summary: Includes transactions and a year-to-date summary on the last page.

Click "Preview" for layout examples. Note: These previews are fictional and display the 'Year to Date Summary' on the final page.

Note: The selected layout will be applied universally to all owner accounts and can't be individually customized on a per-owner basis.

Owner Payment Link: This feature is active only with a valid Merchant Account setup. It enables owners to securely click a credit card link for submitting payments when they have an outstanding balance. The provided credit card information is securely stored within the owner's profile once submitted.

Statement header - Enter general information such as company name, address, phone number to appear at the top of the owner statements.

Statement footer: Provide information for the bottom section of owner statements. Typically, this includes payment details and terms. Since this information isn't unit-specific, enter general details to be shown on every owner statement's bottom section.