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Generating annual statements
Generating annual statements
Updated over 4 months ago

Following standard accounting practices, Annual Statements can be sent to all owners collectively once the year-end financials are finalized. Alternatively, at the owners' request, you can send individual statement(s). These Annual Statements are also accessible in the Owner Portal once they have been finalized.

Where To Go

  1. Accounting

  2. Owner Account

  3. View Annual Period

  4. Specify Year

  5. Print to preview and select a Summary or Detailed version

  6. Email Owner to email selected owner or email all owners at once

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