Owners
Send owner statements
Owner statements show each owner their share of income, expenses, fees, and payout for a month.
Set up ownership first
Under Owners, add each Property Owner, then create an assignment linking them to a property with an ownership % (for example 50), a management fee, and a reserve.
Generate a statement
- Open Owner Statements.
- Pick the owner/property assignment and the month.
- Review the preview — each line is the owner's share based on their ownership %.
- Save the draft, then Approve & Share, Email owner, or Mark paid.
A 50% owner sees 50% of collected income and 50% of expenses; the payout is net of management fees and reserve.