Owner Statements provide key financial details, including beginning bank balance, affected accounts, ending bank balance, cash requirements, and available amounts.
Accessing and Managing Templates
To view and manage your Owner Statement templates:
Navigate to the Settings page.
Click on Templates from the left sidebar.
Select the Owner Statements tab.
Here, you can:
View existing templates.
Import new templates.
Edit, duplicate, or delete templates.
Available Templates:
Default Owner Statement (Standard print template)
Detailed Owner Statement (More comprehensive details)
Printing Owner Statements
To print Owner Statements:
Go to the Accounting Companies page.
Click on the specific Company tab.
Select the Statements sub-tab.
Click on Print Statements.
A modal window will appear, allowing you to choose the appropriate template for each owner individually before printing. You can also choose the start date and end date for the statement.
