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Owner Statement Templates

Owner Statements provide key financial details, including beginning bank balance, affected accounts, ending bank balance, cash requirements, and available amounts.

Written by Dylan Telson

Accessing and Managing Templates

To view and manage your Owner Statement templates:

  1. Navigate to the Settings page.

  2. Click Communication Templates.

  3. Locate the Default Owner Statement Email template.

Here, you can review and edit the default owner statement email template. Depending on your setup, you may also be able to view existing templates, import new templates, and edit, duplicate, or delete templates.

Available templates include:

  • Default Owner Statement for the standard print template.

  • Detailed Owner Statement for a more comprehensive version.

Printing Owner Statements

To print Owner Statements:

  1. Go to the Companies page.

  2. Select the Company tab.

  3. Click the Statements tab.

  4. Click Print Statements.

  5. Choose whether you want the default owner statement or the more detailed one.

  6. Select the appropriate start date and end date for the statement, if needed.

  7. Click Generate.

A modal window will appear, allowing you to choose the appropriate template for each owner individually before printing.

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