Each company has a monthly company statement that determines the available draw amount for owners. This can be viewed in the Accounting -> Companies tab by selecting a company from the list on the left, then clicking on the Company tab, and then the Statements tab.

This will load the Company statement for the month. You can select the month in the upper right.
Next to Income, Expenses, and Other transactions are dropdown arrows that let you expand that category to see individual transactions.
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The Ending Balance is the current bank balance for this company. You then subtract security deposits (they can't draw those from the account), the draw reserve (minimum amount to leave it the account) and any outstanding liabilities. To set the draw reserve click the three dot menu from the Information tab, and then type the amount in the Draw Reserve field.

Unpaid vendor bills and management fees or rent prepayments (if you use accrual accounting) will be outstanding liabilities. The final line is the available balance, which is what Property Matrix calculates as the maximum amount the owner(s) of the company can draw from.

Lastly you can print the statement for each owner on the company by selecting the Print Statements button on the right side.

This will generate a light box where you can select the template (most will use 'Default Owner Statement') for each owner and the date range for the statement.

This will then open the owner statement in another window, so make sure you allow pop ups. See the article on

Sending and Viewing Owner Statements to email owners' statements.
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