FAQ > Managing Property Owners
I am a property manager. Do you have a monthly statement that I can send to my Property Owner Clients?
SimplifyEm.com Property Management Software gives you access to ‘Owner Statements’ for all your owners. The statement has the following key information:
- Owner’s opening cash balance
- Owner’s net income for each property (including transaction details)
- Any owner contributions or draws made during the month
- Owner’s ending balance for the month
If you are a property manager, you can print the ‘Owner Statement’ for individual owners and send it to the property owner. You can generate an Owner Statement from the reports page and owners page.
To generate Owner Statement from the owners page: Go to owners page by clicking on the ‘Owners’ tab of the left of the page.
You will arrive at the owner center page. On this page, next to ‘Bulk Owner Actions’ click on the ‘Generate Owner Reports’ link.
You will arrive at the ‘Owner Reports’ page, where you can select the owner’s name(s) and the time period you want to generate the owner statement for.
Click ‘Print Report’.
You will be asked to ‘Save’ or ‘Open’ the owner statement.
To generate Owner Statement from the reports page:
1. Go to the reports page by clicking on the ‘Reports’ tab on the left of the page.
2. Scroll down to the ‘Property Managers’ section on the page, expand the ‘Owner Statement’ section and select the owner name you want to generate the report for.
3. The Owner Statement will be shown in a separate browser:
