intermediate11m
Owner Statement Generation & Distribution
Owner Accounting
Build monthly owner statements, apply management fees, approve, send to owners, and record the distribution payout.
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0:00
1. Selecting the Period
Choosing the statement period and owner.
0:00 – 1:30
1:30
2. Reviewing Income & Expenses
Verifying all income and expenses are correctly posted.
1:30 – 4:30
4:30
3. Management Fee Calculation
Reviewing and confirming the management fee amount.
4:30 – 7:00
7:00
4. Generating & Sending the Statement
Generating the PDF and emailing it to the owner.
7:00 – 9:00
9:00
5. Processing the Distribution
Recording the owner payout in the system.
9:00 – 11:00
