View and send owner statements
Each owner gets one monthly statement covering their share of every property they own, ready as a PDF.
1 min read
An owner statement shows an owner their share of every property they own for one month: rent collected, HAP, expenses, cash flow, what you paid them, and the cash held for them at month end. Tenants appear by unit only, never by name.
See an owner's statements
- Go to Portfolio → Owners and open the owner.
- Click Statements at the top. This opens the same statement list the owner sees in their portal.
- Pick a month to open it, then click Download PDF to save or print it.
Tip: On Accounting → Close the month, each owner card has a Statement link for that month.
Email a statement
The easiest way is to leave Email each owner their <month> statement ticked when you close the month. To send one by hand:
- Open the owner's page and find Emails.
- Pick the Month and click Email statement.
The email has the PDF attached and a short summary. It goes to their Send statements to address, or their email if that's blank. Every email sent (or failed) is listed under Emails.
Questions
Can I send a statement before the month is closed?
Yes, from the owner's page. The current month is marked "(so far)". It's best to close the month first so the fee and payouts are on it.
It says email isn't set up yet.
Email sending hasn't been set up for your PropFlow site yet, so you can download PDFs but not email them from PropFlow.
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