Before choosing an owner statement format, preview and download example PDFs below. Once you've confirmed the layout suits your needs, set it as the default at company level or for individual owners.
Note: Commercial and residential statements differ — ensure you select the correct category before applying a default.
Separate Detailed Statement per Ledger (Commercial)
Separate Balances Statement per Ledger (Commercial)
Separate Short Statement per Ledger (Commercial)
Separate Statement per Ledger (Commercial)
Separate Statement per Ledger (Residential)
Combined Statement for all Ledgers (Residential)
Applying Your Chosen Format
Once you've chosen a format, you can set it as the default at company level or for a specific owner. See Accessing and Managing Owner Statements and Customise and Manage Your Owner Statements for steps.
For Asia-Pacific customers, the term "Trust Account" is used. European customers refer to this as "Client Account". Client/Trust Accounting is not available to customers in North America. For more information on regional terminology, see our Glossary of Regional Terminology.