Owner statements: find the right format without guesswork
Need to pick an Owner Statement format fast? Preview and download example PDFs below so you can compare layouts, then choose the format that fits. You can set a default at the company level or tailor it for a specific owner.
Download Separate Detailed Statement per Ledger (Commercial)
Open the example PDF to review the layout before selecting it as your default.
Download Separate Balances Statement per Ledger (Commercial)
Open the example PDF to check the balances-focused view.
Download Separate Short Statement per Ledger (Commercial)
Open the example PDF for a concise summary format.
Download Separate Statement per Ledger (Commercial)
Open the example PDF to review the standard per-ledger layout.
Download Separate Statement per Ledger (Residential)
Open the example PDF to preview the residential per-ledger layout.
Download Combined Statement for all Ledgers (Residential)
Open the example PDF to see all ledgers combined into one statement.
Tip: Click any statement name above to download the example. Use these previews to confirm the layout and level of detail before you set a default.
Owner statements: apply your chosen format at the right level
Once you pick a format, decide where it should apply. Set a default at the company level for broad use, or select a different default for a specific owner when needed.
Set defaults and manage allocations
For setup steps to access and manage Owner Statements, see Accessing and Managing Owner Statements. Follow that guide to select a default at the company level or for an individual owner.
Customise layouts and content
To tailor the layout or fields, use Customizing Owner Statements. Review your changes with the example PDFs above to make sure the final output meets your reporting needs.
Note: Commercial and residential statements differ. Make sure you select the correct category before you apply a default.