How do I set up owner statement settings?
ForProperty managers
Who can do this
Organization users with Configure Accounting Settings.
Where to find it
Settings → Accounting → Auto-send owner statements and Owner statement branding.
Steps
- Turn on Auto-send owner statements and choose Send on day (1 to 28) "of each month".
- Under Owner statement branding, click Upload logo (or Replace logo / Remove), and fill in the company name, address and phone. Each saves when you click away.
- Click Preview statement to see a sample.
What happens next
Statements and report PDFs use your branding. Statements themselves are covered in chapter 10.
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