When are owner statements created, and what's on them?

ForProperty managers

Who can do this

Organization admin; members with Owner Disbursements & Statements. Owners read them in their portal.

Accounting → Distributions → Disbursements → row ⋮ → View statement / Email Statement; owner portal → Financials → Statements

A statement is created each time you post a disbursement. Send to owner now publishes and emails it; Record only keeps a draft.
To send a draft, use ⋮ → Email Statement. Toast Statement emailed.
With Auto-send owner statements on (Settings → Accounting, "Send on day" 1 to 28), Kera generates, publishes and emails statements monthly.
The statement shows your branding, the period, rent collected, management fees, owner expenses, disbursements and the closing balance, plus a "Rent not collected" block for owner-borne credits and write-offs.

The owner gets an email "Owner Statement · <period> · <property>".

Statements follow a fixed layout. Branding is the logo, company name, address and phone (chapter 09).

If an owner can't find a statement, check the property filter and whether it was published. Owner PDF errors: escalate to Kera support.

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