Hi there. I know we should be utilizing the Owner statement summary option but it honestly is not giving me any of the info I'm needing and is a bit confusing to create a year-end statement (maybe I'm just use to doing them by excel) The report that worked best, I can't find it! It had columns like "taxes (in period) (net for comm (in period) owner rev (in period), Cant find this report anywhere, have been doing owner statements with these reports for years so I'm stuck!
Hi,
The Owner Statement Summary report is still a work in progress, but we are actively working on updates to better support P&L reporting.
For now, try using the PM Owner Statement Bookings and PM Owner Statement Expenses reports to find that data. You may need to check "show booking expenses" on the latter to see everything you need.
Or use custom Statement Views on your Owner Statements. Since PMv2 structures data differently, "Net for commission" and "Owner Revenue" are no longer standard columns and now require custom formulas within a Statement View. Using custom formulas may allow you to use your Owner Statements to format your year's worth of data the way you need and export it.
Pro Tip: One of the things I find most useful is that in PMv2 Owner Statements, the data is fixed but it can be viewed in different ways. You can create a custom Statement View (e.g., an "Accounting View") with columns based on formulas that are limited only by your imagination and need. If you export your Owner Statements using that view, the Excel download will reflect those custom columns, allowing you potentially to replicate the exact report format you had previously.
