With PMv2 fully released and available to all to upgrade, we're marking this one as Released! Once on PMv2, the Owner Statement Summary report is available, which rolls up income and expenses for the selected owner statement period.
It can be exported as Excel, CSV, or TSV if the PM needs to add or remove info or add additional labeling, etc.
I have to manually create 40 spreadsheets for the annual year end breakdown. It shouldn't be like this. When can Ownerrez commit to getting this done for us?
I expect to have dozens more properties next year, but not looking forward to this nightmarish task
With PMv2 fully released and available to all to upgrade, we're marking this one as Released! Once on PMv2, the Owner Statement Summary report is available, which rolls up income and expenses for the selected owner statement period.
It can be exported as Excel, CSV, or TSV if the PM needs to add or remove info or add additional labeling, etc.
That report doesn't have the data we need.
It has a bunch of stuff under income that shouldn't be (cleaning, management etc)
and is missing expense that it DOES need (management fee)
and when you export it it loses all sums/totals and just pulls in the data cells and you have to go manually enter all the other info... I did 3 of them before realizing it was missing my management fee, which means the income row should have been higher because we need to subtract out management expense.
On a positive, the "profit" really did match my owner payouts, and other than management, the expenses seemed right on the few I did.
Please don't close this... as someone else mentioned before... we would need to create a spreadsheet for each owner and then modify it to show the same items that are on our saved owner's statement views to match. We should be able to enter custom dates and generate a statement/report that follows one of our statement views that have been created.
This is a labor intensive workaround and we still need a easy way to generate a owner's year end statement.
I agree! An annual statement that follows our custom owner statement views is the most ideal solution.
We recently did switch to the PM2. This is so wrong, all owner statements from the past were supposed to be saved, none of them saved, they all changed, and we can't get the system to do the statements correctly, so if anyone has figured this out, please post, because the person we tried to talk to was no help. And now a disaster because owners calling questioning why nothing seems right, because all prior statements are wrong. Help!!
I'm trying to build a workaround using the api to pull out to run some reports for me in python and it just keeps saying 401 error token not authorized. I've deleted and recreated it 3 times. same thing.
I'm about to sit down and spend the rest of the night doing my owner's reports manually. Not a happy camper :( I've not updated to V2 yet because I was scared. still am.
Yes!
Lots of discrepancies. For example:
One of the new 2025 statements does not match the original statement. And none of them match the 2025 year end summary.
So I definitely won't be sending the year-end summary to my owners due to this discrepancy
Don't close this one out. Happy to hop on a call or zoom.
I'm sure other users are having similar issues
After all these changes with PMv2 it looks like we still can't save defaults for PM statements?
We need to be able to save these settings and not update them once a month when creating a PM Statement.
https://app.ownerrez.com/management/pmstatements/add
How was this missed?
Did you check on the settings and preferences tabs for your owners? I think this may have what you are looking for.
Did you check on the settings and preferences tabs for your owners? I think this may have what you are looking for.
No, I am not looking for owner defaults. I am looking for PM statement defaults. It does not exist.
https://app.ownerrez.com/management/pmstatements/add
I have to manually switch this to "Include bookings that depart by the statement date" every time I run a PM Statement.
I want consistency and make sure if I run it twice, or in preview mode or in a hurray I don't accidentally run it without that check box.
It would also be nice to be able run the PM Statement in legacy view mode.
