The Owner Statement Summary is a summary report that contains owner income and expense totals based on your remittances. This income statement, also known as a profit and loss statement or sheet, summarizes your business's revenues, expenses, and profits or losses over a specific period, showing whether your company made (profit/net income) or lost money (net loss), and is especially useful for your end-of-year reporting.
Configure
To get started, navigate to PM > Reports > Owner Statement Summary. You can select the following on the PM Owner Statement Summary page.
- Owners
- Statement Date time frame
- What columns you want included
- Expenses
- What expenses you want to hide or exclude.
- Whether you want to group your expenses together as "Other," or group them by their description.
Examples
Here are a couple of Owner Statement Summary examples.
Here's the default Owner Statement Summary, showing this entire year, with all owners selected.
This Owner Statement Summary example displays a per-property view, showing five properties as the columns.
This Owner Statement Summary example shows a side-by-side comparison over four years, illustrating year-over-year changes.
