Owner Statement Balances

Status: Closed 5 Votes
This request is a duplicate of Owner Statements to include Running Balance
Bri
Jun 11, 2025 4:19 PM
OR Team Member Joined Mar, 2022 294 posts

[This topic has been merged with another topic (Owner Statements to include Running Balance).All unique votes have also been merged.]

Kevin E
Aug 12, 2022 8:40 PM
Joined Apr, 2021 1 post

It would be very helpful to keep track of each owner's balance and display it on the owner's statement. All of the information to calculate this number is already readily available inside of Owner Rez. We currently display a breakdown outside of Owner Rez, but all of the information comes from the payout section and the statement section. For a particular month, it consists of their beginning balance, statement proceeds, disbursements, and ending balance. Thanks.

Bri
Jun 11, 2025 4:19 PM
OR Team Member Joined Mar, 2022 294 posts

[This topic has been merged with another topic (Owner Statements to include Running Balance).All unique votes have also been merged.]