Owner statement

Before using Owner Statement, you will need to read these 2 articles:

1. Financial Reporting: How to set up your formulas?
2. How to create a new user?

Create an Owner Statement

You will need to go to Owner Statements > Click on the New button > Enter a title. 

Once created, you can select and come back to a created Statement by clicking on the dropdown menu

Note: If you create a new statement with the same name as an existing one, it will replace the old one.

It is also important to note that the Owner Statement will keep the exact numbers they had at the moment of saving, even if reservations had some editions or if used formulas were modified. That is why you can use the Refresh button that will update the numbers. 

The date filters support up to 1 year.

Your rental activity, expenses and extra

Summary

First, you can see a summary depending on the dates and other information you have selected in the filter section.

Below, you will see  5 icones with 5 values. These are the result of formulas that you have previously created (Financial Reporting: How to set-up your formulas?).
You can select up to 5 formulas to show. To change them, click on Edit

Rental Activity

Here, you will see a summary of the reservations you got, depending on the filters you have selected.
These reservations will appear on the Downloaded PDF. 

Note that you can add as many columns as you wish. However, only 8 columns can be shown (but you can scroll to see them if needed) and the downloaded PDF can support 12-13 columns (in landscape). It will adapt size depending on the selected amount of columns.

Note: "Guest name" is not a mandatory column anymore.

Note2: Nights is not the number of nights in the reservation. This is the number of nights that have passed, based on your filters.
Let's say a guest checks in on the 1st of September and check-out on the 9th of September. No matter if your filter is Check-in or Calendar, if you are filtering from the 1st of September to the 1st of September, it will show 1 night. Because only 1 night has passed based on this filter.

Expenses and extras

Here, you can add expenses and extras that will appear on the downloaded PDF.

To add expenses, click on the add button. Then you can enter all information.

Note that the Amount can be positive or negative.

Also please be aware that the column "Categories" will not appear in the PDF.

Grant Total

In Grand Total, you can select the Formulas you wish to show in the Downloaded PDF.

The system will then add all the formula totals together, with the expenses and extras.

Assign Owners and Download

Once you created your Owner Statement, you will be able to assign this statement to a User and/or download the PDF and send it via email.

To assign it, you first need to make sure that the Owner is set up as a User in Hostaway and give him/her the correct access. (How to create a new user? )

Note: Users with Admin access level have access to all Owner Statements. Users without Admin level access, but have 'Create' owner statement permissions can create a statement but once saved they cannot see it until a user with Admin level access assigns it to that user.

To download the report, you can click on the Download button. You will get a PDF with all information you have previously selected:

Recommend: When downloading, please switch to landscape + A4 ( This is a 1 time setting: The browser will remember the configuration for future downloads. 

Additional notes
The expected behavior of the print function is:

- If 10 or more columns selected then it will display 11pxfor font size and apply zoom 85%
- if 13 or more columns selected then it will apply line breaking for column names

By default it uses 12px font size.

Manage Owner Statements

This tab can be used to filter, delete, archive and assign owner statements.

Filtering helps to search statements and highlights by the owner and see the total sum for that owner. In addition to that, archiving and deleting actions are available. Deleting removes the statement forever, and archiving “hides” it from filters but it can be recovered.

Some other already existing options such as assigning statements to users (owners) are available for each of the statements displayed. Please note that user permissions are also considered here to limit filters and actions.