1. Owner statements
How do I create an owner statement?
Go to Dashboard → Owner Statements → Statements tab → Add Statement. Select the owner and properties, set the period, review the calculated figures, then save.
What information appears on a statement?
Rental activity (reservations, revenue, fees), expenses, and the calculated owner payout — based on your formulas and the fields you choose to display.
Can I customize what fields display on statements?
Yes — statement display can be customized so only the financial fields you want are shown, matching your reporting style.
Can I create statements per property or per owner?
Yes — statements can be scoped to specific properties and assigned to specific owners; multi-owner situations can be handled with separate statements as configured.
Can I download or print statements?
Yes — statements can be downloaded from the statements list and shared with owners.
How do I publish a statement and send it to my owner?
Review the statement, then publish it to make it available to the owner; use the built-in Send option to email it. Owners with portal access can view published statements.
Can I still edit a statement after publishing?
Statements are static snapshots — they don't recalculate automatically after data or formula changes, and published statements are locked. To update, refresh or regenerate the statement.
2. Owner access & portal
How do I create owner accounts and give owners access to statements?
Create a user for each owner and assign the Owner role/permissions (including owner statement access). Owners then log in to view their statements.
Can I control what owners see — and preview their view?
Yes — owner permissions control visibility of statements and data; you can create a user with owner settings for you to test.
An owner says they can't see their statement — what should I check?
Confirm the statement is published, the owner has statement permissions, and the statement is assigned to that owner; then have them refresh or re-login.
Can owners edit statements?
No — owners have view-only access to published statements.
3. Automation & scheduling
How do I automate owner statements?
Create an auto-statement: set the frequency (e.g., monthly), the day of the month, owner/properties, and whether statements are auto-published/emailed.
Can I add expenses before a scheduled statement generates?
Yes — enter expenses before the generation date so they're included; otherwise, edit the draft statement after it generates.
Do statements email automatically? Do owners get notified?
Auto-statements can email owners on generation/publish depending on settings — verify each owner's email address is correct.
The statement email didn't arrive (or arrived as a ZIP) — what now?
Check spam/junk first; statement emails can arrive as ZIP attachments. If it's still missing, verify the owner's email and contact support.
4. Payout timing & money movement
When will I get paid?
Payout timing depends on the channel and your payout settings; your reservation financials show expected payout dates (channels may pay on different schedules).
How do I send money to owners (Stripe)?
If you collect payments via Stripe, owner payments are handled through your Stripe setup, and commission can be deducted automatically — confirm the specifics with your specialist.
How do I set up the bank account for payouts?
Payouts go to the bank account connected in your payment settings — keep it up to date to avoid delays.