Owner Statements - Automatically Assign Homeowner to Statement

Completed

Christian Avolese

• June 05, 2024 21:59

The accounting team that handles homeowner payments does not know which homeowner belongs to which house when creating statements. It would be very helpful to have an auto assigned homeowner to their home name/address. 

Right now we are just matching names to an excel spreadsheet. 

1

• Official comment

  

  Fidel

  • June 06, 2025 08:03

  Hello,

  As part of the latest enhancements to owner statements, selecting an owner will now automatically assign their listings. To associate an owner with their listings, please go to Listings → Edit → Owner, Contact, and Invoicing.

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