There are two ways to preview an owner's statement prior to completing a disbursement.
- Preview within disbursement: this option is good for checking an individual owner statement when you've already started a disbursement.
Start disbursement > Select owners to disburse > Expand owner > Generate draft statement - The draft owner statement report allows you to check owner statements in bulk outside of a disbursement. It can generate draft statements across multiple bank accounts, allowing filtering by property manager or owner.
Reports > Trust accounting reports > Draft owner statement