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
Once you have set the desired filtering options, select the 'Generate Statements' button to create the draft statement for each relevant owner. This takes a few seconds for each statement. Once generated, you can either view them individually by selecting View PDF. You can also select 'Generate all in one PDF' to create a single PDF of those same statements. Once the generation process is complete, the button changes to 'View PDF'. Select this to view the single PDF in a new tab.