Does anyone have a good report they process for year end reporting? All I need is the Total Owner Revenue? I'd rather avoid manually adding everyone's statements and I can't figure out how to get that total!! Help!
We are working on improved year-end reports, as discussed over here:
https://www.ownerrez.com/forums/requests/year-end-statement-for-pm#70197
There's some more ideas here:
Anything that will help more this year??
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Hi!
Our Product team pinned an update on this Feature Request in October. You can check that out here:
https://www.ownerrez.com/forums/requests/year-end-statement-for-pm
Though as you'll see in the note pinned on that Feature Request, PMv2 year end reporting won't help much for 2024 unless you've just started with OR and have been on PMv2 since your account was opened. Our recommendations in the meantime would be what Ken had previously suggested here:
https://www.ownerrez.com/support/articles/property-management-common-issues-questions#full-year-statements