PM Owner Statements Views...

PacViewLodging
Nov 5, 2024 7:27 PM
Joined Sep, 2019 84 posts

Statements are a challenge for our owners... we want full transparency... and we can certainly give them all of the information but it is NOT very end user friendly for our owners...   

We have some booking surcharges that have a built in expense on them... I can show a surcharge column on the statement but the expense piece of it is disconnected and shows at the bottom of the statement so the math to get to a commissionable total doesn't work on a row by row basis.

Does anyone have a custom statement view that they have setup and can share that includes surcharges and discounts?