Year end reporting to Homeowners

I am searching for an easy way to create for Homeowners a year end form letter that includes a "box" of the following info:

Rental (total of all base rental for each Homeowner for the year)

less Commissions (for the year)

less other expenses (Homeowner cleanings, supplies, concession payments, etc)

plus money we may have owed HO, ie: a laundry allowance

_________________

Total (which should total the Net rental proceeds paid to them for the year)

Any help??

Hi Jen,

We don't currently have what you're looking for with PMv1, but PMv2 is being tested as we speak. I think you'll find a bit more of what you're looking for with that new version when it is released. We'll have a PM Owner Statement Summary Report that I believe will include much, if not all, of what you're looking for here.

On PMv1, you may need to build this out as a custom report for yourself using the data available in existing PM reporting, and exporting that to Excel.