Part 3: Creating an owner statement

Creating owner statements keeps your property owners informed with up-to-date accounting data tracked in your ManageCasa account. If your property owners are registered with ManageCasa, they can view all statements you’ve generated directly from their portal.

Before You Begin

If you haven’t reviewed how to create management fees or owner payments, please see our Help Center article:

Part 2: Management fees and Creating the Owner Distribution/Contribution.

Steps to Manually Creating an Owner Statement

1. Click Management Terms (or More Features) in the left navigation menu.
   • If using More Features, select Property Management Terms under the Property section.
2. Select the owner agreement you want to create a statement for by clicking directly on the agreement.
3. Go to the Preview Statement tab.
4. Review the statement preview and click Create Statement to finalize it.

Reviewing and Managing Statements

To review any statements that have been created:

1. Click the Overview tab.
2. Scroll to the Statements section.
3. To Download or Delete a statement, click the three dots beside the generated statement and select the desired action.

Turning on automation for creating owner statements

Similar to enabling the automation for management fees and owner distribution transactions, automating your owner statements is also possible! You have the ability to set what day of the month you would like them to get created automatically by clicking on the automation tab. Turn on each process you would like to be automated for you and click edit for a more detailed view of how you can customize your owner agreements!

For a detailed explanation on the automation of ManageCasa's property management terms, check out this article.

For a detailed walkthrough on how to utilize ManageCasa’s Property Management Terms, please refer to the Property Management Terms Help Center section. Each step guides you through the required data fields to create owner agreements and shows you how to maximize efficiency with a published agreement.

• Uploading Property Management Terms: Overview
• What are property management terms and how do I add them?
• Part 1: Creating the Property Management Terms
• Part 2: Management fees and Creating the Owner Distribution/Contribution

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!