Property Statement Report

Overview

The Property Statement Report is a powerful tool in ManageCasa that gives you a comprehensive financial summary of a property over a selected period. This report helps you track income, expenses, assets, liabilities, and equity transactions—ensuring transparency and simplifying property financial management.

Whether you're monitoring cash flow, reviewing liabilities, or calculating owner payouts, this report ensures you have all the data you need at your fingertips.

How to Generate a Property Statement Report

Navigation & Setup

1. Go to the Reports Module
   • Navigate to the Reports section in ManageCasa.

2. Select the Property Statement Report
   • Click on the Property Statement icon.

3. Enter Report Details
   • Choose the Rental Owner and Property for the report.
4. Set the Reporting Period
   • Select a predefined timeframe (e.g., monthly, quarterly) or enter a custom date range.
5. Run & Export the Report
   • Click Run Report to generate it.
   • Choose to download it as a PDF, export it as an Excel file, or share it directly with the Rental Owner via ManageCasa.

Why Use the Property Statement Report?

🔹 Gain Financial Clarity – Understand how income and expenses impact your property’s cash flow.
🔹 Ensure Accurate Owner Payouts – Quickly determine the correct payout amount for rental owners.
🔹 Monitor Liabilities & Equity – Keep track of outstanding balances and financial obligations.
🔹 Save Time with an Easy-to-Generate Report – No manual calculations needed!

Key Takeaways

• The Property Statement Report offers a detailed financial breakdown for each property.
• You can easily generate, export, and share the report in a few clicks.
• Regular use of this report helps ensure accurate payouts, track cash flow, and maintain financial transparency with rental owners.

Need Help?

If you need further assistance, visit our Help Center for more guides and troubleshooting steps.