How to process Owner Year End statements

At the end of each financial year, some owners will require a Year End Summary for their accountants.

 

After month end has been run at the end of March, you can do a Year End Summary run:

  • Click on Owner Reports (left-hand side menu bar)
  • Click on Owner - Year End Summary
  • Make sure the date range is correct for the full financial year that you want.

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  • Select whether to include letterhead or not
  • Click on Process


Make your selections

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  • Summary Only: This means if the Owner has more than one property, the report will add all history together, if you leave this option unticked, each property will be shown separately. NOTE: Users with data converted from other software systems should choose the Summary option until they have a full year's set of transactions processed in Palace.
  • Click OK ( this will start the process) 
  • Note:if you want to get out of this screen with out processing the summaries, make sure to press cancel.
  • As it processes, it will print or email depending on the setting under the Owner Edit screen. It will show on the screen when complete.

To Produce Year End Statements Individually:

  • Go to the Owner list and highlight the owner you require
  • Right click and go to reports - Owner Year End Summary
  • Make sure the date range is correct for the full financial year that you want
  • Choose whether to include Letterhead or not
  • Select whether summary only or full detailed
  • Check either Print or Preview, if you want to email this report out, then choose preview
  • When it appears on the screen, click on the Export button (shown below) Export as a PDF to your desktop, you can then email from there or attach it to the Property Diary in Palace and email from there.

 

 

 

 

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