How to create Owner Statement messages

To create an individualised message for an Owner Statement, EDIT the owner, click on the FINANCIAL tab and write your message. This message will appear in the footer of the Owner Statement.

You can also create a Global Statement message (a message that will appear on all statements). This is useful for sending a Christmas or Easter message. It can be setup in the Systems Defaults area.

Note 1: In the month end wizard, there is a place to check which owners have got messages on their statements. If you do not have access to the Month End wizard you can run a custom view report.

Note 2: These statement messages do not auto delete, they will show every month so remember to remove or update the message.