Owner Statements

Email help-teams@operto.com to enable Owner Statement

Statements on the Owner Dashboards include:

Property Bookings

Rent

Deposit

Commissions

Tasks

Name

Date

Labor Amount

Materials Amount

Note: Only Billable Tasks will show on the Owner Statement. Line items in Owner Statements are grouped by Booking and ordered by Booking and/or Task Date. Tasks not associated with a Booking (i.e. Standard Single or Unscheduled) are grouped at the top of the list.

SETUP

The following settings must be enabled for Owner Statements to be available

Setup --> System Settings

1. Turn on Owners

2. Turn on Track Labor, Materials and Linen Fee amounts amounts

Setup --> Properties

3. Enter Commission Percent per property (optional)

Setup --> Owners

5. Select Require Password

USAGE

To view all Owners, Navigate to Reports --> Owner Statement

Owners will have a navigation item titled Statement on their Owner Dashboard.