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.

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.