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Best Practices for creating owner statements

Sarah H
Jul 1, 2020 11:52 PM
Joined Jul, 2019 104 posts

I am hoping to learn from others on the best practices of creating owner statements.

I am currently doing them monthly. I am not sure the best way to deal with bookings that overlap dates.

When you generate statements, what "booked range" and "expense range" do you like to have selected?