Aggregate Data for Owner Statements
Aggregate Data for Owner Statements Mar 18, 2021 1:21 PM
I propose a feature to the Owner Statements. The feature would allow the aggregate totals of columns, revenues, expenses to be displayed first on the owner statement.
The idea is that if I have an established relationship with the owner, they may not want to sift through or care about dozens of itemized revenues and expenses. So, in the beginning of the each statement would just be the totals.
As and example:
This would provide a quick snapshot of all amounts. Then, if the owner still wants to look at the itemized lines, they can read further into the statement where the traditional statement information would be displayed.