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Owner Statements to include Running Balance

Status: Planned 5 Votes
May 3, 2022 2:46 PM
Joined Apr, 2021 17 posts

We need to be able to show the running balance at the end of our monthly Owner Statements. Some months our clients have a negative balance while other months they are positive. We need a way to show this on their statements. Since our business is in Costa Rica but most of our property owners are American or Canadian, they prefer we do not transfer their positive balance to them each month (if there is one) they prefer we keep it to cover the expenses in slow months where they have a negative balance. 

The information is already in OR we just need a way to add it to the Owner Statement. 

For Property Management only clients (ones that do not rent and just use the property themselves) we also require a way to record Escrow payments (payments made by the owner in advance to cover the cost of future expenses) 

Without these two features, we are unable to use the PM module for monthly Owner Statements and have generate them manually. 

Ken T
May 5, 2022 5:26 PM
OR Team Member Joined Aug, 2019 1321 posts

Yes, this is planned for the future, but no ETA at present.

Central Florida
Feb 24, 2023 11:45 AM
Joined Oct, 2021 1 post

I am in need of this feature as well.  Has this feature been added as of yet?