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Year End Statement for PM

Status: Requested 10 Votes
Julie A
Dec 7, 2022 8:45 AM
Joined Mar, 2019 20 posts

Has this been requested yet? I'm currently entering total monthly rent, commission, and expenses into excel year end statements for 50 properties and counting. If this could be downloadable like the monthly statements my life would be 10000% better :)

Ken T
Dec 7, 2022 11:29 AM
OR Team Member Joined Aug, 2019 1021 posts

[Another topic was closed as a duplicate of this topic (https://www.ownerreservations.com/forums/requests/year-end-statements)]

Cheryl R.
Dec 11, 2022 7:00 PM
Joined Jan, 2018 19 posts


Any update on this?  

PM and Accounting work are continuing at full speed.  I documented the deposit and Airbnb stuff above, but we are also working on delivering a Year-End report for PMs/Owners before the end of 2022.  


Ken T
Dec 12, 2022 6:52 PM
OR Team Member Joined Aug, 2019 1021 posts

Looks like it'll drag into the beginning of the coming year.  :-(

Paul W
Dec 13, 2022 11:03 AM
OR Team Member Joined Jun, 2009 749 posts

There is a lot of active development going on on this.  There has been a years-long problem of how commission, tax, etc are stored now where they do not register as "expenses".  That throws off year-end reporting.  We are actively building an upgrade which will begin tracking commission, tax, etc as expenses with a report that shows teh roll up.  It's been in development for months.  As of right now, it looks like it won't come out until the new year.  There will be an upgrade process that will require you to step from the old verson to the new one by updating some things.

Jan 17, 2023 12:44 PM
Joined Aug, 2019 22 posts

This has been an ongoing request. We need to have this report STAT. I know many of us would love this and are hoping to have some light shed on this very topic. Any updates from ORZ?

Paul W
Jan 19, 2023 5:49 PM
OR Team Member Joined Jun, 2009 749 posts

Hey guys thanks for the nudge. It's definitely time for a quick update...  We hit some snags over the holidays with testing this and had to put it back into dev for more work.  We are actively working on it, and it is at the top of our development efforts right now.  I do not have a firm ETA on it, but we do hope to have the upgrade button out for you in a few weeks.  We are sweating it hard on this side!  😥  There's a lot that's changing under the covers with PM on this one.